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 |
|---|---|---|---|---|---|---|---|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.82K+ 5.63% |
$99.8K - $109K
|
52.9K
$1.98M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 7.15% |
$36.5K - $39.8K
|
13.4K
$502K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.7K- 53.56% |
$379K - $413K
|
9.27K
$348K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 50.26% |
$48.4K - $52.8K
|
1.35K
$50.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
576New |
$20.4K - $22.3K
|
576
$21.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
396+ 12.62% |
$14K - $15.3K
|
3.53K
$132K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 129.45% |
$71.3K - $77.8K
|
3.57K
$134K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.4K- 30.94% |
$85K - $92.8K
|
5.36K
$201K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.75K- 9.69% |
$61.8K - $67.5K
|
16.3K
$610K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.23% |
$35.4 - $38.7
|
427
$16K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
136+ 1.07% |
$4.82K - $5.26K
|
12.8K
$480K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-791- 1.36% |
$28K - $30.6K
|
57.5K
$2.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-571- 35.18% |
$20.2K - $22.1K
|
1.05K
$39.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
756+ 1.11% |
$26.8K - $29.2K
|
68.9K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.5K- 25.41% |
$230K - $251K
|
19.1K
$715K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.9M- 9.63% |
$67.2M - $73.3M
|
17.8M
$668M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
614K+ 8.33% |
$21.8M - $23.7M
|
7.98M
$299M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.63K- 14.72% |
$306K - $334K
|
50K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.18K+ 2.0% |
$41.7K - $45.5K
|
60.2K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 1.87% |
$43.4K - $47.3K
|
66.7K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-148K- 25.18% |
$5.24M - $5.72M
|
440K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.48K+ 1.45% |
$52.5K - $57.3K
|
103K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.91K- 27.76% |
$139K - $151K
|
10.2K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26KNew |
$257K - $281K
|
7.26K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.92K+ 38.73% |
$103K - $113K
|
10.5K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
68.7KNew |
$2.43M - $2.66M
|
68.7K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.21KNew |
$291K - $317K
|
8.21K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
11.3KNew |
$400K - $436K
|
11.3K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.93K+ 4.04% |
$104K - $113K
|
75.6K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
662+ 4.81% |
$23.4K - $25.6K
|
14.4K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
693+ 3.17% |
$24.5K - $26.8K
|
22.5K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-271- 6.7% |
$9.6K - $10.5K
|
3.78K
$142K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.9K+ 4.45% |
$457K - $499K
|
303K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.63K+ 12.69% |
$129K - $140K
|
32.2K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30.5K+ 7.47% |
$1.08M - $1.18M
|
439K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-293K- 79.59% |
$10.4M - $11.3M
|
75.2K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34K+ 5.22% |
$1.2M - $1.31M
|
685K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
221K+ 8.06% |
$7.84M - $8.55M
|
2.97M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-657- 2.78% |
$23.3K - $25.4K
|
22.9K
$860K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
480+ 7.07% |
$17K - $18.6K
|
7.27K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.6K- 0.78% |
$446K - $487K
|
1.6M
$60M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.8K+ 4.62% |
$913K - $996K
|
584K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.37K- 27.47% |
$83.8K - $91.4K
|
6.24K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
263K+ 798.18% |
$9.3M - $10.1M
|
296K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.8KNew |
$1.83M - $2M
|
51.8K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 87.38% |
$697K - $760K
|
42.2K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.86K+ 9.62% |
$208K - $226K
|
66.8K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41K- 70.88% |
$1.45M - $1.59M
|
16.9K
$632K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22.5K+ 4.16% |
$797K - $870K
|
563K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.08K- 13.13% |
$38.1K - $41.6K
|
7.12K
$267K
|
|