Purchases and Sales Made in Q3 2024 in First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI SMID CAP RISIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.3K+ 8.35% |
$304K - $341K
|
121K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.76K+ 72.25% |
$286K - $321K
|
20.9K
$739K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.73KNew |
$285K - $320K
|
8.73K
$309K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.54K+ 2.05% |
$279K - $313K
|
425K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.47K+ 11.54% |
$277K - $311K
|
81.9K
$2.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.39K+ 7.33% |
$274K - $308K
|
123K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.18KNew |
$267K - $300K
|
8.18K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.17K+ 18.48% |
$267K - $300K
|
52.4K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.04KNew |
$262K - $295K
|
8.04K
$285K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7.84K+ 3.54% |
$256K - $287K
|
229K
$8.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.72KNew |
$252K - $283K
|
7.72K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.67K+ 10.42% |
$250K - $281K
|
81.3K
$2.88M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.48K+ 6.9% |
$244K - $275K
|
116K
$4.11M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7.36KNew |
$240K - $270K
|
7.36K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.17KNew |
$234K - $263K
|
7.17K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.17KNew |
$234K - $263K
|
7.17K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.17KNew |
$234K - $263K
|
7.17K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6.97K+ 8.79% |
$228K - $256K
|
86.3K
$3.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.59KNew |
$215K - $242K
|
6.59K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.32KNew |
$206K - $232K
|
6.32K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
6.31KNew |
$206K - $232K
|
6.31K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
6.28KNew |
$205K - $230K
|
6.28K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.24KNew |
$204K - $229K
|
6.24K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.03KNew |
$197K - $221K
|
6.03K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.92K+ 21.26% |
$193K - $217K
|
33.8K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.9KNew |
$193K - $216K
|
5.9K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
5.85KNew |
$191K - $215K
|
5.85K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.85KNew |
$191K - $214K
|
5.85K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.74KNew |
$187K - $210K
|
5.74K
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.68K+ 13.62% |
$185K - $208K
|
47.4K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.63KNew |
$184K - $207K
|
5.63K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.62K+ 8.89% |
$184K - $206K
|
68.9K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.58K+ 72.92% |
$182K - $205K
|
13.2K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.56K+ 4.02% |
$182K - $204K
|
144K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.55K+ 8.76% |
$181K - $204K
|
69K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.55K+ 39.69% |
$181K - $204K
|
19.5K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.51KNew |
$180K - $202K
|
5.51K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.39K+ 0.97% |
$176K - $198K
|
559K
$19.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.34K+ 173.92% |
$174K - $196K
|
8.4K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.17K+ 8.97% |
$169K - $190K
|
62.7K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.92K+ 8.21% |
$161K - $180K
|
64.8K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.83K+ 32.67% |
$158K - $177K
|
19.6K
$694K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.82K+ 23.89% |
$157K - $177K
|
25K
$884K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.58K+ 12.9% |
$149K - $168K
|
40.1K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.42K+ 7.72% |
$144K - $162K
|
61.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.39K+ 2.41% |
$143K - $161K
|
187K
$6.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4.38KNew |
$143K - $161K
|
4.38K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.04K+ 17.38% |
$132K - $148K
|
27.3K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.92K+ 28.32% |
$128K - $144K
|
17.7K
$628K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 1.89% |
$124K - $139K
|
205K
$7.24M
|