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 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10K- 5.98% |
$326K - $382K
|
158K
$5.49M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.5K- 8.12% |
$340K - $397K
|
118K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.3K- 17.34% |
$368K - $430K
|
54K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-13.5K- 56.25% |
$439K - $513K
|
10.5K
$365K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-14K- 12.72% |
$455K - $533K
|
96.2K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-14.3K- 51.5% |
$465K - $544K
|
13.5K
$469K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16K- 8.05% |
$520K - $608K
|
183K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.4K- 30.79% |
$531K - $621K
|
36.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 6.42% |
$539K - $630K
|
242K
$8.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-18.2K- 68.52% |
$591K - $691K
|
8.35K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.3K- 2.65% |
$594K - $695K
|
673K
$23.4M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.4K- 6.04% |
$596K - $697K
|
286K
$9.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-20K- 54.47% |
$649K - $759K
|
16.7K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.4K- 7.24% |
$761K - $890K
|
300K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-24.2K- 6.01% |
$785K - $918K
|
378K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26.9K- 50.31% |
$874K - $1.02M
|
26.6K
$923K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-28.7K- 38.05% |
$933K - $1.09M
|
46.7K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-29.2K- 31.91% |
$947K - $1.11M
|
62.2K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-35.3K- 71.31% |
$1.15M - $1.34M
|
14.2K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-37.1K- 74.45% |
$1.21M - $1.41M
|
12.8K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39K- 66.36% |
$1.27M - $1.48M
|
19.8K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39.1K- 57.73% |
$1.27M - $1.49M
|
28.6K
$995K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-42.8K- 9.06% |
$1.39M - $1.63M
|
430K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-44.7K- 84.55% |
$1.45M - $1.7M
|
8.17K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45.5K- 6.28% |
$1.48M - $1.73M
|
678K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-55K- 8.01% |
$1.79M - $2.09M
|
631K
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-56.4K- 35.47% |
$1.83M - $2.14M
|
103K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-60K- 2.2% |
$1.95M - $2.28M
|
2.67M
$92.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-61.3K- 67.25% |
$1.99M - $2.33M
|
29.9K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-69.9K- 9.15% |
$2.27M - $2.65M
|
693K
$24.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-74.8KClosed |
$2.43M - $2.84M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-84.3K- 25.51% |
$2.74M - $3.2M
|
246K
$8.55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-106K- 17.65% |
$3.45M - $4.03M
|
495K
$17.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-113K- 68.1% |
$3.67M - $4.29M
|
52.9K
$1.84M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-155K- 62.15% |
$5.03M - $5.89M
|
94.3K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-192KClosed |
$6.23M - $7.28M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-208K- 95.86% |
$6.76M - $7.9M
|
8.98K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-215K- 53.0% |
$6.97M - $8.15M
|
190K
$6.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-232K- 44.02% |
$7.53M - $8.8M
|
295K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-245K- 97.06% |
$7.97M - $9.32M
|
7.44K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-481K- 44.47% |
$15.6M - $18.3M
|
600K
$20.9M
|