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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
270K+ 9.57% |
$8.79M - $10.3M
|
3.1M
$97.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
221K+ 6.31% |
$7.19M - $8.41M
|
3.73M
$117M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202K+ 119.29% |
$6.57M - $7.68M
|
372K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
152K+ 249.83% |
$4.94M - $5.77M
|
213K
$6.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
131K+ 88.0% |
$4.25M - $4.97M
|
279K
$8.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
110K+ 452.54% |
$3.57M - $4.18M
|
134K
$4.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
105KNew |
$3.41M - $3.99M
|
105K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
81.6K+ 68.82% |
$2.65M - $3.1M
|
200K
$6.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67.9K+ 35.17% |
$2.21M - $2.58M
|
261K
$8.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.7K+ 22.98% |
$2.07M - $2.42M
|
341K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 7.17% |
$1.66M - $1.94M
|
764K
$24M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46.8K+ 106293.18% |
$1.52M - $1.78M
|
46.8K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
45.4K+ 11.59% |
$1.48M - $1.73M
|
438K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
31.2K+ 5.5% |
$1.02M - $1.19M
|
599K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
25.9K+ 61.42% |
$843K - $986K
|
68.2K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
23.1K+ 12.46% |
$752K - $879K
|
209K
$6.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
22.6K+ 68.57% |
$733K - $858K
|
55.5K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
20K+ 5.65% |
$651K - $761K
|
375K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
18.2K+ 26.72% |
$590K - $690K
|
86.2K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17.4K+ 20.29% |
$564K - $660K
|
103K
$3.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 21.95% |
$493K - $576K
|
84.2K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.3K+ 12.72% |
$465K - $543K
|
127K
$3.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
12.1K+ 2.46% |
$392K - $459K
|
503K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.3K+ 5.79% |
$368K - $431K
|
207K
$6.49M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 4.05% |
$331K - $387K
|
262K
$8.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.09K+ 16.56% |
$295K - $345K
|
64K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.71K+ 95.28% |
$283K - $331K
|
17.9K
$560K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.37K+ 58.15% |
$272K - $318K
|
22.8K
$713K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.3KNew |
$237K - $277K
|
7.3K
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.21KNew |
$234K - $274K
|
7.21K
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.98K+ 112.29% |
$227K - $265K
|
13.2K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.59K+ 8.27% |
$214K - $250K
|
86.2K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.95K+ 7.3% |
$193K - $226K
|
87.5K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.71K+ 11.78% |
$186K - $217K
|
54.2K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
5.5K+ 723.68% |
$179K - $209K
|
6.26K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5K+ 23.74% |
$162K - $190K
|
26.1K
$817K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.67K+ 4.51% |
$152K - $177K
|
108K
$3.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.52K+ 12.08% |
$147K - $172K
|
41.9K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
4.4K+ 23.62% |
$143K - $167K
|
23K
$721K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.16K+ 3250.0% |
$135K - $158K
|
4.29K
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
3.03K+ 8.42% |
$98.5K - $115K
|
39K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.91K+ 14.51% |
$94.7K - $111K
|
23K
$721K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.06K+ 28.82% |
$67.1K - $78.4K
|
9.23K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.03K+ 0.32% |
$66K - $77.1K
|
641K
$20.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 1.82% |
$64.9K - $75.9K
|
112K
$3.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.75K+ 2.38% |
$56.9K - $66.6K
|
75.2K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.07K+ 1.32% |
$34.8K - $40.7K
|
82.5K
$2.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
944+ 8.84% |
$30.7K - $35.9K
|
11.6K
$364K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
784+ 5.8% |
$25.5K - $29.8K
|
14.3K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
450+ 38.79% |
$14.6K - $17.1K
|
1.61K
$50.5K
|