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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$3.55K - $4.03K
|
100
$3.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
88+ 1.08% |
$3.12K - $3.55K
|
8.26K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
78+ 0.55% |
$2.77K - $3.15K
|
14.2K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
78+ 0.33% |
$2.77K - $3.15K
|
24K
$894K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
59+ 1.19% |
$2.09K - $2.38K
|
5.03K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
58+ 0.4% |
$2.06K - $2.34K
|
14.4K
$536K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
46New |
$1.63K - $1.86K
|
46
$1.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 0.5% |
$1.45K - $1.65K
|
8.26K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
37+ 0.52% |
$1.31K - $1.49K
|
7.21K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
32+ 8.0% |
$1.13K - $1.29K
|
432
$16.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28+ 0.15% |
$993 - $1.13K
|
19.3K
$717K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
18+ 0.25% |
$638 - $726
|
7.08K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14New |
$496 - $565
|
14
$522
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$425 - $484
|
11K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.03% |
$213 - $242
|
17.9K
$667K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.71% |
$106 - $121
|
423
$15.8K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$106 - $121
|
3
$112
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.02% |
$70.9 - $80.7
|
199
$7.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.36% |
$70.9 - $80.7
|
565
$21K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$70.9 - $80.7
|
15.1K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$70.9 - $80.7
|
11.9K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$35.5 - $40.3
|
10.9K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.23% |
$957 - $1.09K
|
11.8K
$440K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-43- 0.33% |
$1.52K - $1.73K
|
12.8K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-44- 0.43% |
$1.56K - $1.77K
|
10.2K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-53- 1.33% |
$1.88K - $2.14K
|
3.94K
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-74- 0.69% |
$2.62K - $2.98K
|
10.7K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-93- 2.14% |
$3.3K - $3.75K
|
4.25K
$158K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-103- 0.19% |
$3.65K - $4.15K
|
55.1K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-108- 23.79% |
$3.83K - $4.36K
|
346
$12.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-173- 2.74% |
$6.13K - $6.98K
|
6.14K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-236- 1.44% |
$8.37K - $9.52K
|
16.2K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-254- 33.03% |
$9K - $10.2K
|
515
$19.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-261- 30.78% |
$9.25K - $10.5K
|
587
$21.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-295- 68.29% |
$10.5K - $11.9K
|
137
$5.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-350- 51.85% |
$12.4K - $14.1K
|
325
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-358- 3.68% |
$12.7K - $14.4K
|
9.38K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-398- 3.02% |
$14.1K - $16.1K
|
12.8K
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-415- 0.56% |
$14.7K - $16.7K
|
73.5K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-451- 2.46% |
$16K - $18.2K
|
17.9K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-575- 8.84% |
$20.4K - $23.2K
|
5.93K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-665- 2.66% |
$23.6K - $26.8K
|
24.3K
$905K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-735- 28.41% |
$26.1K - $29.6K
|
1.85K
$69K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-789- 5.62% |
$28K - $31.8K
|
13.2K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-866- 5.44% |
$30.7K - $34.9K
|
15K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.05K- 0.46% |
$37.3K - $42.4K
|
228K
$8.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.25K- 0.22% |
$44.2K - $50.3K
|
565K
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.26K- 0.95% |
$44.6K - $50.8K
|
132K
$4.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.28K- 10.89% |
$45.3K - $51.5K
|
10.4K
$389K
|