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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-63- 1.48% |
$2.05K - $2.39K
|
4.19K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
723K+ 10.19% |
$23.5M - $27.5M
|
7.82M
$281M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 3.97% |
$24.2M - $28.3M
|
19.5M
$700M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-37.1K- 74.45% |
$1.21M - $1.41M
|
12.8K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
18.6K+ 38.77% |
$605K - $708K
|
66.7K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.3K- 2.65% |
$594K - $695K
|
673K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.59K- 11.81% |
$51.5K - $60.3K
|
11.8K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.9K+ 6.93% |
$453K - $530K
|
215K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-55K- 8.01% |
$1.79M - $2.09M
|
631K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.4K- 8.11% |
$111K - $129K
|
38.5K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
38.1K+ 302.16% |
$1.24M - $1.45M
|
50.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-297- 10.5% |
$9.65K - $11.3K
|
2.53K
$91K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 6.42% |
$539K - $630K
|
242K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33K+ 9.64% |
$1.07M - $1.25M
|
375K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
113K+ 809.35% |
$3.68M - $4.3M
|
127K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
56.5K+ 52.12% |
$1.83M - $2.15M
|
165K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
182KNew |
$5.91M - $6.91M
|
182K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.91K+ 15.69% |
$159K - $186K
|
36.2K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.09K- 5.8% |
$133K - $155K
|
66.5K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.94K- 2.6% |
$323K - $378K
|
373K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 17.46% |
$36.6K - $42.8K
|
7.57K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
784+ 3.67% |
$25.5K - $29.8K
|
22.1K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
148+ 2.12% |
$4.81K - $5.62K
|
7.12K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.2K+ 3.71% |
$234K - $273K
|
201K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.03K+ 12.82% |
$163K - $191K
|
44.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.57K+ 20.17% |
$83.3K - $97.4K
|
15.3K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.13K- 1.47% |
$102K - $119K
|
209K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.22K+ 440.79% |
$39.7K - $46.4K
|
1.5K
$53.9K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.3KNew |
$464K - $542K
|
14.3K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26.9K- 50.31% |
$874K - $1.02M
|
26.6K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
939+ 16.56% |
$30.5K - $35.7K
|
6.61K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
35.8K+ 61.49% |
$1.16M - $1.36M
|
94K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.7K+ 167.5% |
$218K - $255K
|
10.7K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1K+ 106.01% |
$2.44M - $2.85M
|
146K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
294K+ 5.26% |
$9.57M - $11.2M
|
5.89M
$212M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38K+ 10.19% |
$1.23M - $1.44M
|
411K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.7K+ 6.85% |
$185K - $217K
|
89K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
13.5K+ 26.86% |
$440K - $514K
|
63.9K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-8.64K- 11.47% |
$281K - $328K
|
66.7K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3KNew |
$853K - $998K
|
26.3K
$944K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
231K+ 18.22% |
$7.51M - $8.78M
|
1.5M
$53.9M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.61K+ 3.1% |
$52.4K - $61.3K
|
53.7K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.3K+ 32.83% |
$205K - $239K
|
25.5K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16KNew |
$519K - $607K
|
16K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$274K - $320K
|
8.43K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.99K- 43.18% |
$325K - $380K
|
13.2K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.88K- 3.74% |
$223K - $261K
|
177K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
221K+ 927.88% |
$7.2M - $8.41M
|
245K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
53.9K+ 15.36% |
$1.75M - $2.05M
|
405K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
355+ 0.69% |
$11.5K - $13.5K
|
51.9K
$1.87M
|