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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.6MNew |
$377M - $429M
|
10.6M
$389M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.95M+ 21.95% |
$140M - $159M
|
21.9M
$803M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.78M+ 25.25% |
$134M - $152M
|
18.7M
$686M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.17M+ 20.57% |
$77M - $87.6M
|
12.7M
$466M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.41MNew |
$50.2M - $57.1M
|
1.41M
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33M+ 23.0% |
$47.1M - $53.5M
|
7.1M
$260M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.24M+ 28.5% |
$44M - $50.1M
|
5.6M
$205M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06M+ 79.11% |
$37.6M - $42.7M
|
2.4M
$87.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
721K+ 1699.07% |
$25.6M - $29.1M
|
763K
$27.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
610K+ 29.16% |
$21.6M - $24.6M
|
2.7M
$98.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
596K+ 9.9% |
$21.1M - $24M
|
6.62M
$242M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
500K+ 48.34% |
$17.7M - $20.2M
|
1.53M
$56.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
491KNew |
$17.4M - $19.8M
|
491K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
469KNew |
$16.6M - $18.9M
|
469K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
430K+ 16.91% |
$15.3M - $17.4M
|
2.97M
$109M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
383KNew |
$13.6M - $15.4M
|
383K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
351KNew |
$12.4M - $14.2M
|
351K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325K+ 10.42% |
$11.5M - $13.1M
|
3.45M
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
322K+ 17.8% |
$11.4M - $13M
|
2.13M
$78.1M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
314KNew |
$11.1M - $12.7M
|
314K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
310KNew |
$11M - $12.5M
|
310K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
302K+ 81.29% |
$10.7M - $12.2M
|
674K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
302K+ 412.28% |
$10.7M - $12.2M
|
375K
$13.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
297K+ 11.72% |
$10.5M - $12M
|
2.83M
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
287K+ 523.57% |
$10.2M - $11.6M
|
342K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
287K+ 11.53% |
$10.2M - $11.6M
|
2.77M
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
280K+ 24.8% |
$9.94M - $11.3M
|
1.41M
$51.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267K+ 8.25% |
$9.48M - $10.8M
|
3.51M
$129M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227K+ 46.8% |
$8.06M - $9.17M
|
713K
$26.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
222K+ 123.43% |
$7.87M - $8.95M
|
402K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
217KNew |
$7.69M - $8.75M
|
217K
$7.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
217K+ 1943.37% |
$7.69M - $8.74M
|
228K
$8.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
216K+ 639.87% |
$7.65M - $8.7M
|
249K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
213KNew |
$7.56M - $8.6M
|
213K
$7.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
205KNew |
$7.26M - $8.26M
|
205K
$7.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
191K+ 7.82% |
$6.76M - $7.69M
|
2.63M
$96.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
190KNew |
$6.74M - $7.66M
|
190K
$6.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175K+ 19.35% |
$6.21M - $7.07M
|
1.08M
$39.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
168K+ 207.05% |
$5.96M - $6.78M
|
249K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
164K+ 14.84% |
$5.81M - $6.61M
|
1.27M
$46.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
149K+ 13.66% |
$5.3M - $6.03M
|
1.24M
$45.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
149KNew |
$5.27M - $5.99M
|
149K
$5.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
147K+ 25.42% |
$5.2M - $5.91M
|
724K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
134KNew |
$4.74M - $5.39M
|
134K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
133K+ 23.79% |
$4.71M - $5.36M
|
691K
$25.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
132KNew |
$4.66M - $5.31M
|
132K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
128KNew |
$4.53M - $5.16M
|
128K
$4.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
120K+ 264.24% |
$4.27M - $4.86M
|
166K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
119KNew |
$4.21M - $4.78M
|
119K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 11.87% |
$4.06M - $4.62M
|
1.08M
$39.5M
|