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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8.4KNew |
$298K - $339K
|
8.4K
$300K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
68KNew |
$2.41M - $2.74M
|
68K
$2.43M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
212KNew |
$7.53M - $8.57M
|
212K
$7.59M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.89K+ 4.05% |
$103K - $117K
|
74.3K
$2.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.9K+ 31.19% |
$421K - $479K
|
49.9K
$1.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
220KNew |
$7.81M - $8.88M
|
220K
$7.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.55KNew |
$54.9K - $62.5K
|
1.55K
$55.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.67K- 40.65% |
$343K - $390K
|
14.1K
$504K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
7.65KNew |
$271K - $308K
|
7.65K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.2K+ 9.23% |
$434K - $494K
|
145K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
26.1K+ 13.95% |
$926K - $1.05M
|
213K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25.3KNew |
$897K - $1.02M
|
25.3K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1K+ 0.29% |
$35.5K - $40.4K
|
342K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.01KNew |
$248K - $283K
|
7.01K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.6K+ 11.8% |
$340K - $387K
|
90.9K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
133K+ 23.79% |
$4.71M - $5.36M
|
691K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
596K+ 9.9% |
$21.1M - $24M
|
6.62M
$236M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
164K+ 14.84% |
$5.81M - $6.61M
|
1.27M
$45.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.6K+ 240.86% |
$481K - $547K
|
19.2K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.32K+ 19.47% |
$188K - $214K
|
32.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-789- 5.62% |
$28K - $31.8K
|
13.2K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.47K+ 13.24% |
$87.7K - $99.8K
|
21.2K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-85.1K- 25.18% |
$3.02M - $3.43M
|
253K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.24K+ 14.52% |
$186K - $211K
|
41.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
48.1KNew |
$1.7M - $1.94M
|
48.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23.9K- 63.13% |
$849K - $966K
|
14K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19K+ 83.01% |
$674K - $767K
|
41.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
322K+ 17.8% |
$11.4M - $13M
|
2.13M
$76.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-33.4K- 92.2% |
$1.18M - $1.35M
|
2.83K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 8.91% |
$750K - $853K
|
259K
$9.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.8KNew |
$2.08M - $2.37M
|
58.8K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 5.89% |
$78.1K - $88.9K
|
39.6K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.24K+ 40.32% |
$115K - $130K
|
11.3K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
287K+ 523.57% |
$10.2M - $11.6M
|
342K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-866- 5.44% |
$30.7K - $34.9K
|
15K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.93K+ 51.66% |
$68.5K - $77.9K
|
5.67K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33M+ 23.0% |
$47.1M - $53.5M
|
7.1M
$254M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.71K+ 2.48% |
$60.6K - $69K
|
70.6K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 12.16% |
$35.5K - $40.3K
|
9.22K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.54K+ 22.61% |
$125K - $143K
|
19.2K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.25K+ 4.04% |
$44.4K - $50.5K
|
32.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.4K+ 230.19% |
$1.75M - $1.99M
|
70.9K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.7K- 40.3% |
$95.7K - $109K
|
4K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.27K+ 3.9% |
$258K - $293K
|
194K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
109+ 0.28% |
$3.86K - $4.4K
|
39.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.7KNew |
$2.86M - $3.25M
|
80.7K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.42K+ 4.14% |
$192K - $218K
|
136K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
43.8KNew |
$1.55M - $1.76M
|
43.8K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
213KNew |
$7.56M - $8.6M
|
213K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.7K- 5.19% |
$590K - $672K
|
304K
$10.9M
|