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 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-159- 1.37% |
$4.69K - $5.61K
|
11.5K
$412K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-65.7K- 10.25% |
$1.94M - $2.32M
|
575K
$20.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.98K+ 2.9% |
$58.4K - $69.9K
|
70.2K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.35% |
$708 - $847
|
6.98K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-118K- 80.64% |
$3.47M - $4.16M
|
28.3K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.24% |
$29.5 - $35.3
|
426
$15.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-760- 12.14% |
$22.4K - $26.8K
|
5.5K
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.7KNew |
$905K - $1.08M
|
30.7K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.31% |
$679 - $812
|
7.56K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.41K+ 18.96% |
$41.6K - $49.8K
|
8.85K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
20.7K+ 15.42% |
$611K - $731K
|
155K
$5.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
44.7K+ 16.0% |
$1.32M - $1.58M
|
324K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 5.8% |
$369K - $441K
|
228K
$8.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
65.8K+ 264.7% |
$1.94M - $2.32M
|
90.7K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
219KNew |
$6.46M - $7.73M
|
219K
$7.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.62K+ 8.37% |
$254K - $304K
|
112K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.6K+ 7.42% |
$815K - $975K
|
399K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.65K+ 20.6% |
$48.7K - $58.3K
|
9.67K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-230- 39.18% |
$6.79K - $8.12K
|
357
$12.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.02K+ 5.39% |
$178K - $213K
|
118K
$4.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 23.67% |
$327K - $391K
|
57.9K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.26K+ 8.66% |
$66.7K - $79.7K
|
28.3K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-494K- 98.21% |
$14.6M - $17.4M
|
9.02K
$324K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-7.33K- 30.58% |
$216K - $259K
|
16.6K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-933- 54.21% |
$27.5K - $32.9K
|
788
$28.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.04% |
$88.6 - $106
|
7.21K
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 15.65% |
$41.9K - $50.1K
|
10.5K
$377K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
12.7KNew |
$376K - $449K
|
12.7K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.42K+ 55.65% |
$131K - $156K
|
12.4K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.47K+ 3.86% |
$72.9K - $87.2K
|
66.4K
$2.39M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 0.46% |
$35.7K - $42.7K
|
263K
$9.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
55.9K+ 26.76% |
$1.65M - $1.97M
|
265K
$9.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
111K+ 40.02% |
$3.27M - $3.91M
|
387K
$13.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-8.76K- 11.08% |
$258K - $309K
|
70.3K
$2.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
278K+ 8.99% |
$8.22M - $9.83M
|
3.38M
$121M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.66K+ 38.01% |
$151K - $177K
|
16.9K
$608K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
381K+ 403.77% |
$12.4M - $14.5M
|
475K
$17.1M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
47.8K+ 109.22% |
$1.55M - $1.82M
|
91.5K
$3.29M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
23.7K+ 286.64% |
$769K - $899K
|
31.9K
$1.15M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.64K- 36.94% |
$281K - $328K
|
14.7K
$530K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 7.1% |
$67.2K - $78.6K
|
27K
$972K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
292New |
$9.49K - $11.1K
|
292
$10.5K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16KNew |
$519K - $607K
|
16K
$574K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-531- 6.43% |
$17.3K - $20.2K
|
7.73K
$278K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-14K- 12.72% |
$455K - $533K
|
96.2K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
94.7K+ 374.76% |
$3.08M - $3.6M
|
120K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
90.8K+ 12.73% |
$2.95M - $3.45M
|
805K
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
808K+ 119.89% |
$26.2M - $30.7M
|
1.48M
$53.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
39.3K+ 27.78% |
$1.28M - $1.49M
|
181K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62.8KNew |
$2.04M - $2.39M
|
62.8K
$2.26M
|
|