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 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.76K+ 5.65% |
$123K - $138K
|
70.4K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.61K+ 21.41% |
$118K - $133K
|
20.5K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.52K+ 425.79% |
$115K - $129K
|
4.34K
$154K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.42K+ 1.88% |
$112K - $125K
|
185K
$6.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.41K+ 43.0% |
$111K - $125K
|
11.3K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.21K+ 83.78% |
$105K - $118K
|
7.05K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.11K+ 7.25% |
$102K - $114K
|
46.1K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.04K+ 22.7% |
$99.3K - $112K
|
16.4K
$582K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.94K+ 10.73% |
$96.1K - $108K
|
30.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.88K+ 18.25% |
$94.2K - $106K
|
18.7K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.82K+ 1.88% |
$92.2K - $104K
|
153K
$5.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.81K+ 7.16% |
$91.8K - $103K
|
42.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.5K+ 11.76% |
$81.7K - $91.8K
|
23.8K
$842K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.46K+ 42.01% |
$80.4K - $90.3K
|
8.32K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.4K+ 14.97% |
$78.5K - $88.2K
|
18.5K
$653K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4K+ 8.38% |
$78.3K - $88K
|
31K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.3K+ 31.01% |
$75.2K - $84.5K
|
9.73K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.15K+ 7.95% |
$70.2K - $78.9K
|
29.2K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.15K+ 427.44% |
$70.2K - $78.9K
|
2.65K
$93.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.07K+ 11.84% |
$67.6K - $75.9K
|
19.6K
$692K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.03K+ 16.51% |
$66.3K - $74.5K
|
14.3K
$507K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2KNew |
$65.3K - $73.4K
|
2K
$70.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2K+ 13.37% |
$65.3K - $73.4K
|
17K
$601K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.99K+ 13.82% |
$65.1K - $73.2K
|
16.4K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.97K+ 5.47% |
$64.5K - $72.4K
|
38.1K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 4.2% |
$64.3K - $72.3K
|
48.9K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.9K+ 41.19% |
$62.1K - $69.8K
|
6.52K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.9KNew |
$62K - $69.7K
|
1.9K
$67.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 2.72% |
$61.8K - $69.5K
|
71.4K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.75K+ 6.0% |
$57.2K - $64.3K
|
31K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.65K+ 105.18% |
$53.7K - $60.4K
|
3.21K
$114K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.49K+ 12.77% |
$48.7K - $54.7K
|
13.2K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.43K+ 9.95% |
$46.7K - $52.5K
|
15.8K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.39K+ 15.65% |
$45.4K - $51K
|
10.3K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.32K+ 2.28% |
$43.2K - $48.5K
|
59.2K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 1.2% |
$42.8K - $48.1K
|
111K
$3.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.27K+ 0.33% |
$41.5K - $46.6K
|
385K
$13.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 1.79% |
$40.4K - $45.4K
|
70.3K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.23K+ 1.08% |
$40.1K - $45K
|
115K
$4.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.14K+ 80.11% |
$37.2K - $41.8K
|
2.56K
$90.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.1K+ 14.23% |
$35.8K - $40.3K
|
8.82K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.09K+ 15.33% |
$35.7K - $40.1K
|
8.22K
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.07K+ 5.99% |
$34.8K - $39.1K
|
18.8K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.06K+ 2.53% |
$34.6K - $38.9K
|
43K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.06K+ 2.27% |
$34.5K - $38.7K
|
47.5K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
970+ 6.32% |
$31.7K - $35.6K
|
16.3K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
920+ 5.85% |
$30K - $33.8K
|
16.6K
$589K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
887+ 33.37% |
$29K - $32.5K
|
3.55K
$125K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
872+ 10.82% |
$28.5K - $32K
|
8.93K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
834+ 2.25% |
$27.2K - $30.6K
|
37.9K
$1.34M
|