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 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
82.6K+ 421.03% |
$2.68M - $3.14M
|
102K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
81.6K+ 68.82% |
$2.65M - $3.1M
|
200K
$6.96M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1K+ 106.01% |
$2.44M - $2.85M
|
146K
$5.07M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
74.9K+ 520.47% |
$2.44M - $2.85M
|
89.3K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71.2K+ 64.35% |
$2.31M - $2.71M
|
182K
$6.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67.9K+ 35.17% |
$2.21M - $2.58M
|
261K
$9.07M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
64.1K+ 36.13% |
$2.08M - $2.43M
|
241K
$8.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.7K+ 22.98% |
$2.07M - $2.42M
|
341K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
63.5K+ 29.89% |
$2.06M - $2.41M
|
276K
$9.59M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62.8KNew |
$2.04M - $2.39M
|
62.8K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
58.3KNew |
$1.89M - $2.21M
|
58.3K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
56.5K+ 52.12% |
$1.83M - $2.15M
|
165K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.4K+ 31.15% |
$1.8M - $2.1M
|
233K
$8.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.9KNew |
$1.78M - $2.09M
|
54.9K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
53.9K+ 15.36% |
$1.75M - $2.05M
|
405K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53.5K+ 27.04% |
$1.74M - $2.03M
|
251K
$8.72M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.3K+ 3.41% |
$1.7M - $1.99M
|
1.59M
$55.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 7.17% |
$1.66M - $1.94M
|
764K
$26.6M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
49.6KNew |
$1.61M - $1.89M
|
49.6K
$1.72M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
47.8K+ 109.22% |
$1.55M - $1.82M
|
91.5K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
46.9K+ 339.14% |
$1.52M - $1.78M
|
60.8K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46.8K+ 106293.18% |
$1.52M - $1.78M
|
46.8K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
45.4K+ 11.59% |
$1.48M - $1.73M
|
438K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44.3K+ 71.38% |
$1.44M - $1.68M
|
106K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
44K+ 63.02% |
$1.43M - $1.67M
|
114K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
43.6K+ 686.88% |
$1.42M - $1.65M
|
49.9K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
42.6K+ 18.21% |
$1.38M - $1.62M
|
277K
$9.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
40.5K+ 6.69% |
$1.32M - $1.54M
|
646K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
39.3K+ 27.78% |
$1.28M - $1.49M
|
181K
$6.28M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
38.1K+ 302.16% |
$1.24M - $1.45M
|
50.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38K+ 10.19% |
$1.23M - $1.44M
|
411K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
37.2K+ 299.01% |
$1.21M - $1.41M
|
49.6K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.3K+ 6.96% |
$1.18M - $1.38M
|
557K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
35.8K+ 61.49% |
$1.16M - $1.36M
|
94K
$3.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34.4KNew |
$1.12M - $1.31M
|
34.4K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.5K+ 43.36% |
$1.09M - $1.27M
|
111K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33K+ 9.64% |
$1.07M - $1.25M
|
375K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
32.4K+ 47.96% |
$1.05M - $1.23M
|
99.9K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31.5K+ 8.41% |
$1.02M - $1.2M
|
407K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
31.2K+ 5.5% |
$1.02M - $1.19M
|
599K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30.9K+ 11.2% |
$1M - $1.17M
|
306K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.1K+ 200.01% |
$978K - $1.14M
|
45.1K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
27.8K+ 8.85% |
$904K - $1.06M
|
342K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
27.4K+ 22.77% |
$889K - $1.04M
|
148K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
27KNew |
$877K - $1.03M
|
27K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27K+ 2.17% |
$877K - $1.03M
|
1.27M
$44.1M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
26.8K+ 2.75% |
$872K - $1.02M
|
1M
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3KNew |
$853K - $998K
|
26.3K
$912K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
26K+ 9.12% |
$846K - $989K
|
311K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
25.9K+ 61.42% |
$843K - $986K
|
68.2K
$2.37M
|