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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$114K - $130K
|
3.23K
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 48.58% |
$112K - $128K
|
9.69K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.94K+ 34.74% |
$104K - $119K
|
11.4K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 28.5% |
$102K - $116K
|
13K
$484K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.85K+ 15.12% |
$101K - $115K
|
21.7K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.83K+ 5.4% |
$100K - $114K
|
55.2K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.82K+ 1.46% |
$99.9K - $114K
|
196K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.73K+ 0.78% |
$96.8K - $110K
|
354K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.63K+ 636.08% |
$93.1K - $106K
|
3.04K
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.53K+ 26.0% |
$89.7K - $102K
|
12.3K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.5K+ 5.09% |
$88.5K - $101K
|
51.6K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.4K+ 3.12% |
$84.9K - $96.6K
|
79.2K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.29K+ 2.89% |
$81K - $92.2K
|
81.5K
$3.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.28K+ 9.28% |
$80.8K - $91.9K
|
26.8K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.1K+ 33.22% |
$74.3K - $84.6K
|
8.41K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 9.24% |
$71.8K - $81.6K
|
23.9K
$895K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.01KNew |
$71.1K - $80.9K
|
2.01K
$75K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.81K+ 2.45% |
$64.1K - $72.9K
|
75.4K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.78K+ 1.61% |
$63.2K - $71.9K
|
112K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.72KNew |
$61K - $69.4K
|
1.72K
$64.3K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1.69K+ 26.05% |
$59.9K - $68.2K
|
8.18K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.67KNew |
$59K - $67.1K
|
1.67K
$62.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.49K+ 11.88% |
$52.7K - $60K
|
14K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.47K+ 17.71% |
$52.3K - $59.4K
|
9.8K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$51.8K - $58.9K
|
1.46K
$54.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01KNew |
$35.7K - $40.7K
|
1.01K
$37.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
875New |
$31K - $35.3K
|
875
$32.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
800New |
$28.4K - $32.3K
|
800
$29.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
760New |
$26.9K - $30.7K
|
760
$28.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
748+ 36.72% |
$26.5K - $30.2K
|
2.79K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
726+ 11.56% |
$25.7K - $29.3K
|
7.01K
$262K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
726+ 9.86% |
$25.7K - $29.3K
|
8.09K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
724New |
$25.7K - $29.2K
|
724
$27.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
716+ 0.97% |
$25.4K - $28.9K
|
74.8K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
710+ 20.03% |
$25.2K - $28.6K
|
4.26K
$159K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
668+ 1.41% |
$23.7K - $26.9K
|
48.1K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
653+ 5.76% |
$23.1K - $26.3K
|
12K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
574+ 5.29% |
$20.3K - $23.1K
|
11.4K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
549+ 0.26% |
$19.5K - $22.1K
|
212K
$7.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
516+ 19.45% |
$18.3K - $20.8K
|
3.17K
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
485New |
$17.2K - $19.6K
|
485
$18.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
443+ 138.87% |
$15.7K - $17.9K
|
762
$28.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
362+ 1.18% |
$12.8K - $14.6K
|
31K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
306+ 157.73% |
$10.8K - $12.3K
|
500
$18.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
297+ 0.51% |
$10.5K - $12K
|
58.9K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224+ 1.08% |
$7.94K - $9.03K
|
21K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
187+ 0.44% |
$6.63K - $7.54K
|
42.2K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
145+ 1.97% |
$5.14K - $5.85K
|
7.5K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 0.37% |
$3.55K - $4.03K
|
26.9K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$3.55K - $4.03K
|
100
$3.74K
|