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 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
393+ 0.28% |
$11.6K - $13.9K
|
138K
$4.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-425K- 15.2% |
$12.6M - $15M
|
2.37M
$85.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
479+ 5.07% |
$14.1K - $16.9K
|
9.92K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18.7K+ 4.28% |
$552K - $661K
|
456K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.24K+ 3.18% |
$36.6K - $43.8K
|
40.3K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.72K+ 3.87% |
$80.3K - $96.1K
|
73.1K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
24+ 0.33% |
$708 - $847
|
7.27K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25.7K+ 2.56% |
$758K - $906K
|
1.03M
$37M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 1.92% |
$433K - $518K
|
779K
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.97MNew |
$117M - $140M
|
3.97M
$143M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.81K+ 75.14% |
$201K - $240K
|
15.9K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.49K+ 4.56% |
$103K - $123K
|
80.1K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.53KNew |
$193K - $231K
|
6.53K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10.8K- 64.62% |
$319K - $381K
|
5.91K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.07K- 8.44% |
$31.6K - $37.9K
|
11.6K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-8.3K- 6.37% |
$245K - $293K
|
122K
$4.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.94K+ 2.35% |
$86.8K - $104K
|
128K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
420New |
$12.4K - $14.8K
|
420
$15.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.5K- 32.97% |
$44.3K - $53K
|
3.05K
$110K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-567- 2.78% |
$16.7K - $20K
|
19.9K
$714K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
92New |
$2.72K - $3.25K
|
92
$3.31K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
24+ 0.29% |
$708 - $847
|
8.36K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-157- 0.88% |
$4.63K - $5.54K
|
17.7K
$637K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.86K+ 18.28% |
$114K - $136K
|
24.9K
$897K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 7.05% |
$39.6K - $47.4K
|
20.4K
$732K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
521+ 120.88% |
$15.4K - $18.4K
|
952
$34.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
80.6K+ 3.02% |
$2.38M - $2.85M
|
2.75M
$98.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.14K+ 5.02% |
$122K - $146K
|
86.7K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
35.4KNew |
$1.05M - $1.25M
|
35.4K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
628+ 4.39% |
$18.5K - $22.2K
|
14.9K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.49% |
$1.48K - $1.77K
|
10.4K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.11K- 18.09% |
$91.9K - $110K
|
14.1K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-120K- 89.58% |
$3.56M - $4.25M
|
14K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
203+ 0.66% |
$5.99K - $7.17K
|
30.8K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.36K- 5.19% |
$40K - $47.8K
|
24.8K
$890K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.0% |
$59 - $70.6
|
207K
$7.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.55KNew |
$223K - $267K
|
7.55K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
90+ 37.97% |
$2.66K - $3.18K
|
327
$11.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
902+ 2.7% |
$26.6K - $31.8K
|
34.4K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.5K+ 174.07% |
$517K - $619K
|
27.6K
$992K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-18.1K- 19.55% |
$534K - $639K
|
74.4K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.42K+ 7.97% |
$131K - $156K
|
59.9K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.27K- 0.99% |
$37.6K - $44.9K
|
128K
$4.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
12.2KNew |
$361K - $432K
|
12.2K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.84K+ 3.34% |
$54.2K - $64.8K
|
56.7K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
595+ 13.98% |
$17.6K - $21K
|
4.85K
$174K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
333+ 1.16% |
$9.83K - $11.8K
|
29K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.89K+ 6.98% |
$85.3K - $102K
|
44.2K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
88.4KNew |
$2.61M - $3.12M
|
88.4K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
20.6K+ 19.05% |
$608K - $727K
|
129K
$4.63M
|