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 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.37K- 19.16% |
$48.7K - $55.4K
|
5.8K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.39K- 6.37% |
$49.4K - $56.2K
|
20.5K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.84K- 4.06% |
$65.1K - $74.1K
|
43.4K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.86K- 0.32% |
$65.9K - $75K
|
573K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.96K- 44.75% |
$69.5K - $79.1K
|
2.42K
$90.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.54K- 7.52% |
$90.1K - $103K
|
31.3K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2.87K- 15.89% |
$102K - $116K
|
15.2K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.93K- 6.94% |
$104K - $118K
|
39.3K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 99.05% |
$107K - $121K
|
29
$1.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-3.36K- 3.13% |
$119K - $135K
|
104K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 21.44% |
$127K - $145K
|
13.1K
$489K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4K- 28.63% |
$142K - $161K
|
9.97K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 8.77% |
$149K - $169K
|
43.7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.38K- 10.66% |
$155K - $176K
|
36.7K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-4.74K- 19.48% |
$168K - $191K
|
19.6K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.75K- 24.3% |
$168K - $192K
|
14.8K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 1.94% |
$177K - $201K
|
252K
$9.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.25K- 3.91% |
$186K - $212K
|
129K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.7K- 36.46% |
$273K - $311K
|
13.4K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.21K- 11.17% |
$291K - $331K
|
65.3K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-9.75K- 16.46% |
$346K - $393K
|
49.5K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10.8K- 3.45% |
$382K - $435K
|
302K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.4K- 5.91% |
$406K - $462K
|
182K
$6.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.2K- 38.59% |
$538K - $612K
|
24.2K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.7K- 5.19% |
$590K - $672K
|
304K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-18.5K- 24.43% |
$657K - $748K
|
57.4K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22.9K- 64.26% |
$811K - $922K
|
12.7K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23.9K- 63.13% |
$849K - $966K
|
14K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-24.9K- 42.74% |
$883K - $1M
|
33.4K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.2K- 13.29% |
$964K - $1.1M
|
177K
$6.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.3K- 42.12% |
$968K - $1.1M
|
37.5K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.7K- 19.06% |
$983K - $1.12M
|
118K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-33.4K- 92.2% |
$1.18M - $1.35M
|
2.83K
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-34.2K- 15.3% |
$1.21M - $1.38M
|
189K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-38.1K- 10.33% |
$1.35M - $1.54M
|
330K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40K- 99.89% |
$1.42M - $1.61M
|
44
$1.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.2K- 2.12% |
$1.64M - $1.86M
|
2.13M
$79.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-63.5K- 38.05% |
$2.25M - $2.56M
|
103K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-66K- 65.78% |
$2.34M - $2.66M
|
34.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-85.1K- 25.18% |
$3.02M - $3.43M
|
253K
$9.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-86.8K- 21.14% |
$3.08M - $3.5M
|
324K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-90.1K- 48.2% |
$3.19M - $3.63M
|
96.9K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 67.12% |
$3.65M - $4.15M
|
50.4K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-223K- 90.31% |
$7.89M - $8.98M
|
23.9K
$889K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-451K- 96.21% |
$16M - $18.2M
|
17.8K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-747K- 96.88% |
$26.5M - $30.1M
|
24K
$895K
|