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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05K+ 202.5% |
$144K - $163K
|
6.05K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.98K+ 24.23% |
$141K - $161K
|
20.4K
$761K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.98K+ 25.18% |
$141K - $160K
|
19.8K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
3.96K+ 40.04% |
$140K - $160K
|
13.8K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.91K+ 8.76% |
$139K - $158K
|
48.6K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.68K+ 37.4% |
$130K - $148K
|
13.5K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.54K+ 22.61% |
$125K - $143K
|
19.2K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 6.89% |
$119K - $136K
|
52.3K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.3K+ 17.8% |
$117K - $133K
|
21.9K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.24K+ 40.32% |
$115K - $130K
|
11.3K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$114K - $130K
|
3.23K
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 48.58% |
$112K - $128K
|
9.69K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.16K+ 15.6% |
$112K - $128K
|
23.4K
$873K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.94K+ 34.74% |
$104K - $119K
|
11.4K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 28.5% |
$102K - $116K
|
13K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.85K+ 15.12% |
$101K - $115K
|
21.7K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.83K+ 5.4% |
$100K - $114K
|
55.2K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.83K+ 17.35% |
$100K - $114K
|
19.1K
$713K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.82K+ 1.54% |
$100K - $114K
|
186K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.82K+ 1.46% |
$99.9K - $114K
|
196K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.75K+ 85.71% |
$97.6K - $111K
|
5.96K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.73K+ 0.78% |
$96.8K - $110K
|
354K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.66K+ 16.38% |
$94.1K - $107K
|
18.9K
$703K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.63K+ 636.08% |
$93.1K - $106K
|
3.04K
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.53K+ 26.0% |
$89.7K - $102K
|
12.3K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.5K+ 5.09% |
$88.5K - $101K
|
51.6K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.49K+ 2.17% |
$88.3K - $100K
|
117K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.47K+ 13.24% |
$87.7K - $99.8K
|
21.2K
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.4K+ 3.12% |
$84.9K - $96.6K
|
79.2K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.34K+ 13.19% |
$83K - $94.4K
|
20.1K
$748K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.29K+ 2.89% |
$81K - $92.2K
|
81.5K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.28K+ 9.28% |
$80.8K - $91.9K
|
26.8K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 5.89% |
$78.1K - $88.9K
|
39.6K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.1K+ 33.22% |
$74.3K - $84.6K
|
8.41K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 9.24% |
$71.8K - $81.6K
|
23.9K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.01KNew |
$71.1K - $80.9K
|
2.01K
$74.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2KNew |
$70.9K - $80.7K
|
2K
$74.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.93K+ 51.66% |
$68.5K - $77.9K
|
5.67K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.93KNew |
$68.3K - $77.7K
|
1.93K
$71.8K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.83K+ 248.03% |
$64.8K - $73.7K
|
2.57K
$95.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.81K+ 2.45% |
$64.1K - $72.9K
|
75.4K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.78K+ 1.61% |
$63.2K - $71.9K
|
112K
$4.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.78K+ 22.11% |
$63K - $71.7K
|
9.82K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.72KNew |
$61K - $69.4K
|
1.72K
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.71K+ 2.48% |
$60.6K - $69K
|
70.6K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1.69K+ 26.05% |
$59.9K - $68.2K
|
8.18K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.67KNew |
$59K - $67.1K
|
1.67K
$62K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.65K+ 5.66% |
$58.6K - $66.7K
|
30.9K
$1.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.55KNew |
$54.9K - $62.5K
|
1.55K
$57.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.49K+ 11.88% |
$52.7K - $60K
|
14K
$522K
|