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 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-416- 8.27% |
$13.5K - $15.8K
|
4.61K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
105K+ 24.72% |
$3.4M - $3.98M
|
528K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
415K+ 38.49% |
$13.5M - $15.8M
|
1.49M
$53.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39K- 66.36% |
$1.27M - $1.48M
|
19.8K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-208K- 95.86% |
$6.76M - $7.9M
|
8.98K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-815- 3.48% |
$26.5K - $31K
|
22.6K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
7.03K+ 5.26% |
$228K - $267K
|
141K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.5% |
$32.5 - $38
|
200
$7.19K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
63.5K+ 29.89% |
$2.06M - $2.41M
|
276K
$9.92M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
693+ 0.89% |
$22.5K - $26.3K
|
78.3K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-215K- 53.0% |
$6.97M - $8.15M
|
190K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.46K+ 49.3% |
$307K - $359K
|
28.6K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-59- 4.69% |
$1.92K - $2.24K
|
1.2K
$43.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
204K+ 19.2% |
$6.64M - $7.77M
|
1.27M
$45.6M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
215New |
$6.99K - $8.17K
|
215
$7.73K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.53K+ 12.03% |
$147K - $172K
|
42.2K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
82+ 2.68% |
$2.66K - $3.12K
|
3.14K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
405+ 6.41% |
$13.2K - $15.4K
|
6.72K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.05K+ 5.12% |
$34K - $39.7K
|
21.5K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.24K+ 6.36% |
$72.7K - $85K
|
37.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71.2K+ 64.35% |
$2.31M - $2.71M
|
182K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
56New |
$1.82K - $2.13K
|
56
$2.01K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.26K+ 9.09% |
$268K - $314K
|
99.2K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
109K+ 775.58% |
$3.56M - $4.16M
|
124K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.04K- 9.24% |
$131K - $153K
|
39.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-286- 0.21% |
$9.29K - $10.9K
|
138K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-84.3K- 25.51% |
$2.74M - $3.2M
|
246K
$8.85M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.62K+ 12.39% |
$85.2K - $99.6K
|
23.8K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.47KNew |
$210K - $246K
|
6.47K
$233K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-69.9K- 9.15% |
$2.27M - $2.65M
|
693K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
126K+ 8.92% |
$4.09M - $4.78M
|
1.54M
$55.2M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
99.5K+ 84.93% |
$3.23M - $3.78M
|
217K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-192KClosed |
$6.23M - $7.28M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 10.84% |
$32.5K - $38K
|
8.22K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
504K+ 3.96% |
$16.4M - $19.1M
|
13.2M
$476M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
12.6K+ 20.63% |
$409K - $478K
|
73.6K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
76New |
$2.47K - $2.89K
|
76
$2.73K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.37K+ 357.53% |
$142K - $166K
|
5.59K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.33K+ 29.91% |
$206K - $241K
|
27.5K
$989K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
132KNew |
$4.29M - $5.02M
|
132K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 97.57% |
$37.8K - $44.2K
|
29
$1.04K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
167K+ 48.83% |
$5.42M - $6.34M
|
509K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.4K- 30.79% |
$531K - $621K
|
36.8K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.64KNew |
$281K - $328K
|
8.64K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 14.16% |
$1.59K - $1.86K
|
297
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
103K+ 30.56% |
$3.34M - $3.91M
|
439K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.91K+ 6.05% |
$322K - $376K
|
174K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
205KNew |
$6.67M - $7.8M
|
205K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.66K+ 53.71% |
$119K - $139K
|
10.5K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.92K+ 5.3% |
$62.4K - $73K
|
38.2K
$1.37M
|