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 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
27.8K+ 8.85% |
$904K - $1.06M
|
342K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
46.9K+ 339.14% |
$1.52M - $1.78M
|
60.8K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
7.21K+ 102.91% |
$234K - $274K
|
14.2K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.05K+ 4.51% |
$131K - $154K
|
93.7K
$3.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
226K+ 444.15% |
$7.34M - $8.58M
|
277K
$9.95M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-28.7K- 38.05% |
$933K - $1.09M
|
46.7K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.3K+ 6.96% |
$1.18M - $1.38M
|
557K
$20M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.57K+ 6.02% |
$246K - $288K
|
133K
$4.79M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
181+ 1292.86% |
$5.88K - $6.88K
|
195
$7.01K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.58K+ 18.88% |
$51.4K - $60.1K
|
9.97K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34.4KNew |
$1.12M - $1.31M
|
34.4K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.4K+ 31.15% |
$1.8M - $2.1M
|
233K
$8.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
181K+ 527.58% |
$5.89M - $6.88M
|
216K
$7.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 24.16% |
$205K - $240K
|
19.8K
$713K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
95+ 12.47% |
$3.09K - $3.61K
|
857
$30.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-74.8KClosed |
$2.43M - $2.84M
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-571- 4.41% |
$18.6K - $21.7K
|
12.4K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-85- 1.11% |
$2.76K - $3.23K
|
7.56K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
92K+ 621.34% |
$2.99M - $3.49M
|
107K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
17.8K+ 2090.14% |
$579K - $677K
|
18.7K
$671K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
17+ 0.07% |
$552 - $646
|
24K
$863K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.47K+ 92.36% |
$210K - $246K
|
13.5K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.94K- 99.97% |
$128K - $150K
|
1
$36
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 5.31% |
$5.13M - $6M
|
3.13M
$113M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
162+ 0.22% |
$5.26K - $6.15K
|
75.4K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
79+ 0.09% |
$2.57K - $3K
|
91.6K
$3.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
7.61K+ 16.81% |
$247K - $289K
|
52.9K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5.56K+ 10.6% |
$181K - $211K
|
58K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.7K+ 50.87% |
$672K - $786K
|
61.4K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.99K- 4.48% |
$97.2K - $114K
|
63.8K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.64KNew |
$281K - $328K
|
8.64K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-474- 1.54% |
$15.4K - $18K
|
30.4K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.22K- 15.71% |
$137K - $160K
|
22.6K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
220New |
$7.15K - $8.36K
|
220
$7.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.21K+ 0.64% |
$39.3K - $46K
|
191K
$6.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
383+ 3.9% |
$12.4K - $14.6K
|
10.2K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10K- 5.98% |
$326K - $382K
|
158K
$5.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-974- 2.41% |
$31.6K - $37K
|
39.4K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30.9K+ 11.2% |
$1M - $1.17M
|
306K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.75K+ 19.03% |
$252K - $294K
|
48.5K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 19.49% |
$414K - $484K
|
78.2K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 18.84% |
$3.37M - $3.94M
|
655K
$23.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 2.31% |
$59.4K - $69.4K
|
81K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.27K+ 18.36% |
$106K - $124K
|
21K
$757K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2K+ 7.77% |
$333K - $389K
|
142K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.17K+ 16.49% |
$37.9K - $44.3K
|
8.25K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$65 - $76
|
15.1K
$541K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$268K - $313K
|
8.25K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25K+ 8.66% |
$106K - $124K
|
40.8K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.34K+ 8.04% |
$141K - $165K
|
58.3K
$2.1M
|