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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
4.15K+ 5.1% |
$135K - $158K
|
85.7K
$2.98M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.05K+ 4.51% |
$131K - $154K
|
93.7K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.66K+ 53.71% |
$119K - $139K
|
10.5K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.66K+ 16.87% |
$119K - $139K
|
25.3K
$880K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.32K+ 10.34% |
$108K - $126K
|
35.4K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.27K+ 18.36% |
$106K - $124K
|
21K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25K+ 8.66% |
$106K - $124K
|
40.8K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
3.03K+ 8.42% |
$98.5K - $115K
|
39K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.92K+ 2.83% |
$94.9K - $111K
|
106K
$3.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.91K+ 14.51% |
$94.7K - $111K
|
23K
$799K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.87K+ 19.7% |
$93.3K - $109K
|
17.5K
$606K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 6.58% |
$92.8K - $108K
|
46.3K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 5.13% |
$87.1K - $102K
|
54.9K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.67K+ 19.75% |
$86.7K - $101K
|
16.2K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.62K+ 12.39% |
$85.2K - $99.6K
|
23.8K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 6.57% |
$84.6K - $98.9K
|
42.3K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.57K+ 20.17% |
$83.3K - $97.4K
|
15.3K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.55K+ 2.54% |
$82.8K - $96.8K
|
103K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.48K+ 12.54% |
$80.6K - $94.3K
|
22.3K
$773K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 14.86% |
$77.2K - $90.3K
|
18.4K
$638K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.27K+ 8.44% |
$73.7K - $86.1K
|
29.1K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.24K+ 6.36% |
$72.7K - $85K
|
37.4K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.14KNew |
$69.5K - $81.3K
|
2.14K
$74.3K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.09K+ 0.98% |
$68K - $79.5K
|
215K
$7.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.06K+ 28.82% |
$67.1K - $78.4K
|
9.23K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.03K+ 0.32% |
$66K - $77.1K
|
641K
$22.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 1.82% |
$64.9K - $75.9K
|
112K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.98K+ 4.91% |
$64.4K - $75.3K
|
42.4K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 4.21% |
$64.2K - $75.1K
|
48.9K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.93K+ 5.8% |
$62.8K - $73.5K
|
35.3K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.92K+ 5.3% |
$62.4K - $73K
|
38.2K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 2.31% |
$59.4K - $69.4K
|
81K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.75K+ 2.38% |
$56.9K - $66.6K
|
75.2K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.61K+ 3.1% |
$52.4K - $61.3K
|
53.7K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.58K+ 18.88% |
$51.4K - $60.1K
|
9.97K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.41K+ 17.61% |
$45.9K - $53.7K
|
9.44K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.31K+ 15.61% |
$42.7K - $49.9K
|
9.72K
$338K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.29K+ 83.35% |
$42K - $49.1K
|
2.84K
$98.7K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.22K+ 440.79% |
$39.7K - $46.4K
|
1.5K
$52K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.21K+ 0.64% |
$39.3K - $46K
|
191K
$6.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.17K+ 16.49% |
$37.9K - $44.3K
|
8.25K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.14K+ 14.67% |
$36.9K - $43.1K
|
8.87K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 17.46% |
$36.6K - $42.8K
|
7.57K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.07K+ 1.32% |
$34.8K - $40.7K
|
82.5K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.05K+ 5.12% |
$34K - $39.7K
|
21.5K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.03K+ 5.32% |
$33.5K - $39.2K
|
20.4K
$710K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
944+ 8.84% |
$30.7K - $35.9K
|
11.6K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
939+ 16.56% |
$30.5K - $35.7K
|
6.61K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
903+ 1.25% |
$29.3K - $34.3K
|
73.4K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
872+ 4.62% |
$28.3K - $33.1K
|
19.7K
$685K
|