Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-14.5K- 50.94% |
$474K - $532K
|
14K
$511K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.7K- 30.32% |
$480K - $540K
|
33.8K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-15.2K- 1.56% |
$495K - $557K
|
956K
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.2K- 44.49% |
$530K - $596K
|
20.3K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.1K- 0.7% |
$560K - $629K
|
2.44M
$89.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-17.8K- 70.69% |
$582K - $653K
|
7.39K
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-17.9K- 73.29% |
$583K - $655K
|
6.51K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-17.9K- 25.88% |
$585K - $658K
|
51.3K
$1.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4K- 34.85% |
$634K - $712K
|
36.3K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-20.1K- 9.42% |
$658K - $739K
|
194K
$7.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20.8K- 84.76% |
$679K - $763K
|
3.74K
$137K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-24.9K- 35.36% |
$814K - $915K
|
45.6K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-28.9K- 64.68% |
$945K - $1.06M
|
15.8K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-32.2K- 8.38% |
$1.05M - $1.18M
|
352K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-34.5K- 32.47% |
$1.13M - $1.26M
|
71.7K
$2.62M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36.2K- 53.15% |
$1.18M - $1.33M
|
31.9K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-41.3K- 13.87% |
$1.35M - $1.52M
|
257K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-81.8K- 16.62% |
$2.67M - $3M
|
410K
$15M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-116K- 74.68% |
$3.79M - $4.26M
|
39.4K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-161K- 89.67% |
$5.26M - $5.91M
|
18.6K
$679K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-862K- 88.71% |
$28.1M - $31.6M
|
110K
$4.02M
|