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
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
25.7K+ 24.89% |
$836K - $977K
|
129K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
24.9KNew |
$808K - $944K
|
24.9K
$864K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
23.7K+ 286.64% |
$769K - $899K
|
31.9K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
23.1K+ 12.46% |
$752K - $879K
|
209K
$7.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
22.6K+ 68.57% |
$733K - $858K
|
55.5K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.7K+ 50.87% |
$672K - $786K
|
61.4K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
20K+ 5.65% |
$651K - $761K
|
375K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.3K+ 59.29% |
$628K - $735K
|
52K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
18.6K+ 38.77% |
$605K - $708K
|
66.7K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
18.2K+ 26.72% |
$590K - $690K
|
86.2K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
17.8K+ 2090.14% |
$579K - $677K
|
18.7K
$648K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17.4K+ 20.29% |
$564K - $660K
|
103K
$3.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
17.2KNew |
$560K - $655K
|
17.2K
$599K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.4K+ 143.74% |
$533K - $624K
|
27.8K
$967K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.3KNew |
$529K - $619K
|
16.3K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.2K+ 62.54% |
$526K - $615K
|
42.1K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16KNew |
$519K - $607K
|
16K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16KNew |
$519K - $607K
|
16K
$555K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 21.95% |
$493K - $576K
|
84.2K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
15.1K+ 78.65% |
$489K - $572K
|
34.2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15K+ 24.27% |
$486K - $568K
|
76.6K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.3K+ 12.72% |
$465K - $543K
|
127K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.3KNew |
$464K - $542K
|
14.3K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.9K+ 6.93% |
$453K - $530K
|
215K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
13.5K+ 26.86% |
$440K - $514K
|
63.9K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 11.12% |
$437K - $511K
|
135K
$4.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 19.49% |
$414K - $484K
|
78.2K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
12.6K+ 20.63% |
$409K - $478K
|
73.6K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
12.4K+ 42.59% |
$402K - $470K
|
41.4K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
12.1K+ 2.46% |
$392K - $459K
|
503K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
12K+ 10.62% |
$390K - $456K
|
125K
$4.35M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12KNew |
$390K - $456K
|
12K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.9K+ 103.26% |
$386K - $451K
|
23.4K
$812K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.6K+ 6.13% |
$378K - $442K
|
201K
$7M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
11.5K+ 2.01% |
$374K - $438K
|
585K
$20.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11.5K+ 5.82% |
$372K - $435K
|
209K
$7.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.3K+ 5.79% |
$368K - $431K
|
207K
$7.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.2K+ 15.72% |
$363K - $424K
|
82.1K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6K+ 6.67% |
$344K - $402K
|
169K
$5.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2K+ 7.77% |
$333K - $389K
|
142K
$4.94M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 4.05% |
$331K - $387K
|
262K
$9.1M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.91K+ 6.05% |
$322K - $376K
|
174K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.46K+ 49.3% |
$307K - $359K
|
28.6K
$995K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.43K+ 9.21% |
$306K - $358K
|
112K
$3.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.09K+ 16.56% |
$295K - $345K
|
64K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.06KNew |
$294K - $344K
|
9.06K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.71K+ 95.28% |
$283K - $331K
|
17.9K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.64KNew |
$281K - $328K
|
8.64K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.64KNew |
$281K - $328K
|
8.64K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$274K - $320K
|
8.43K
$293K
|