Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46.9KNew |
$1.24M - $1.56M
|
46.9K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46.6K+ 25.5% |
$1.23M - $1.55M
|
229K
$8.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46.5KNew |
$1.23M - $1.55M
|
46.5K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
43.5KNew |
$1.15M - $1.45M
|
43.5K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.3K+ 5.32% |
$1.12M - $1.41M
|
837K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
39.9K+ 19.08% |
$1.06M - $1.33M
|
249K
$8.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.1K+ 53.5% |
$929K - $1.17M
|
101K
$3.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.2K+ 90.63% |
$906K - $1.14M
|
71.9K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
28.5KNew |
$754K - $946K
|
28.5K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27KNew |
$714K - $896K
|
27K
$966K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
26.3KNew |
$695K - $872K
|
26.3K
$941K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.1K+ 11.98% |
$691K - $867K
|
244K
$8.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.7K+ 42.15% |
$680K - $853K
|
86.6K
$3.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.7K+ 60.37% |
$627K - $787K
|
62.9K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.1KNew |
$613K - $769K
|
23.1K
$829K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
22.9KNew |
$607K - $762K
|
22.9K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21.8KNew |
$578K - $726K
|
21.8K
$783K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.4KNew |
$541K - $679K
|
20.4K
$732K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19.6KNew |
$520K - $652K
|
19.6K
$703K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
19.6K+ 7.56% |
$520K - $652K
|
279K
$10M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.5K+ 22.33% |
$517K - $649K
|
107K
$3.83M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.8KNew |
$497K - $624K
|
18.8K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
18.5KNew |
$490K - $615K
|
18.5K
$663K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18.2K+ 37.15% |
$482K - $605K
|
67.3K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 6.08% |
$481K - $604K
|
317K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
17.7KNew |
$469K - $589K
|
17.7K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.7K+ 18.05% |
$469K - $588K
|
116K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 4.04% |
$433K - $544K
|
421K
$15.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 33.49% |
$416K - $521K
|
62.6K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3KNew |
$406K - $510K
|
15.3K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
15.3KNew |
$406K - $510K
|
15.3K
$550K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.2K+ 10.43% |
$402K - $504K
|
161K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.1KNew |
$399K - $501K
|
15.1K
$540K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.7KNew |
$391K - $490K
|
14.7K
$528K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.7K+ 75.96% |
$389K - $488K
|
34K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 82.69% |
$368K - $461K
|
30.7K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.6K+ 13.27% |
$359K - $451K
|
116K
$4.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.1K+ 212.89% |
$347K - $435K
|
19.2K
$690K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
13.1K+ 13.32% |
$346K - $435K
|
111K
$3.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7K+ 26.27% |
$337K - $423K
|
61.2K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.5K+ 11.09% |
$332K - $416K
|
125K
$4.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$329K - $412K
|
12.4K
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
12.4K+ 88.18% |
$328K - $411K
|
26.4K
$946K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.2K+ 32.24% |
$324K - $407K
|
50.2K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11.9KNew |
$316K - $397K
|
11.9K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$308K - $387K
|
11.6K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 64.11% |
$281K - $352K
|
27.1K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.6KNew |
$281K - $352K
|
10.6K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.76KNew |
$259K - $324K
|
9.76K
$350K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.23KNew |
$244K - $307K
|
9.23K
$331K
|