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 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.37K+ 58.15% |
$272K - $318K
|
22.8K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.26K+ 9.09% |
$268K - $314K
|
99.2K
$3.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$268K - $313K
|
8.25K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.75K+ 19.03% |
$252K - $294K
|
48.5K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.68KNew |
$250K - $292K
|
7.68K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.61K+ 15.25% |
$247K - $289K
|
57.5K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
7.61K+ 16.81% |
$247K - $289K
|
52.9K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.57K+ 6.02% |
$246K - $288K
|
133K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.3KNew |
$237K - $277K
|
7.3K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.27K+ 73.19% |
$236K - $276K
|
17.2K
$598K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.21KNew |
$234K - $274K
|
7.21K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
7.21K+ 102.91% |
$234K - $274K
|
14.2K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.2K+ 3.71% |
$234K - $273K
|
201K
$6.98M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.11K+ 6.04% |
$231K - $270K
|
125K
$4.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.04K+ 58.74% |
$229K - $267K
|
19K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
7.03K+ 5.26% |
$228K - $267K
|
141K
$4.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.98K+ 112.29% |
$227K - $265K
|
13.2K
$458K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.83K+ 24.88% |
$222K - $259K
|
34.3K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.59K+ 8.27% |
$214K - $250K
|
86.2K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.47KNew |
$210K - $246K
|
6.47K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.47K+ 92.36% |
$210K - $246K
|
13.5K
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
6.36K+ 4.84% |
$207K - $242K
|
138K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.33K+ 29.91% |
$206K - $241K
|
27.5K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.3K+ 32.83% |
$205K - $239K
|
25.5K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.19K+ 19.05% |
$201K - $235K
|
38.7K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
6.19K+ 9.02% |
$201K - $235K
|
74.8K
$2.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.08KNew |
$198K - $231K
|
6.08K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6K+ 14.61% |
$195K - $228K
|
47K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.97K+ 5.4% |
$194K - $227K
|
116K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.95K+ 7.3% |
$193K - $226K
|
87.5K
$3.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.71K+ 11.78% |
$186K - $217K
|
54.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.7K+ 6.85% |
$185K - $217K
|
89K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.66K+ 24.37% |
$184K - $215K
|
28.9K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5.56K+ 10.6% |
$181K - $211K
|
58K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
5.5K+ 723.68% |
$179K - $209K
|
6.26K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.36K+ 17.23% |
$174K - $204K
|
36.5K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
5.1K+ 59.81% |
$166K - $194K
|
13.6K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.03K+ 12.82% |
$163K - $191K
|
44.3K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5K+ 23.74% |
$162K - $190K
|
26.1K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.91K+ 15.69% |
$159K - $186K
|
36.2K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.75K+ 7.23% |
$154K - $180K
|
70.4K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.67K+ 4.51% |
$152K - $177K
|
108K
$3.76M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.66K+ 38.01% |
$151K - $177K
|
16.9K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.53K+ 12.03% |
$147K - $172K
|
42.2K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.52K+ 12.08% |
$147K - $172K
|
41.9K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
4.4K+ 23.62% |
$143K - $167K
|
23K
$799K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.37K+ 357.53% |
$142K - $166K
|
5.59K
$194K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.34K+ 8.04% |
$141K - $165K
|
58.3K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4.17K+ 162.61% |
$136K - $158K
|
6.74K
$234K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.16K+ 3250.0% |
$135K - $158K
|
4.29K
$149K
|