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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 2.91% |
$45.5K - $53.2K
|
46.7K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.93K+ 5.8% |
$62.8K - $73.5K
|
35.3K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 14.86% |
$77.2K - $90.3K
|
18.4K
$661K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.4K+ 143.74% |
$533K - $624K
|
27.8K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.2K+ 62.54% |
$526K - $615K
|
42.1K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.27K+ 8.44% |
$73.7K - $86.1K
|
29.1K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.64K- 6.77% |
$53.2K - $62.2K
|
22.5K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.29K+ 83.35% |
$42K - $49.1K
|
2.84K
$102K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-232K- 44.02% |
$7.53M - $8.8M
|
295K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
528+ 5.33% |
$17.2K - $20.1K
|
10.4K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-169- 0.43% |
$5.49K - $6.42K
|
39.1K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
82.6K+ 421.03% |
$2.68M - $3.14M
|
102K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-234- 0.41% |
$7.6K - $8.89K
|
57.1K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 4.21% |
$64.2K - $75.1K
|
48.9K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.13K- 18.59% |
$69.3K - $81K
|
9.34K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.92K+ 2.83% |
$94.9K - $111K
|
106K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.3K- 4.44% |
$140K - $163K
|
92.5K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.1K+ 200.01% |
$978K - $1.14M
|
45.1K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.03% |
$65 - $76
|
6.15K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
813+ 0.99% |
$26.4K - $30.9K
|
83K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.2K+ 15.72% |
$363K - $424K
|
82.1K
$2.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-77- 0.7% |
$2.5K - $2.93K
|
11K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
40.5K+ 6.69% |
$1.32M - $1.54M
|
646K
$23.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
82+ 0.4% |
$2.66K - $3.12K
|
20.5K
$738K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
32.4K+ 47.96% |
$1.05M - $1.23M
|
99.9K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.08KNew |
$198K - $231K
|
6.08K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-3.7K- 1.68% |
$120K - $141K
|
217K
$7.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4.28K- 1.42% |
$139K - $162K
|
297K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-29.2K- 31.91% |
$947K - $1.11M
|
62.2K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 1.99% |
$1.3K - $1.52K
|
2.05K
$73.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
120K+ 5.63% |
$3.9M - $4.56M
|
2.25M
$81M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
17.2KNew |
$560K - $655K
|
17.2K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.67K+ 19.75% |
$86.7K - $101K
|
16.2K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.32K+ 10.34% |
$108K - $126K
|
35.4K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
518+ 3.58% |
$16.8K - $19.7K
|
15K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.43K+ 9.21% |
$306K - $358K
|
112K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
829+ 4.3% |
$26.9K - $31.5K
|
20.1K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-35.3K- 71.31% |
$1.15M - $1.34M
|
14.2K
$510K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
903+ 1.25% |
$29.3K - $34.3K
|
73.4K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6K+ 6.67% |
$344K - $402K
|
169K
$6.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6K+ 14.61% |
$195K - $228K
|
47K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.68K- 31.25% |
$217K - $254K
|
14.7K
$528K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.19K+ 19.05% |
$201K - $235K
|
38.7K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.03% |
$97.5 - $114
|
11.9K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
27KNew |
$877K - $1.03M
|
27K
$971K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11.5K+ 5.82% |
$372K - $435K
|
209K
$7.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44.3K+ 71.38% |
$1.44M - $1.68M
|
106K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 6.58% |
$92.8K - $108K
|
46.3K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.14K+ 14.67% |
$36.9K - $43.1K
|
8.87K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.31K+ 15.61% |
$42.7K - $49.9K
|
9.72K
$350K
|