Latest Institutional Transactions on First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.4K- 5.91% |
$406K - $462K
|
182K
$6.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
297+ 0.51% |
$10.5K - $12K
|
58.9K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.63K+ 636.08% |
$93.1K - $106K
|
3.04K
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12K+ 58.58% |
$426K - $484K
|
32.5K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
25.7KNew |
$912K - $1.04M
|
25.7K
$974K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40K- 99.89% |
$1.42M - $1.61M
|
44
$1.67K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.47K+ 17.71% |
$52.3K - $59.4K
|
9.8K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 5.05% |
$315K - $358K
|
185K
$7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.04K+ 5.84% |
$179K - $203K
|
91.4K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
800New |
$28.4K - $32.3K
|
800
$30.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
362+ 1.18% |
$12.8K - $14.6K
|
31K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72.5K+ 35.45% |
$2.57M - $2.92M
|
277K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$425 - $484
|
11K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 6.89% |
$119K - $136K
|
52.3K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
748+ 36.72% |
$26.5K - $30.2K
|
2.79K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.82K+ 1.46% |
$99.9K - $114K
|
196K
$7.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.49K+ 11.88% |
$52.7K - $60K
|
14K
$530K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.9K+ 9.41% |
$316K - $359K
|
103K
$3.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 63.24% |
$158K - $180K
|
11.5K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.95K+ 9.96% |
$353K - $401K
|
110K
$4.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.94K+ 34.74% |
$104K - $119K
|
11.4K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
187+ 0.44% |
$6.63K - $7.54K
|
42.2K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-103- 0.19% |
$3.65K - $4.15K
|
55.1K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
119KNew |
$4.21M - $4.78M
|
119K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
875New |
$31K - $35.3K
|
875
$33.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
19.3K+ 2.02% |
$684K - $778K
|
976K
$36.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
21.5KNew |
$761K - $866K
|
21.5K
$813K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 73.71% |
$483K - $549K
|
32.1K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.52K+ 32.53% |
$196K - $223K
|
22.5K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-350- 51.85% |
$12.4K - $14.1K
|
325
$12.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227K+ 46.8% |
$8.06M - $9.17M
|
713K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$3.55K - $4.03K
|
100
$3.79K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$51.8K - $58.9K
|
1.46K
$55.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
222K+ 123.43% |
$7.87M - $8.95M
|
402K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
205KNew |
$7.26M - $8.26M
|
205K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
65.6KNew |
$2.33M - $2.65M
|
65.6K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.8K+ 50.05% |
$774K - $880K
|
65.4K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-53- 1.33% |
$1.88K - $2.14K
|
3.94K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
149KNew |
$5.27M - $5.99M
|
149K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-9.75K- 16.46% |
$346K - $393K
|
49.5K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.7K+ 124.62% |
$735K - $836K
|
37.4K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
120K+ 264.24% |
$4.27M - $4.86M
|
166K
$6.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-665- 2.66% |
$23.6K - $26.8K
|
24.3K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224+ 1.08% |
$7.94K - $9.03K
|
21K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.38K- 10.66% |
$155K - $176K
|
36.7K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
760New |
$26.9K - $30.7K
|
760
$28.8K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
36KNew |
$1.28M - $1.45M
|
36K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.53K+ 26.0% |
$89.7K - $102K
|
12.3K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.22K+ 2.73% |
$150K - $170K
|
159K
$6.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.39K- 6.37% |
$49.4K - $56.2K
|
20.5K
$774K
|