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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.9K+ 15.51% |
$598K - $681K
|
126K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.6K+ 45.3% |
$587K - $668K
|
53.1K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.9KNew |
$564K - $641K
|
15.9K
$537K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.8K+ 8.53% |
$561K - $638K
|
201K
$6.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
15.4KNew |
$546K - $621K
|
15.4K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
15K+ 2.23% |
$532K - $605K
|
686K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14.7K+ 7.8% |
$520K - $592K
|
203K
$6.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.6K+ 23.91% |
$517K - $588K
|
75.6K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.4KNew |
$510K - $581K
|
14.4K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 29.98% |
$510K - $580K
|
62.4K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.7K+ 33.25% |
$485K - $552K
|
54.9K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 73.71% |
$483K - $549K
|
32.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.6K+ 240.86% |
$481K - $547K
|
19.2K
$648K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.6K+ 7.39% |
$481K - $547K
|
197K
$6.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.4KNew |
$476K - $541K
|
13.4K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
13K+ 3.22% |
$461K - $525K
|
417K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.5KNew |
$443K - $504K
|
12.5K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
12.4KNew |
$441K - $502K
|
12.4K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 9.47% |
$434K - $494K
|
142K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.2K+ 9.23% |
$434K - $494K
|
145K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.1K+ 26.28% |
$429K - $488K
|
58.2K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12K+ 58.58% |
$426K - $484K
|
32.5K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12K+ 6.68% |
$426K - $484K
|
192K
$6.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.9K+ 31.19% |
$421K - $479K
|
49.9K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.5KNew |
$407K - $463K
|
11.5K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.3K+ 114.37% |
$401K - $456K
|
21.2K
$715K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3K+ 22.2% |
$400K - $455K
|
62.1K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
11.1K+ 13.63% |
$394K - $448K
|
92.7K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.7K+ 35.14% |
$378K - $430K
|
41K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.7K+ 6.71% |
$378K - $430K
|
170K
$5.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10.6KNew |
$375K - $427K
|
10.6K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$374K - $425K
|
10.5K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.5K+ 24.44% |
$372K - $424K
|
53.5K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.1K+ 63.83% |
$358K - $407K
|
25.9K
$875K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10K+ 75.69% |
$355K - $404K
|
23.2K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.95K+ 9.96% |
$353K - $401K
|
110K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.94KNew |
$352K - $401K
|
9.94K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.9KNew |
$351K - $399K
|
9.9K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.74K+ 2.35% |
$345K - $393K
|
424K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.71KNew |
$344K - $392K
|
9.71K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.7K+ 31.28% |
$344K - $391K
|
40.7K
$1.37M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.65K+ 28.59% |
$342K - $389K
|
43.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.6K+ 11.8% |
$340K - $387K
|
90.9K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.53K+ 66.56% |
$338K - $384K
|
23.9K
$805K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9.27K+ 86.92% |
$329K - $374K
|
19.9K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.21KNew |
$327K - $372K
|
9.21K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.14KNew |
$324K - $369K
|
9.14K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.9K+ 9.41% |
$316K - $359K
|
103K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 5.05% |
$315K - $358K
|
185K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
8.53KNew |
$303K - $344K
|
8.53K
$288K
|