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 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-300- 31.61% |
$10.6K - $11.6K
|
649
$24.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
8.83K+ 16.32% |
$313K - $341K
|
62.9K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
57.2K+ 67.42% |
$2.03M - $2.21M
|
142K
$5.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
3.1K+ 16.18% |
$110K - $120K
|
22.2K
$834K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6+ 0.01% |
$213 - $232
|
40.3K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20.7K+ 7.93% |
$733K - $799K
|
282K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
416+ 3.59% |
$14.7K - $16.1K
|
12K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.65K- 30.95% |
$236K - $257K
|
14.8K
$556K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
8.95K+ 2.31% |
$317K - $346K
|
396K
$14.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
86.4K+ 3.64% |
$3.06M - $3.34M
|
2.46M
$92.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.02KNew |
$249K - $271K
|
7.02K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
144K+ 351.16% |
$5.09M - $5.56M
|
185K
$6.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 11.99% |
$89.1K - $97.2K
|
23.5K
$880K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2.52K+ 170.76% |
$89.2K - $97.3K
|
3.99K
$150K
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.2K+ 3.87% |
$572K - $625K
|
433K
$16.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.28K+ 3.02% |
$45.3K - $49.4K
|
43.6K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.48K- 18.59% |
$87.7K - $95.7K
|
10.8K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
40.4KNew |
$1.43M - $1.56M
|
40.4K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.09K+ 0.69% |
$73.9K - $80.7K
|
305K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
83.7K+ 46.14% |
$2.96M - $3.23M
|
265K
$9.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.7K+ 8.24% |
$379K - $413K
|
140K
$5.27M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-412- 0.57% |
$14.6K - $15.9K
|
71.6K
$2.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$70.8 - $77.3
|
11.9K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.88K+ 38.89% |
$279K - $305K
|
28.2K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
100K+ 81.95% |
$3.54M - $3.86M
|
222K
$8.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.16K+ 7.9% |
$41K - $44.8K
|
15.8K
$593K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
13.5KNew |
$478K - $522K
|
13.5K
$506K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.7K+ 3.83% |
$60.3K - $65.8K
|
46.2K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 2.2% |
$84.9K - $92.6K
|
107K
$4M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
58.1KNew |
$2.06M - $2.24M
|
58.1K
$2.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 70.03% |
$240K - $262K
|
16.4K
$616K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
650New |
$23K - $25.1K
|
650
$24.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.87K+ 9.93% |
$102K - $111K
|
31.7K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-36.9K- 45.89% |
$1.31M - $1.42M
|
43.5K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-18- 0.12% |
$638 - $696
|
15.2K
$568K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.87K+ 16.65% |
$102K - $111K
|
20.1K
$753K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 0.48% |
$4.43K - $4.83K
|
26.2K
$983K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.07K+ 1.15% |
$37.8K - $41.3K
|
94.3K
$3.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
91.1K+ 77.74% |
$3.23M - $3.52M
|
208K
$7.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.9K+ 0.85% |
$174K - $189K
|
580K
$21.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
12.9K+ 17.17% |
$456K - $497K
|
87.8K
$3.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
334+ 1.28% |
$11.8K - $12.9K
|
26.5K
$994K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-12.3K- 23.05% |
$434K - $474K
|
40.9K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
99New |
$3.51K - $3.83K
|
99
$3.71K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.54K+ 5.88% |
$125K - $137K
|
63.8K
$2.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19K+ 7.09% |
$671K - $733K
|
286K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.47K+ 6.7% |
$87.6K - $95.6K
|
39.4K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
229+ 1.58% |
$8.11K - $8.85K
|
14.7K
$552K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.45K- 7.4% |
$158K - $172K
|
55.7K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.33K+ 2.21% |
$47.1K - $51.4K
|
61.4K
$2.3M
|
|