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 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.71K+ 1.1% |
$60.6K - $66.1K
|
157K
$5.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.71K+ 1.53% |
$60.5K - $66.1K
|
113K
$4.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.69K+ 7.52% |
$59.9K - $65.3K
|
24.2K
$906K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.11% |
$54.6K - $59.6K
|
140K
$5.24M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
1.31K+ 3.24% |
$46.2K - $50.4K
|
41.6K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.26K+ 5.0% |
$44.6K - $48.7K
|
26.4K
$991K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.22K+ 9.95% |
$43.1K - $47.1K
|
13.5K
$505K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 5.35% |
$38.6K - $42.1K
|
21.5K
$805K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951New |
$33.7K - $36.8K
|
951
$35.7K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
824+ 0.31% |
$29.2K - $31.8K
|
264K
$9.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
772+ 2.17% |
$27.3K - $29.8K
|
36.3K
$1.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
727+ 3.94% |
$25.8K - $28.1K
|
19.2K
$718K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
724+ 2.08% |
$25.6K - $28K
|
35.5K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
669New |
$23.7K - $25.9K
|
669
$25.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
536+ 10.11% |
$19K - $20.7K
|
5.84K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
423+ 2.13% |
$15K - $16.3K
|
20.3K
$760K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
337+ 1.72% |
$11.9K - $13K
|
19.9K
$748K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
284+ 0.54% |
$10.1K - $11K
|
52.5K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
282+ 0.48% |
$9.99K - $10.9K
|
58.8K
$2.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 1823.08% |
$8.39K - $9.16K
|
250
$9.38K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
212+ 1.51% |
$7.51K - $8.19K
|
14.2K
$534K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
170+ 0.18% |
$6.02K - $6.57K
|
96.6K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 1.47% |
$5.35K - $5.84K
|
10.4K
$391K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
71+ 0.61% |
$2.51K - $2.74K
|
11.7K
$439K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62+ 0.18% |
$2.2K - $2.4K
|
34.4K
$1.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 4.5% |
$2.02K - $2.2K
|
1.32K
$49.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.03% |
$70.8 - $77.3
|
7.22K
$271K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-26- 0.37% |
$921 - $1K
|
6.95K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-47- 0.43% |
$1.66K - $1.82K
|
10.9K
$409K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-139- 1.54% |
$4.92K - $5.37K
|
8.89K
$333K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-204- 0.66% |
$7.23K - $7.88K
|
30.6K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-396- 0.31% |
$14K - $15.3K
|
128K
$4.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-534- 0.46% |
$18.9K - $20.6K
|
115K
$4.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-554- 1.59% |
$19.6K - $21.4K
|
34.2K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-679- 5.92% |
$24.1K - $26.2K
|
10.8K
$404K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-882- 8.61% |
$31.2K - $34.1K
|
9.36K
$351K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1.23K- 1.59% |
$43.6K - $47.6K
|
76.3K
$2.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.6K- 5.64% |
$56.5K - $61.6K
|
26.7K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 11.53% |
$67.9K - $74.1K
|
14.7K
$552K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.02K- 10.6% |
$71.4K - $77.9K
|
17K
$637K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.03K- 1.18% |
$72K - $78.6K
|
171K
$6.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.14K- 4.71% |
$75.7K - $82.6K
|
43.2K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.76K- 3.36% |
$97.6K - $106K
|
79.4K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-3.19K- 12.87% |
$113K - $123K
|
21.6K
$809K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.87K- 7.98% |
$137K - $149K
|
44.6K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9.01K- 4.35% |
$319K - $348K
|
198K
$7.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.07K- 7.1% |
$321K - $351K
|
119K
$4.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-9.34K- 75.51% |
$331K - $361K
|
3.03K
$114K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10K- 18.98% |
$355K - $387K
|
42.8K
$1.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.2K- 16.29% |
$752K - $820K
|
109K
$4.09M
|