Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
494K+ 17.1% |
$17.5M - $19.1M
|
3.38M
$127M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
199K+ 5.0% |
$7.04M - $7.68M
|
4.17M
$156M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
60.8K+ 25.99% |
$2.15M - $2.35M
|
295K
$11M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59.8K+ 16.72% |
$2.12M - $2.31M
|
418K
$15.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.1K+ 104.34% |
$1.99M - $2.17M
|
110K
$4.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
51.9KNew |
$1.84M - $2M
|
51.9K
$1.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47.3K+ 41.36% |
$1.67M - $1.83M
|
162K
$6.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
35.8K+ 11.03% |
$1.27M - $1.38M
|
360K
$13.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
35.6K+ 1.05% |
$1.26M - $1.38M
|
3.41M
$128M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32.2K+ 53.68% |
$1.14M - $1.24M
|
92.1K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.1K+ 54.77% |
$1.1M - $1.2M
|
87.8K
$3.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.7K+ 14.33% |
$1.09M - $1.19M
|
245K
$9.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
26K+ 198.81% |
$920K - $1M
|
39K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.8K+ 4.01% |
$915K - $998K
|
670K
$25.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$737K - $804K
|
20.8K
$780K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20K+ 73.66% |
$707K - $771K
|
47K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 9.94% |
$696K - $760K
|
217K
$8.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 23.74% |
$551K - $601K
|
81.1K
$3.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.8K+ 4.49% |
$487K - $531K
|
320K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.7K+ 13.02% |
$450K - $491K
|
110K
$4.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 41.75% |
$428K - $467K
|
41.1K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 8.62% |
$401K - $437K
|
143K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
10.7K+ 24.21% |
$379K - $414K
|
55K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9.7K+ 2.13% |
$344K - $375K
|
466K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.65KNew |
$342K - $373K
|
9.65K
$362K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.87K+ 28.53% |
$279K - $304K
|
35.5K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.72K+ 9.37% |
$273K - $298K
|
90K
$3.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.43KNew |
$263K - $287K
|
7.43K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.18K+ 6.81% |
$219K - $239K
|
96.8K
$3.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.04K+ 57.23% |
$214K - $233K
|
16.6K
$622K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.82KNew |
$206K - $225K
|
5.82K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.7KNew |
$202K - $220K
|
5.7K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.54KNew |
$196K - $214K
|
5.54K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 51.38% |
$188K - $206K
|
15.7K
$588K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.9K+ 38.53% |
$174K - $190K
|
17.6K
$661K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.87K+ 22.91% |
$172K - $188K
|
26.1K
$980K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.45K+ 28.07% |
$158K - $172K
|
20.3K
$762K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.32K+ 5.77% |
$118K - $128K
|
60.8K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.23K+ 18.63% |
$114K - $125K
|
20.6K
$771K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.65K+ 35.13% |
$94K - $103K
|
10.2K
$383K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.53K+ 3.6% |
$89.6K - $97.8K
|
72.8K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.47K+ 2.72% |
$87.4K - $95.3K
|
93K
$3.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.4K+ 2.92% |
$85.1K - $92.9K
|
84.7K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.31K+ 5.97% |
$81.8K - $89.2K
|
41K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.13K+ 43.88% |
$75.4K - $82.2K
|
6.98K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.07K+ 7.31% |
$73.3K - $80K
|
30.4K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.04K+ 6.27% |
$72.3K - $78.9K
|
34.6K
$1.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.99K+ 2.72% |
$70.4K - $76.8K
|
75.1K
$2.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98K+ 1.68% |
$70K - $76.4K
|
120K
$4.49M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.77K+ 2.52% |
$62.6K - $68.3K
|
71.9K
$2.7M
|