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 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.36K- 6.32% |
$217K - $260K
|
109K
$4.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-7.96K- 10.81% |
$235K - $281K
|
65.7K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-8.09K- 13.0% |
$239K - $286K
|
54.1K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-8.3K- 6.37% |
$245K - $293K
|
122K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.34K- 3.39% |
$246K - $294K
|
238K
$8.92M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-8.76K- 11.08% |
$258K - $309K
|
70.3K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.14K- 9.73% |
$270K - $323K
|
84.8K
$3.18M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.86K- 21.48% |
$291K - $348K
|
36K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.89K- 33.13% |
$292K - $349K
|
20K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 6.02% |
$314K - $376K
|
166K
$6.23M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8K- 1.65% |
$318K - $381K
|
644K
$24.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10.8K- 64.62% |
$319K - $381K
|
5.91K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-11.5K- 11.62% |
$340K - $407K
|
87.6K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-12.2K- 21.74% |
$359K - $430K
|
43.8K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.4K- 8.41% |
$366K - $438K
|
135K
$5.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.6K- 4.2% |
$372K - $445K
|
288K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-13.3K- 9.48% |
$394K - $471K
|
127K
$4.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-13.4K- 13.05% |
$396K - $474K
|
89.4K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 0.68% |
$455K - $545K
|
2.24M
$83.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 8.38% |
$466K - $557K
|
173K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.9K- 0.46% |
$470K - $562K
|
3.46M
$130M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-16.7K- 89.43% |
$493K - $589K
|
1.97K
$74K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.1K- 36.41% |
$505K - $605K
|
29.9K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-17.8K- 20.77% |
$525K - $628K
|
67.9K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-18K- 14.99% |
$531K - $635K
|
102K
$3.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-18.1K- 19.55% |
$534K - $639K
|
74.4K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.2K- 3.3% |
$656K - $785K
|
651K
$24.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.9K- 53.28% |
$706K - $844K
|
21K
$786K
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-24.1K- 31.88% |
$710K - $849K
|
51.4K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-25.7K- 8.65% |
$759K - $908K
|
272K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-25.9K- 26.92% |
$764K - $914K
|
70.3K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-26K- 24.08% |
$769K - $920K
|
82.1K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.5K- 11.77% |
$840K - $1.01M
|
213K
$8.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-30.5K- 67.53% |
$900K - $1.08M
|
14.7K
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-30.6K- 29.8% |
$902K - $1.08M
|
72K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34.9K- 64.75% |
$1.03M - $1.23M
|
19K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-37.2K- 17.26% |
$1.1M - $1.31M
|
178K
$6.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.1K- 1.33% |
$1.15M - $1.38M
|
2.89M
$108M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.7K- 14.65% |
$1.23M - $1.47M
|
243K
$9.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-44.1K- 47.63% |
$1.3M - $1.56M
|
48.5K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-46.6K- 7.22% |
$1.38M - $1.65M
|
599K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-59K- 40.42% |
$1.74M - $2.08M
|
87K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.4K- 2.57% |
$1.87M - $2.24M
|
2.41M
$90.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-64.3K- 33.63% |
$1.9M - $2.27M
|
127K
$4.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-65K- 41.16% |
$1.92M - $2.3M
|
93K
$3.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-65.7K- 10.25% |
$1.94M - $2.32M
|
575K
$21.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-97.8K- 16.3% |
$2.89M - $3.45M
|
502K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 24.8% |
$3.01M - $3.6M
|
309K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-107K- 15.47% |
$3.17M - $3.79M
|
586K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-107K- 1.82% |
$3.17M - $3.79M
|
5.79M
$217M
|