Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.86M+ 17.49% |
$60.4M - $70.7M
|
12.5M
$434M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56M+ 45.14% |
$50.6M - $59.1M
|
5M
$174M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44M+ 6.56% |
$46.7M - $54.6M
|
23.4M
$812M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
808K+ 119.89% |
$26.2M - $30.7M
|
1.48M
$51.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 3.97% |
$24.2M - $28.3M
|
19.5M
$677M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
723K+ 10.19% |
$23.5M - $27.5M
|
7.82M
$272M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
708K+ 25.53% |
$23M - $26.9M
|
3.48M
$121M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
504K+ 3.96% |
$16.4M - $19.1M
|
13.2M
$460M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
429K+ 187.96% |
$13.9M - $16.3M
|
656K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
415K+ 38.49% |
$13.5M - $15.8M
|
1.49M
$51.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
381K+ 403.77% |
$12.4M - $14.5M
|
475K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
338K+ 15.84% |
$11M - $12.8M
|
2.47M
$85.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
294K+ 5.26% |
$9.57M - $11.2M
|
5.89M
$205M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
277K+ 111.04% |
$9M - $10.5M
|
526K
$18.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
270K+ 9.57% |
$8.79M - $10.3M
|
3.1M
$108M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
231K+ 18.22% |
$7.51M - $8.78M
|
1.5M
$52.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
227K+ 8.4% |
$7.38M - $8.62M
|
2.93M
$102M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
226K+ 444.15% |
$7.34M - $8.58M
|
277K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
221K+ 927.88% |
$7.2M - $8.41M
|
245K
$8.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
221K+ 6.31% |
$7.19M - $8.41M
|
3.73M
$130M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
221K+ 108.8% |
$7.17M - $8.38M
|
423K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
205KNew |
$6.67M - $7.8M
|
205K
$7.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
204K+ 19.2% |
$6.64M - $7.77M
|
1.27M
$44.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202K+ 119.29% |
$6.57M - $7.68M
|
372K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
182KNew |
$5.91M - $6.91M
|
182K
$6.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
181K+ 527.58% |
$5.89M - $6.88M
|
216K
$7.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
167K+ 6.35% |
$5.43M - $6.35M
|
2.8M
$97.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
167K+ 48.83% |
$5.42M - $6.34M
|
509K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 5.31% |
$5.13M - $6M
|
3.13M
$109M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
152K+ 249.83% |
$4.94M - $5.77M
|
213K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
138K+ 5.77% |
$4.5M - $5.26M
|
2.54M
$88.1M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
132KNew |
$4.29M - $5.02M
|
132K
$4.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
131K+ 88.0% |
$4.25M - $4.97M
|
279K
$9.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
131K+ 1.97% |
$4.25M - $4.96M
|
6.75M
$234M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
126K+ 8.92% |
$4.09M - $4.78M
|
1.54M
$53.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
120K+ 5.63% |
$3.9M - $4.56M
|
2.25M
$78.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
113K+ 809.35% |
$3.68M - $4.3M
|
127K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
112K+ 63.15% |
$3.64M - $4.26M
|
290K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
110K+ 452.54% |
$3.57M - $4.18M
|
134K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
109K+ 775.58% |
$3.56M - $4.16M
|
124K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
105KNew |
$3.41M - $3.99M
|
105K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
105K+ 24.72% |
$3.4M - $3.98M
|
528K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 18.84% |
$3.37M - $3.94M
|
655K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
103K+ 30.56% |
$3.34M - $3.91M
|
439K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
102K+ 403.57% |
$3.32M - $3.88M
|
127K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
99.5K+ 84.93% |
$3.23M - $3.78M
|
217K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
94.7K+ 374.76% |
$3.08M - $3.6M
|
120K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
92K+ 621.34% |
$2.99M - $3.49M
|
107K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
90.8K+ 12.73% |
$2.95M - $3.45M
|
805K
$27.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85.3K+ 42.79% |
$2.77M - $3.24M
|
285K
$9.88M
|