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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-30.6K- 29.8% |
$902K - $1.08M
|
72K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
391+ 1.4% |
$11.5K - $13.8K
|
28.2K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-30- 0.08% |
$886 - $1.06K
|
38.7K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-300- 2.86% |
$8.86K - $10.6K
|
10.2K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-110- 0.75% |
$3.25K - $3.88K
|
14.5K
$530K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.34K+ 25.65% |
$128K - $153K
|
21.3K
$777K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.4K- 3.0% |
$41.3K - $49.4K
|
45.3K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-1.65K- 6.83% |
$48.6K - $58.2K
|
22.5K
$821K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.23K+ 3.54% |
$273K - $326K
|
270K
$9.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.12K+ 3.56% |
$92K - $110K
|
90.6K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-206- 0.9% |
$6.08K - $7.27K
|
22.8K
$834K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-12.2K- 21.74% |
$359K - $430K
|
43.8K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
212KNew |
$6.26M - $7.49M
|
212K
$7.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.1K+ 26.27% |
$326K - $391K
|
53.2K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-25.7K- 8.65% |
$759K - $908K
|
272K
$9.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.84K+ 6.79% |
$54.2K - $64.8K
|
28.9K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-765- 4.07% |
$22.6K - $27K
|
18K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2K+ 14.47% |
$360K - $431K
|
96.4K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-30.5K- 67.53% |
$900K - $1.08M
|
14.7K
$536K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.58K+ 15.95% |
$76.2K - $91.1K
|
18.8K
$686K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 11.26% |
$75.2K - $89.9K
|
25.2K
$920K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.08K+ 8.21% |
$209K - $250K
|
93.3K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
180+ 0.31% |
$5.31K - $6.36K
|
58.5K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 7.79% |
$186K - $223K
|
74.7K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-44.1K- 47.63% |
$1.3M - $1.56M
|
48.5K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
224+ 14.95% |
$6.61K - $7.91K
|
1.72K
$62.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.8K+ 6.89% |
$407K - $487K
|
214K
$7.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$59 - $70.6
|
11.9K
$436K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
21.1K+ 9.93% |
$624K - $746K
|
234K
$8.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.96K- 27.88% |
$117K - $140K
|
10.2K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.45K+ 12.53% |
$42.9K - $51.3K
|
13.1K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.41K- 23.78% |
$160K - $191K
|
17.3K
$634K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
335+ 0.82% |
$9.89K - $11.8K
|
41.1K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-425K- 15.2% |
$12.6M - $15M
|
2.37M
$86.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
393+ 0.28% |
$11.6K - $13.9K
|
138K
$5.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
479+ 5.07% |
$14.1K - $16.9K
|
9.92K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.72K+ 3.87% |
$80.3K - $96.1K
|
73.1K
$2.67M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.24K+ 3.18% |
$36.6K - $43.8K
|
40.3K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
24+ 0.33% |
$708 - $847
|
7.27K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18.7K+ 4.28% |
$552K - $661K
|
456K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 1.92% |
$433K - $518K
|
779K
$28.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25.7K+ 2.56% |
$758K - $906K
|
1.03M
$37.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.81K+ 75.14% |
$201K - $240K
|
15.9K
$580K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.49K+ 4.56% |
$103K - $123K
|
80.1K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.53KNew |
$193K - $231K
|
6.53K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.97MNew |
$117M - $140M
|
3.97M
$145M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-567- 2.78% |
$16.7K - $20K
|
19.9K
$726K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.86K+ 18.28% |
$114K - $136K
|
24.9K
$912K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-8.3K- 6.37% |
$245K - $293K
|
122K
$4.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10.8K- 64.62% |
$319K - $381K
|
5.91K
$216K
|