Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
491KNew |
$17.4M - $19.8M
|
491K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
314KNew |
$11.1M - $12.7M
|
314K
$11.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
297K+ 11.72% |
$10.5M - $12M
|
2.83M
$107M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267K+ 8.25% |
$9.48M - $10.8M
|
3.51M
$133M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227K+ 46.8% |
$8.06M - $9.17M
|
713K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
222K+ 123.43% |
$7.87M - $8.95M
|
402K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
205KNew |
$7.26M - $8.26M
|
205K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
149KNew |
$5.27M - $5.99M
|
149K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
120K+ 264.24% |
$4.27M - $4.86M
|
166K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
119KNew |
$4.21M - $4.78M
|
119K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72.5K+ 35.45% |
$2.57M - $2.92M
|
277K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.1KNew |
$2.45M - $2.79M
|
69.1K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
65.6KNew |
$2.33M - $2.65M
|
65.6K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49.3K+ 34.25% |
$1.75M - $1.99M
|
193K
$7.31M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47KNew |
$1.67M - $1.89M
|
47K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40.1K+ 29.23% |
$1.42M - $1.62M
|
177K
$6.71M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
37.3K+ 68.09% |
$1.32M - $1.51M
|
92.1K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
36KNew |
$1.28M - $1.45M
|
36K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
25.7KNew |
$912K - $1.04M
|
25.7K
$974K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
25.2K+ 46.74% |
$892K - $1.02M
|
79K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.8K+ 50.05% |
$774K - $880K
|
65.4K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
21.5KNew |
$761K - $866K
|
21.5K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 16.42% |
$752K - $855K
|
150K
$5.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.7K+ 124.62% |
$735K - $836K
|
37.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
19.3K+ 2.02% |
$684K - $778K
|
976K
$36.9M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.4K+ 10.22% |
$654K - $743K
|
199K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.3K+ 10.06% |
$615K - $699K
|
190K
$7.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.2K+ 73.64% |
$611K - $696K
|
40.7K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.8K+ 8.53% |
$561K - $638K
|
201K
$7.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.7K+ 33.25% |
$485K - $552K
|
54.9K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 73.71% |
$483K - $549K
|
32.1K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.6K+ 7.39% |
$481K - $547K
|
197K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12K+ 58.58% |
$426K - $484K
|
32.5K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.95K+ 9.96% |
$353K - $401K
|
110K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.14KNew |
$324K - $369K
|
9.14K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.9K+ 9.41% |
$316K - $359K
|
103K
$3.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 5.05% |
$315K - $358K
|
185K
$7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.52KNew |
$302K - $344K
|
8.52K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.83K+ 10.63% |
$278K - $316K
|
81.5K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.22KNew |
$220K - $251K
|
6.22K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.08K+ 48.44% |
$215K - $245K
|
18.6K
$705K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.52K+ 32.53% |
$196K - $223K
|
22.5K
$851K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.38K+ 6.7% |
$191K - $217K
|
85.6K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.04K+ 5.84% |
$179K - $203K
|
91.4K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 63.24% |
$158K - $180K
|
11.5K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.28K+ 25.51% |
$152K - $173K
|
21.1K
$797K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.22K+ 2.73% |
$150K - $170K
|
159K
$6.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05K+ 202.5% |
$144K - $163K
|
6.05K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
3.96K+ 40.04% |
$140K - $160K
|
13.8K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 6.89% |
$119K - $136K
|
52.3K
$1.98M
|