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 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.83K+ 10.63% |
$278K - $316K
|
81.5K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.74KNew |
$274K - $312K
|
7.74K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.73KNew |
$274K - $312K
|
7.73K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.72KNew |
$274K - $311K
|
7.72K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
7.66K+ 3.39% |
$272K - $309K
|
234K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.27K+ 3.9% |
$258K - $293K
|
194K
$7.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.25KNew |
$257K - $292K
|
7.25K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.01K+ 4674.0% |
$249K - $283K
|
7.16K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.01KNew |
$248K - $283K
|
7.01K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.97KNew |
$247K - $281K
|
6.97K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
6.81KNew |
$242K - $275K
|
6.81K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.78K+ 9.63% |
$240K - $273K
|
77.2K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
6.67K+ 85.48% |
$236K - $269K
|
14.5K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.45KNew |
$229K - $260K
|
6.45K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.43K+ 8.57% |
$228K - $259K
|
81.5K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.34KNew |
$225K - $256K
|
6.34K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.31KNew |
$224K - $254K
|
6.31K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.22KNew |
$220K - $251K
|
6.22K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.08K+ 48.44% |
$215K - $245K
|
18.6K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.01KNew |
$213K - $242K
|
6.01K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.86K+ 12.17% |
$208K - $236K
|
54K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.82K+ 9.31% |
$206K - $235K
|
68.3K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.81KNew |
$206K - $234K
|
5.81K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.77K+ 65.42% |
$204K - $233K
|
14.6K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.72KNew |
$203K - $231K
|
5.72K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5.62KNew |
$199K - $226K
|
5.62K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
5.61K+ 70.9% |
$199K - $226K
|
13.5K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.52K+ 32.53% |
$196K - $223K
|
22.5K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.42K+ 4.14% |
$192K - $218K
|
136K
$5.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.38K+ 6.7% |
$191K - $217K
|
85.6K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.32K+ 19.47% |
$188K - $214K
|
32.6K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.25K+ 91.53% |
$186K - $212K
|
11K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.25K+ 6.82% |
$186K - $212K
|
82.2K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.24K+ 14.52% |
$186K - $211K
|
41.4K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.11K+ 1.33% |
$181K - $206K
|
390K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.1K+ 8.27% |
$181K - $206K
|
66.8K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.07K+ 4.37% |
$180K - $205K
|
121K
$4.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.04K+ 5.84% |
$179K - $203K
|
91.4K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.03K+ 7.46% |
$178K - $203K
|
72.5K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.82K+ 13.56% |
$171K - $194K
|
40.3K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
4.79K+ 6.79% |
$170K - $193K
|
75.4K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.71K+ 28.29% |
$167K - $190K
|
21.4K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.62K+ 9.73% |
$164K - $186K
|
52.1K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.57K+ 8.0% |
$162K - $184K
|
61.6K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.46K+ 14.01% |
$158K - $180K
|
36.3K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 63.24% |
$158K - $180K
|
11.5K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.28K+ 25.51% |
$152K - $173K
|
21.1K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.22K+ 2.73% |
$150K - $170K
|
159K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.1K+ 6.13% |
$145K - $165K
|
71K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.09K+ 20.77% |
$145K - $165K
|
23.8K
$886K
|