Latest Institutional Transactions on First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$333K - $374K
|
10.2K
$340K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.13K- 29.82% |
$167K - $188K
|
12.1K
$402K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 5.53% |
$33K - $37.1K
|
17.3K
$575K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
36New |
$1.18K - $1.32K
|
36
$1.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
30.3KNew |
$989K - $1.11M
|
30.3K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
5.85KNew |
$191K - $215K
|
5.85K
$195K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.57K- 7.93% |
$83.8K - $94.1K
|
29.8K
$992K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128New |
$4.18K - $4.7K
|
128
$4.26K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.59KNew |
$215K - $242K
|
6.59K
$220K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.1KNew |
$325K - $351K
|
10.1K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$408K - $440K
|
12.6K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-226- 4.01% |
$7.31K - $7.89K
|
5.41K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.75K+ 15.75% |
$56.6K - $61.2K
|
12.9K
$429K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65.1K- 38.36% |
$2.1M - $2.27M
|
105K
$3.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.5K- 7.58% |
$468K - $506K
|
177K
$5.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
113K+ 52.82% |
$3.66M - $3.95M
|
327K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75.1K- 77.44% |
$2.43M - $2.62M
|
21.9K
$729K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.8KNew |
$509K - $550K
|
15.8K
$525K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.12K- 1.42% |
$36K - $38.9K
|
77.5K
$2.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-416- 24.73% |
$13.4K - $14.5K
|
1.27K
$42.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.04KNew |
$195K - $211K
|
6.04K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$1K - $1.08K
|
31
$1.03K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$1.88K - $2.02K
|
58
$1.93K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-9.94K- 89.23% |
$321K - $347K
|
1.2K
$40K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-39.6K- 65.99% |
$1.28M - $1.38M
|
20.4K
$679K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$267K - $288K
|
8.25K
$275K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 2.33% |
$162 - $175
|
220
$7.33K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-39- 46.43% |
$1.22K - $1.36K
|
45
$1.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
16.5KNew |
$515K - $575K
|
16.5K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.68KNew |
$83.6K - $93.2K
|
2.68K
$89.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
677K+ 781.48% |
$21.1M - $23.6M
|
763K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
258K+ 63.17% |
$8.04M - $8.97M
|
666K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.27K- 17.21% |
$39.6K - $44.2K
|
6.11K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.12K - $3.48K
|
100
$3.33K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-37.1K- 83.09% |
$1.16M - $1.29M
|
7.55K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.5KNew |
$78K - $87.1K
|
2.5K
$83.3K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
642New |
$20K - $22.4K
|
642
$21.4K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.68KNew |
$115K - $128K
|
3.68K
$123K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 17.46% |
$86.4K - $96.3K
|
18.6K
$620K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
472New |
$14.7K - $16.4K
|
472
$15.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38.6KNew |
$1.2M - $1.34M
|
38.6K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.5KNew |
$203K - $226K
|
6.5K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$4.68K - $5.22K
|
150
$5K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$406 - $453
|
13
$433
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$15.6K - $17.4K
|
500
$16.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
190+ 19.59% |
$5.93K - $6.62K
|
1.16K
$38.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1New |
$26.5 - $33.2
|
1
$33.3
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$238 - $299
|
9
$300
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.7KNew |
$230K - $289K
|
8.7K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.6K+ 13.27% |
$359K - $451K
|
116K
$3.86M
|
|