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 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
829+ 4.3% |
$26.9K - $31.5K
|
20.1K
$699K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
813+ 0.99% |
$26.4K - $30.9K
|
83K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
784+ 3.67% |
$25.5K - $29.8K
|
22.1K
$769K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
784+ 5.8% |
$25.5K - $29.8K
|
14.3K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
770+ 15.53% |
$25K - $29.3K
|
5.73K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
749+ 4.71% |
$24.3K - $28.5K
|
16.7K
$578K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
700+ 3.25% |
$22.7K - $26.6K
|
22.2K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
693+ 0.89% |
$22.5K - $26.3K
|
78.3K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
684+ 4.88% |
$22.2K - $26K
|
14.7K
$510K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
658+ 1.6% |
$21.4K - $25K
|
41.8K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
650New |
$21.1K - $24.7K
|
650
$22.6K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
608+ 0.82% |
$19.8K - $23.1K
|
74.9K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
601+ 4.48% |
$19.5K - $22.8K
|
14K
$487K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
528+ 5.33% |
$17.2K - $20.1K
|
10.4K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
518+ 3.58% |
$16.8K - $19.7K
|
15K
$521K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
450+ 38.79% |
$14.6K - $17.1K
|
1.61K
$55.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
431New |
$14K - $16.4K
|
431
$15K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
425New |
$13.8K - $16.1K
|
425
$14.8K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
405+ 6.41% |
$13.2K - $15.4K
|
6.72K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
398+ 1.55% |
$12.9K - $15.1K
|
26.1K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
383+ 3.9% |
$12.4K - $14.6K
|
10.2K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
378New |
$12.3K - $14.4K
|
378
$13.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
372+ 3.84% |
$12.1K - $14.1K
|
10.1K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
370New |
$12K - $14.1K
|
370
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
355+ 0.69% |
$11.5K - $13.5K
|
51.9K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
309+ 4.26% |
$10K - $11.7K
|
7.56K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
306+ 0.17% |
$9.94K - $11.6K
|
185K
$6.44M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
292New |
$9.49K - $11.1K
|
292
$10.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
279+ 0.47% |
$9.06K - $10.6K
|
59.2K
$2.06M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
262+ 3.41% |
$8.51K - $9.95K
|
7.94K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
250New |
$8.12K - $9.5K
|
250
$8.69K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
220New |
$7.15K - $8.36K
|
220
$7.64K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
215New |
$6.99K - $8.17K
|
215
$7.47K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
204+ 1.79% |
$6.63K - $7.75K
|
11.6K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
181+ 1292.86% |
$5.88K - $6.88K
|
195
$6.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
162+ 0.22% |
$5.26K - $6.15K
|
75.4K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
154New |
$5K - $5.85K
|
154
$5.35K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
152New |
$4.94K - $5.77K
|
152
$5.28K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
148+ 2.12% |
$4.81K - $5.62K
|
7.12K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.98% |
$3.25K - $3.8K
|
10.3K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
95+ 12.47% |
$3.09K - $3.61K
|
857
$29.8K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
91+ 0.38% |
$2.96K - $3.46K
|
24.1K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
82+ 2.68% |
$2.66K - $3.12K
|
3.14K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
82+ 0.4% |
$2.66K - $3.12K
|
20.5K
$714K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
80+ 0.38% |
$2.6K - $3.04K
|
21.1K
$733K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
79+ 0.09% |
$2.57K - $3K
|
91.6K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
76New |
$2.47K - $2.89K
|
76
$2.64K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
74New |
$2.4K - $2.81K
|
74
$2.57K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
56New |
$1.82K - $2.13K
|
56
$1.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 1.99% |
$1.3K - $1.52K
|
2.05K
$71.1K
|