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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
131K+ 1.97% |
$4.25M - $4.96M
|
6.75M
$243M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31.5K+ 8.41% |
$1.02M - $1.2M
|
407K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
708K+ 25.53% |
$23M - $26.9M
|
3.48M
$125M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.86M+ 17.49% |
$60.4M - $70.7M
|
12.5M
$449M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-655- 6.27% |
$21.3K - $24.9K
|
9.79K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 6.57% |
$84.6K - $98.9K
|
42.3K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-481K- 44.47% |
$15.6M - $18.3M
|
600K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-607- 3.99% |
$19.7K - $23.1K
|
14.6K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1K- 4.21% |
$32.6K - $38.1K
|
22.8K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 6.64% |
$43K - $50.3K
|
18.6K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.11K+ 6.04% |
$231K - $270K
|
125K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
12.4K+ 42.59% |
$402K - $470K
|
41.4K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4.17K+ 162.61% |
$136K - $158K
|
6.74K
$242K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15+ 0.2% |
$487 - $570
|
7.36K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
425New |
$13.8K - $16.1K
|
425
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53.5K+ 27.04% |
$1.74M - $2.03M
|
251K
$9.03M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-20- 4.63% |
$650 - $760
|
412
$14.8K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.14KNew |
$69.5K - $81.3K
|
2.14K
$76.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
138K+ 5.77% |
$4.5M - $5.26M
|
2.54M
$91.2M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
26K+ 9.12% |
$846K - $989K
|
311K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
14+ 0.03% |
$455 - $532
|
40.6K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.5K- 8.12% |
$340K - $397K
|
118K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
44K+ 63.02% |
$1.43M - $1.67M
|
114K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
872+ 4.62% |
$28.3K - $33.1K
|
19.7K
$709K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.83K+ 24.88% |
$222K - $259K
|
34.3K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27K+ 2.17% |
$877K - $1.03M
|
1.27M
$45.7M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-44.7K- 84.55% |
$1.45M - $1.7M
|
8.17K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
227K+ 8.4% |
$7.38M - $8.62M
|
2.93M
$105M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
650New |
$21.1K - $24.7K
|
650
$23.4K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
601+ 4.48% |
$19.5K - $22.8K
|
14K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85.3K+ 42.79% |
$2.77M - $3.24M
|
285K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.36K+ 17.23% |
$174K - $204K
|
36.5K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.66K+ 16.87% |
$119K - $139K
|
25.3K
$911K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-267- 47.26% |
$8.67K - $10.1K
|
298
$10.7K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-3- 0.03% |
$97.5 - $114
|
10.6K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
700+ 3.25% |
$22.7K - $26.6K
|
22.2K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.3K+ 59.29% |
$628K - $735K
|
52K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
6.19K+ 9.02% |
$201K - $235K
|
74.8K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.97K+ 5.4% |
$194K - $227K
|
116K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.61K+ 15.25% |
$247K - $289K
|
57.5K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.48K+ 12.54% |
$80.6K - $94.3K
|
22.3K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.66K+ 24.37% |
$184K - $215K
|
28.9K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
30New |
$975 - $1.14K
|
30
$1.08K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
64.1K+ 36.13% |
$2.08M - $2.43M
|
241K
$8.68M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.05K- 1.97% |
$66.7K - $78K
|
102K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
4.15K+ 5.1% |
$135K - $158K
|
85.7K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
27.4K+ 22.77% |
$889K - $1.04M
|
148K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.3KNew |
$529K - $619K
|
16.3K
$586K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.6K+ 6.13% |
$378K - $442K
|
201K
$7.24M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-144- 0.19% |
$4.68K - $5.47K
|
75.5K
$2.71M
|