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 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.47K+ 17.71% |
$52.3K - $59.4K
|
9.8K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$51.8K - $58.9K
|
1.46K
$54.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.45K+ 1.77% |
$51.2K - $58.3K
|
83.3K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.41K+ 4.17% |
$49.9K - $56.8K
|
35.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.32K+ 20.8% |
$46.7K - $53.1K
|
7.65K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26KNew |
$44.6K - $50.8K
|
1.26K
$46.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.26K+ 147.71% |
$44.6K - $50.7K
|
2.11K
$78.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.25K+ 4.04% |
$44.4K - $50.5K
|
32.2K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22KNew |
$43.3K - $49.3K
|
1.22K
$45.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.2KNew |
$42.5K - $48.4K
|
1.2K
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.2KNew |
$42.5K - $48.4K
|
1.2K
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.19KNew |
$42.3K - $48.1K
|
1.19K
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.1K+ 17.64% |
$39K - $44.4K
|
7.34K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01KNew |
$35.7K - $40.7K
|
1.01K
$37.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1K+ 0.29% |
$35.5K - $40.4K
|
342K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1KNew |
$35.5K - $40.3K
|
1K
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 12.16% |
$35.5K - $40.3K
|
9.22K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
941+ 5.1% |
$33.4K - $38K
|
19.4K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
885+ 21.73% |
$31.4K - $35.7K
|
4.96K
$185K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
875New |
$31K - $35.3K
|
875
$32.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
859New |
$30.5K - $34.6K
|
859
$32K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
811+ 2.87% |
$28.7K - $32.7K
|
29.1K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
800New |
$28.4K - $32.3K
|
800
$29.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
760New |
$26.9K - $30.7K
|
760
$28.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
748+ 36.72% |
$26.5K - $30.2K
|
2.79K
$104K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
726+ 9.86% |
$25.7K - $29.3K
|
8.09K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
726+ 11.56% |
$25.7K - $29.3K
|
7.01K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
724New |
$25.7K - $29.2K
|
724
$27K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
716+ 0.97% |
$25.4K - $28.9K
|
74.8K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
710+ 20.03% |
$25.2K - $28.6K
|
4.26K
$158K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
668+ 1.41% |
$23.7K - $26.9K
|
48.1K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
653+ 5.76% |
$23.1K - $26.3K
|
12K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
605+ 307.11% |
$21.4K - $24.4K
|
802
$29.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
574+ 5.29% |
$20.3K - $23.1K
|
11.4K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
560New |
$19.9K - $22.6K
|
560
$20.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
549+ 0.26% |
$19.5K - $22.1K
|
212K
$7.9M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
469+ 8.02% |
$16.6K - $18.9K
|
6.31K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
443+ 138.87% |
$15.7K - $17.9K
|
762
$28.4K
|
|
|
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
$18.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
297+ 0.51% |
$10.5K - $12K
|
58.9K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
249New |
$8.83K - $10K
|
249
$9.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224+ 1.08% |
$7.94K - $9.03K
|
21K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
200+ 1.47% |
$7.09K - $8.07K
|
13.8K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
187+ 0.44% |
$6.63K - $7.54K
|
42.2K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
145+ 1.97% |
$5.14K - $5.85K
|
7.5K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
109+ 0.28% |
$3.86K - $4.4K
|
39.2K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 0.37% |
$3.55K - $4.03K
|
26.9K
$1M
|