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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
431New |
$14K - $16.4K
|
431
$13.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
372+ 3.84% |
$12.1K - $14.1K
|
10.1K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
370New |
$12K - $14.1K
|
370
$11.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
309+ 4.26% |
$10K - $11.7K
|
7.56K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
279+ 0.47% |
$9.06K - $10.6K
|
59.2K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
250New |
$8.12K - $9.5K
|
250
$7.84K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
204+ 1.79% |
$6.63K - $7.75K
|
11.6K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.1% |
$812 - $950
|
24K
$751K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.47% |
$65 - $76
|
425
$13.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$32.5 - $38
|
10.9K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-132- 1.63% |
$4.29K - $5.01K
|
7.95K
$249K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-142- 1.54% |
$4.61K - $5.39K
|
9.07K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-168- 0.18% |
$5.46K - $6.38K
|
92.5K
$2.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208- 14.25% |
$6.76K - $7.9K
|
1.25K
$39.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-211- 64.92% |
$6.86K - $8.02K
|
114
$3.57K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-467- 0.85% |
$15.2K - $17.7K
|
54.6K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-474- 2.46% |
$15.4K - $18K
|
18.8K
$589K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-487- 67.27% |
$15.8K - $18.5K
|
237
$7.43K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-505- 8.7% |
$16.4K - $19.2K
|
5.3K
$166K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-900- 0.48% |
$29.2K - $34.2K
|
188K
$5.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.43K- 13.95% |
$46.3K - $54.2K
|
8.8K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.57K- 18.38% |
$50.9K - $59.5K
|
6.95K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.63K- 16.6% |
$52.8K - $61.8K
|
8.17K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-4.12K- 6.86% |
$134K - $157K
|
56K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.16K- 97.01% |
$135K - $158K
|
128
$4.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.34K- 2.89% |
$141K - $165K
|
146K
$4.57M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.26K- 5.7% |
$171K - $200K
|
86.9K
$2.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.64K- 36.3% |
$281K - $328K
|
15.2K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-14.3K- 51.5% |
$465K - $544K
|
13.5K
$423K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16K- 8.05% |
$520K - $608K
|
183K
$5.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-18.2K- 68.52% |
$591K - $691K
|
8.35K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-24.2K- 6.01% |
$785K - $918K
|
378K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39.1K- 57.73% |
$1.27M - $1.49M
|
28.6K
$897K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-56.4K- 35.47% |
$1.83M - $2.14M
|
103K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-113K- 68.1% |
$3.67M - $4.29M
|
52.9K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-245K- 97.06% |
$7.97M - $9.32M
|
7.44K
$233K
|