Latest Institutional Purchases of First Tr ETF Vi Smid Cap Risin (SDVY)

SDVY Quotes by TradingView

This list provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
 -
10.2K
New
$333K - $374K
10.2K $351K
Nov 08, 2024 Q3 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
8.73K
New
$285K - $320K
8.73K $300K
Oct 31, 2024 Q3 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
7.72K
New
$252K - $283K
7.72K $265K
Oct 30, 2024 Q3 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
7.17K
New
$234K - $263K
7.17K $246K
Oct 04, 2024 Q3 2024
Triton Wealth Management, Pllc

BUY
 -
6.59K
New
$215K - $242K
6.59K $227K
Nov 13, 2024 Q3 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
6.03K
New
$197K - $221K
6.03K $207K
Nov 12, 2024 Q3 2024
Covenant Asset Management, LLC

BUY
 -
5.9K
New
$193K - $216K
5.9K $203K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
5.85K
New
$191K - $215K
5.85K $201K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
5.55K
+ 8.76%
$181K - $204K
69K $2.37M
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
5.55K
+ 39.69%
$181K - $204K
19.5K $671K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
1.9K
New
$62K - $69.7K
1.9K $65.3K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
872
+ 10.82%
$28.5K - $32K
8.93K $307K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
666
New
$21.7K - $24.4K
666 $22.9K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
400
New
$13.1K - $14.7K
400 $13.7K
Nov 14, 2024 Q3 2024
Aft, Forsyth & Sober, LLC

BUY
 -
300
+ 0.12%
$9.8K - $11K
251K $8.61M
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
200
New
$6.53K - $7.34K
200 $6.87K
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
128
New
$4.18K - $4.7K
128 $4.4K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
100
New
$3.27K - $3.67K
100 $3.44K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
36
New
$1.18K - $1.32K
36 $1.24K
Oct 25, 2024 Q3 2024
Aspire Private Capital, LLC

BUY
 -
1
+ 1.05%
$32.7 - $36.7
96 $3.3K
Q2 2024
Aug 08, 2024 Q2 2024
Tmd Wealth Management, LLC

BUY
 -
113K
+ 52.82%
$3.66M - $3.95M
327K $11.2M
Aug 06, 2024 Q2 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
15.8K
New
$509K - $550K
15.8K $541K
Aug 13, 2024 Q2 2024
Pillar Wealth Advisors, LLC

BUY
 -
12.6K
New
$408K - $440K
12.6K $433K
Aug 14, 2024 Q2 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
10.1K
New
$325K - $351K
10.1K $345K
Jul 10, 2024 Q2 2024
Albion Financial Group

BUY
 -
8.25K
New
$267K - $288K
8.25K $283K
Jul 25, 2024 Q2 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
6.04K
New
$195K - $211K
6.04K $207K
Aug 13, 2024 Q2 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.75K
+ 15.75%
$56.6K - $61.2K
12.9K $442K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
58
New
$1.88K - $2.02K
58 $1.99K
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
31
New
$1K - $1.08K
31 $1.06K
Jul 02, 2024 Q2 2024
M&R Capital Management Inc

BUY
 -
5
+ 2.33%
$162 - $175
220 $7.56K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
677K
+ 781.48%
$21.1M - $23.6M
763K $26.2M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
258K
+ 63.17%
$8.04M - $8.97M
666K $22.9M
Apr 30, 2024 Q1 2024
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
38.6K
New
$1.2M - $1.34M
38.6K $1.33M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
16.5K
New
$515K - $575K
16.5K $567K
Apr 25, 2024 Q1 2024
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
6.5K
New
$203K - $226K
6.5K $223K
May 07, 2024 Q1 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
3.68K
New
$115K - $128K
3.68K $127K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
2.77K
+ 17.46%
$86.4K - $96.3K
18.6K $639K
May 15, 2024 Q1 2024
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
2.68K
New
$83.6K - $93.2K
2.68K $92K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
2.5K
New
$78K - $87.1K
2.5K $85.9K
May 08, 2024 Q1 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
642
New
$20K - $22.4K
642 $22.1K
Apr 15, 2024 Q1 2024
Sound Income Strategies, LLC

BUY
 -
500
New
$15.6K - $17.4K
500 $17.2K
Apr 30, 2024 Q1 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
472
New
$14.7K - $16.4K
472 $16.2K
Apr 12, 2024 Q1 2024
Harbor Investment Advisory, LLC

BUY
 -
190
+ 19.59%
$5.93K - $6.62K
1.16K $39.8K
Apr 24, 2024 Q1 2024
Iag Wealth Partners, LLC

BUY
 -
150
New
$4.68K - $5.22K
150 $5.15K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
100
New
$3.12K - $3.48K
100 $3.44K
Apr 17, 2024 Q1 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
13
New
$406 - $453
13 $447
Q4 2023
Feb 13, 2024 Q4 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
13.6K
+ 13.27%
$359K - $451K
116K $3.98M
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
9.14K
New
$242K - $304K
9.14K $314K
Feb 14, 2024 Q4 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
8.7K
New
$230K - $289K
8.7K $299K

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