Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-669- 0.81% |
$19.7K - $23.6K
|
82.3K
$3.09M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-693- 0.89% |
$20.5K - $24.5K
|
77.6K
$2.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-694- 9.18% |
$20.5K - $24.5K
|
6.87K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-728- 1.84% |
$21.5K - $25.7K
|
38.9K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-760- 12.14% |
$22.4K - $26.8K
|
5.5K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-765- 4.07% |
$22.6K - $27K
|
18K
$676K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-899- 0.96% |
$26.5K - $31.7K
|
92.8K
$3.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 10.98% |
$26.7K - $32K
|
7.34K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-909- 35.9% |
$26.8K - $32.1K
|
1.62K
$60.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-933- 54.21% |
$27.5K - $32.9K
|
788
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-987- 10.08% |
$29.1K - $34.9K
|
8.81K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.07K- 8.44% |
$31.6K - $37.9K
|
11.6K
$436K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.27K- 0.99% |
$37.6K - $44.9K
|
128K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.29K- 45.29% |
$38K - $45.4K
|
1.56K
$58.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.36K- 5.19% |
$40K - $47.8K
|
24.8K
$929K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.37K- 9.33% |
$40.5K - $48.4K
|
13.3K
$499K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.39K- 23.22% |
$41K - $49.1K
|
4.6K
$172K
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-1.39K- 1.52% |
$41.2K - $49.2K
|
90.1K
$3.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.4K- 3.0% |
$41.3K - $49.4K
|
45.3K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.5K- 32.97% |
$44.3K - $53K
|
3.05K
$114K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.53K- 5.02% |
$45K - $53.9K
|
28.9K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.63K- 1.47% |
$48K - $57.4K
|
109K
$4.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-1.65K- 6.83% |
$48.6K - $58.2K
|
22.5K
$842K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.77K- 18.9% |
$52.1K - $62.3K
|
7.58K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.77K- 8.67% |
$52.3K - $62.5K
|
18.7K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 2.98% |
$55.3K - $66.1K
|
60.9K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.89K- 41.05% |
$55.9K - $66.9K
|
2.72K
$102K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.05K- 10.34% |
$60.5K - $72.4K
|
17.8K
$667K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-2.11K- 4.98% |
$62.3K - $74.6K
|
40.3K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.19K- 5.6% |
$64.7K - $77.4K
|
36.9K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 8.88% |
$67.4K - $80.6K
|
23.4K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 5.71% |
$71.2K - $85.2K
|
39.8K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.81K- 3.72% |
$82.8K - $99.1K
|
72.6K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.96K- 2.22% |
$87.4K - $105K
|
130K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.97K- 11.19% |
$87.8K - $105K
|
23.6K
$885K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.11K- 18.09% |
$91.9K - $110K
|
14.1K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.33K- 11.53% |
$98.4K - $118K
|
25.6K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.34K- 14.76% |
$98.5K - $118K
|
19.3K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.66K- 6.82% |
$108K - $129K
|
50.1K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.96K- 27.88% |
$117K - $140K
|
10.2K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.96K- 2.14% |
$117K - $140K
|
181K
$6.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.57K- 21.72% |
$135K - $161K
|
16.5K
$618K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.62K- 11.73% |
$136K - $163K
|
34.7K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.74K- 13.39% |
$140K - $167K
|
30.7K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 38.6% |
$150K - $180K
|
8.1K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.28K- 0.42% |
$156K - $186K
|
1.27M
$47.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.41K- 23.78% |
$160K - $191K
|
17.3K
$650K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 7.79% |
$186K - $223K
|
74.7K
$2.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-6.93K- 3.31% |
$204K - $245K
|
202K
$7.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-7.33K- 30.58% |
$216K - $259K
|
16.6K
$624K
|