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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.8K+ 3.54% |
$489K - $534K
|
404K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
482New |
$17.1K - $18.6K
|
482
$18.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 11.06% |
$1.01M - $1.1M
|
286K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-31.5K- 46.31% |
$1.12M - $1.22M
|
36.5K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
414+ 4.91% |
$14.7K - $16K
|
8.84K
$331K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-3.06K- 5.72% |
$108K - $118K
|
50.5K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-29.3K- 3.52% |
$1.04M - $1.13M
|
805K
$30.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
5.92K+ 7.07% |
$210K - $229K
|
89.7K
$3.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 5.76% |
$479K - $522K
|
221K
$8.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.9KNew |
$598K - $653K
|
16.9K
$633K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.64K+ 43.3% |
$93.6K - $102K
|
8.75K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.26% |
$35.4 - $38.7
|
379
$14.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.2KNew |
$77.9K - $85K
|
2.2K
$82.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.62K+ 7.36% |
$199K - $217K
|
82K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.1K- 36.73% |
$535K - $584K
|
26K
$975K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
25+ 0.1% |
$886 - $966
|
24.1K
$902K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
529K+ 20.34% |
$18.7M - $20.4M
|
3.13M
$117M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.71K+ 1.84% |
$131K - $143K
|
206K
$7.71M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
7.11KNew |
$252K - $275K
|
7.11K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
339+ 7.37% |
$12K - $13.1K
|
4.94K
$185K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-69.7K- 22.69% |
$2.47M - $2.69M
|
237K
$8.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
134New |
$4.75K - $5.18K
|
134
$5.02K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.26K- 38.99% |
$116K - $126K
|
5.11K
$191K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-25.5K- 28.51% |
$903K - $986K
|
63.9K
$2.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22K+ 19.14% |
$779K - $850K
|
137K
$5.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.97K+ 3.2% |
$105K - $115K
|
95.7K
$3.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-7.29K- 5.74% |
$258K - $282K
|
120K
$4.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.92KNew |
$351K - $383K
|
9.92K
$372K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.6K+ 36.23% |
$871K - $951K
|
92.5K
$3.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
47.9K+ 105.46% |
$1.7M - $1.85M
|
93.2K
$3.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-113- 0.2% |
$4K - $4.37K
|
56.9K
$2.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.69K+ 2.9% |
$59.8K - $65.2K
|
59.9K
$2.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.5K+ 11.93% |
$760K - $829K
|
201K
$7.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-51.9K- 14.48% |
$1.84M - $2M
|
306K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
52.8K+ 8.82% |
$1.87M - $2.04M
|
652K
$24.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
784+ 7.64% |
$27.8K - $30.3K
|
11K
$414K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.3K+ 17.26% |
$719K - $785K
|
138K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-124- 1.3% |
$4.39K - $4.79K
|
9.4K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.31K+ 1.96% |
$81.9K - $89.3K
|
120K
$4.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.3K+ 33.19% |
$827K - $902K
|
93.6K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.43K+ 4.24% |
$121K - $132K
|
84.1K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200+ 11.17% |
$7.08K - $7.73K
|
1.99K
$74.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.14K+ 14.74% |
$288K - $315K
|
63.4K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.99K+ 9.17% |
$106K - $116K
|
35.6K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.23% |
$70.8 - $77.3
|
862
$32.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
186K+ 27.89% |
$6.6M - $7.2M
|
854K
$32M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-706- 0.78% |
$25K - $27.3K
|
89.4K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 11.11% |
$35.4 - $38.7
|
8
$300
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.4K+ 3.14% |
$3.31M - $3.61M
|
3.07M
$115M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10K+ 3.38% |
$355K - $388K
|
307K
$11.5M
|
|