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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-3.49K- 4.48% |
$92.4K - $116K
|
74.3K
$2.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-3.56K- 3.21% |
$94.2K - $118K
|
107K
$3.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.13K- 7.29% |
$109K - $137K
|
52.6K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.49K- 5.2% |
$119K - $149K
|
81.8K
$2.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.58K- 21.26% |
$121K - $152K
|
16.9K
$607K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.78K- 30.16% |
$127K - $159K
|
11.1K
$397K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-4.88K- 3.83% |
$129K - $162K
|
122K
$4.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.12K- 8.88% |
$136K - $170K
|
52.6K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.35K- 4.53% |
$168K - $211K
|
134K
$4.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.76K- 13.2% |
$232K - $291K
|
57.6K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.3K- 15.14% |
$353K - $442K
|
74.6K
$2.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-22.6K- 13.63% |
$599K - $752K
|
143K
$5.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.4K- 16.45% |
$647K - $812K
|
124K
$4.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-39.2K- 13.56% |
$1.04M - $1.3M
|
250K
$8.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.7K- 55.9% |
$1.29M - $1.62M
|
38.4K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-63.5K- 2.93% |
$1.68M - $2.11M
|
2.1M
$75.4M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-64.4KClosed |
$1.71M - $2.14M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-79.6K- 28.59% |
$2.11M - $2.64M
|
199K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-83.2K- 13.5% |
$2.2M - $2.77M
|
533K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-115K- 9.9% |
$3.04M - $3.82M
|
1.05M
$37.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-120K- 6.79% |
$3.17M - $3.98M
|
1.64M
$58.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-136K- 86.32% |
$3.6M - $4.52M
|
21.6K
$773K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-575K- 96.95% |
$15.2M - $19.1M
|
18.1K
$648K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.23M- 49.98% |
$165M - $207M
|
6.23M
$223M
|