First Tr ETF Vi Smid Cap Risin SDVY

SDVY Quotes by TradingView
Institutional shares held 187 Million
10.7K calls
0 puts
Total value of holdings $6.48B
$371K calls
$0 puts
# of Institutions 502

Quarterly Institutional Activity in SDVY

Shares Bought
Shares Sold
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Top Institutions Holding SDVY

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Latest Institutional Activity in SDVY

Top Purchases

Q1 2025
Raymond James Financial Inc Shares Held: 12.5M ($434M)
1.86M Shares purchased
17.49% Added
Q1 2025
Cetera Investment Advisers Shares Held: 5M ($174M)
1.56M Shares purchased
45.14% Added
Q1 2025
Lpl Financial LLC Shares Held: 23.4M ($812M)
1.44M Shares purchased
6.56% Added
Q1 2025
New Edge Advisors, LLC Shares Held: 1.48M ($51.5M)
808K Shares purchased
119.89% Added
Q1 2025
Morgan Stanley Shares Held: 19.5M ($677M)
744K Shares purchased
3.97% Added
View All Buyers

Top Sells

Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 600K ($20.9M)
481K Shares sold
44.47% Reduced
Q1 2025
Presidio Capital Management, LLC Shares Held: 7.44K ($258K)
245K Shares sold
97.06% Reduced
Q1 2025
Golden State Wealth Management, LLC Shares Held: 295K ($10.2M)
232K Shares sold
44.02% Reduced
Q1 2025
Gds Wealth Management Shares Held: 190K ($6.61M)
215K Shares sold
53.0% Reduced
Q1 2025
Cibc World Market Inc. Shares Held: 8.98K ($312K)
208K Shares sold
95.86% Reduced
View All Sellers

About SDVY

SDVY Chart by TradingView
SDVY Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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