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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-118K- 80.64% |
$3.47M - $4.16M
|
28.3K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-120K- 89.58% |
$3.56M - $4.25M
|
14K
$526K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-123K- 28.57% |
$3.63M - $4.34M
|
307K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 5.06% |
$4.68M - $5.6M
|
2.97M
$112M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-162K- 29.15% |
$4.8M - $5.74M
|
395K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-180K- 47.65% |
$5.31M - $6.35M
|
198K
$7.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-193K- 12.88% |
$5.7M - $6.82M
|
1.31M
$49M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-198K- 91.39% |
$5.85M - $6.99M
|
18.7K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-318K- 62.43% |
$9.38M - $11.2M
|
191K
$7.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-348K- 5.15% |
$10.3M - $12.3M
|
6.4M
$240M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-375K- 88.58% |
$11.1M - $13.2M
|
48.3K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-393K- 24.75% |
$11.6M - $13.9M
|
1.19M
$44.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-425K- 15.2% |
$12.6M - $15M
|
2.37M
$88.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-454K- 5.8% |
$13.4M - $16M
|
7.37M
$276M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-468K- 71.34% |
$13.8M - $16.5M
|
188K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-478K- 3.82% |
$14.1M - $16.9M
|
12M
$451M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-494K- 98.21% |
$14.6M - $17.4M
|
9.02K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-527K- 35.6% |
$15.6M - $18.6M
|
954K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.26M- 9.55% |
$37.3M - $44.6M
|
12M
$449M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.73MClosed |
$110M - $132M
|
0
$0
|