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 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-677- 0.79% |
$22K - $25.7K
|
85K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-815- 3.48% |
$26.5K - $31K
|
22.6K
$786K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-900- 0.48% |
$29.2K - $34.2K
|
188K
$6.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-974- 2.41% |
$31.6K - $37K
|
39.4K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 10.84% |
$32.5K - $38K
|
8.22K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1K- 4.21% |
$32.6K - $38.1K
|
22.8K
$794K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 97.57% |
$37.8K - $44.2K
|
29
$1.01K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 6.64% |
$43K - $50.3K
|
18.6K
$647K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 2.91% |
$45.5K - $53.2K
|
46.7K
$1.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.43K- 13.95% |
$46.3K - $54.2K
|
8.8K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.5K- 24.79% |
$48.7K - $57K
|
4.55K
$158K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.57K- 18.38% |
$50.9K - $59.5K
|
6.95K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.59K- 11.81% |
$51.5K - $60.3K
|
11.8K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.63K- 16.6% |
$52.8K - $61.8K
|
8.17K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.64K- 1.13% |
$53.1K - $62.1K
|
143K
$4.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.64K- 6.77% |
$53.2K - $62.2K
|
22.5K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.05K- 1.97% |
$66.7K - $78K
|
102K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.07K- 9.19% |
$67.1K - $78.5K
|
20.4K
$709K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 7.1% |
$67.2K - $78.6K
|
27K
$940K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.13K- 18.59% |
$69.3K - $81K
|
9.34K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.53K- 24.0% |
$82.2K - $96.2K
|
8.02K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.53K- 26.09% |
$82.3K - $96.3K
|
7.18K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.99K- 4.48% |
$97.2K - $114K
|
63.8K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.13K- 1.47% |
$102K - $119K
|
209K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.4K- 8.11% |
$111K - $129K
|
38.5K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.68K- 7.58% |
$120K - $140K
|
44.9K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-3.7K- 1.68% |
$120K - $141K
|
217K
$7.52M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 12.22% |
$122K - $143K
|
27K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.94K- 99.97% |
$128K - $150K
|
1
$34.7
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.04K- 9.24% |
$131K - $153K
|
39.7K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.09K- 5.8% |
$133K - $155K
|
66.5K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-4.12K- 6.86% |
$134K - $157K
|
56K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.16K- 97.01% |
$135K - $158K
|
128
$4.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.22K- 15.71% |
$137K - $160K
|
22.6K
$786K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4.28K- 1.42% |
$139K - $162K
|
297K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.3K- 4.44% |
$140K - $163K
|
92.5K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.34K- 2.89% |
$141K - $165K
|
146K
$5.07M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.26K- 5.7% |
$171K - $200K
|
86.9K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-5.85K- 4.3% |
$190K - $222K
|
130K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 24.16% |
$205K - $240K
|
19.8K
$689K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-6.46K- 1.55% |
$210K - $245K
|
411K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.68K- 31.25% |
$217K - $254K
|
14.7K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.88K- 3.74% |
$223K - $261K
|
177K
$6.14M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.61K- 18.53% |
$247K - $289K
|
33.5K
$1.16M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.64K- 36.94% |
$281K - $328K
|
14.7K
$512K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.64K- 36.3% |
$281K - $328K
|
15.2K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-8.64K- 11.47% |
$281K - $328K
|
66.7K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-9.62K- 27.23% |
$313K - $366K
|
25.7K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.94K- 2.6% |
$323K - $378K
|
373K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.99K- 43.18% |
$325K - $380K
|
13.2K
$457K
|