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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.64K- 1.13% |
$53.1K - $62.1K
|
143K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
15.1K+ 78.65% |
$489K - $572K
|
34.2K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-106K- 17.65% |
$3.45M - $4.03M
|
495K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.98K+ 4.91% |
$64.4K - $75.3K
|
42.4K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-6.46K- 1.55% |
$210K - $245K
|
411K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-512- 5.46% |
$16.6K - $19.5K
|
8.87K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44M+ 6.56% |
$46.7M - $54.6M
|
23.4M
$840M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
306+ 0.17% |
$9.94K - $11.6K
|
185K
$6.66M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.4K- 6.04% |
$596K - $697K
|
286K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
35+ 0.28% |
$1.14K - $1.33K
|
12.5K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
74New |
$2.4K - $2.81K
|
74
$2.66K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
37.2K+ 299.01% |
$1.21M - $1.41M
|
49.6K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
154New |
$5K - $5.85K
|
154
$5.54K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
658+ 1.6% |
$21.4K - $25K
|
41.8K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
49.6KNew |
$1.61M - $1.89M
|
49.6K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-677- 0.79% |
$22K - $25.7K
|
85K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
221K+ 108.8% |
$7.17M - $8.38M
|
423K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 12.22% |
$122K - $143K
|
27K
$972K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
74.9K+ 520.47% |
$2.44M - $2.85M
|
89.3K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12KNew |
$390K - $456K
|
12K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-395- 0.58% |
$12.8K - $15K
|
67.9K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.68K- 7.58% |
$120K - $140K
|
44.9K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.55K+ 2.54% |
$82.8K - $96.8K
|
103K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.3K- 17.34% |
$368K - $430K
|
54K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
102K+ 403.57% |
$3.32M - $3.88M
|
127K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.87K+ 19.7% |
$93.3K - $109K
|
17.5K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45.5K- 6.28% |
$1.48M - $1.73M
|
678K
$24.4M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.53K- 26.09% |
$82.3K - $96.3K
|
7.18K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56M+ 45.14% |
$50.6M - $59.1M
|
5M
$180M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-42.8K- 9.06% |
$1.39M - $1.63M
|
430K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
24+ 0.4% |
$780 - $912
|
5.99K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 5.13% |
$87.1K - $102K
|
54.9K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
684+ 4.88% |
$22.2K - $26K
|
14.7K
$528K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
608+ 0.82% |
$19.8K - $23.1K
|
74.9K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
429K+ 187.96% |
$13.9M - $16.3M
|
656K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.3K+ 3.41% |
$1.7M - $1.99M
|
1.59M
$57M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.4K- 7.24% |
$761K - $890K
|
300K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
378New |
$12.3K - $14.4K
|
378
$13.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.38% |
$260 - $304
|
2.12K
$76.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-9.62K- 27.23% |
$313K - $366K
|
25.7K
$925K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
112K+ 63.15% |
$3.64M - $4.26M
|
290K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-61.3K- 67.25% |
$1.99M - $2.33M
|
29.9K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
58.3KNew |
$1.89M - $2.21M
|
58.3K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
11.5K+ 2.01% |
$374K - $438K
|
585K
$21M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-13.5K- 56.25% |
$439K - $513K
|
10.5K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
770+ 15.53% |
$25K - $29.3K
|
5.73K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.5K+ 43.36% |
$1.09M - $1.27M
|
111K
$3.98M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
5.1K+ 59.81% |
$166K - $194K
|
13.6K
$490K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
152New |
$4.94K - $5.77K
|
152
$5.46K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
91+ 0.38% |
$2.96K - $3.46K
|
24.1K
$867K
|