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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.8K+ 4.01% |
$915K - $998K
|
670K
$25.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
494K+ 17.1% |
$17.5M - $19.1M
|
3.38M
$127M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.1K+ 104.34% |
$1.99M - $2.17M
|
110K
$4.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 5.35% |
$38.6K - $42.1K
|
21.5K
$804K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.02K- 10.6% |
$71.4K - $77.9K
|
17K
$637K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 4.5% |
$2.02K - $2.2K
|
1.32K
$49.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
772+ 2.17% |
$27.3K - $29.8K
|
36.3K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20K+ 73.66% |
$707K - $771K
|
47K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.7K+ 13.02% |
$450K - $491K
|
110K
$4.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.1K+ 54.77% |
$1.1M - $1.2M
|
87.8K
$3.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9.7K+ 2.13% |
$344K - $375K
|
466K
$17.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.07K- 7.1% |
$321K - $351K
|
119K
$4.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 8.62% |
$401K - $437K
|
143K
$5.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-83.4K- 30.69% |
$2.95M - $3.22M
|
188K
$7.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-3.19K- 12.87% |
$113K - $123K
|
21.6K
$809K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
724+ 2.08% |
$25.6K - $28K
|
35.5K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1.23K- 1.59% |
$43.6K - $47.6K
|
76.3K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47.3K+ 41.36% |
$1.67M - $1.83M
|
162K
$6.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.23K+ 18.63% |
$114K - $125K
|
20.6K
$771K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 11.53% |
$67.9K - $74.1K
|
14.7K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32.2K+ 53.68% |
$1.14M - $1.24M
|
92.1K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.18K+ 6.81% |
$219K - $239K
|
96.8K
$3.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.72K+ 9.37% |
$273K - $298K
|
90K
$3.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.65KNew |
$342K - $373K
|
9.65K
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
282+ 0.48% |
$9.99K - $10.9K
|
58.8K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.22K+ 9.95% |
$43.1K - $47.1K
|
13.5K
$505K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 51.38% |
$188K - $206K
|
15.7K
$588K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.87K+ 22.91% |
$172K - $188K
|
26.1K
$980K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
51.9KNew |
$1.84M - $2M
|
51.9K
$1.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.76K- 3.36% |
$97.6K - $106K
|
79.4K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.11% |
$54.6K - $59.6K
|
140K
$5.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.2K- 16.29% |
$752K - $820K
|
109K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.26K+ 5.0% |
$44.6K - $48.7K
|
26.4K
$990K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.7KNew |
$202K - $220K
|
5.7K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
337+ 1.72% |
$11.9K - $13K
|
19.9K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9.01K- 4.35% |
$319K - $348K
|
198K
$7.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-554- 1.59% |
$19.6K - $21.4K
|
34.2K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 23.74% |
$551K - $601K
|
81.1K
$3.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.07K+ 7.31% |
$73.3K - $80K
|
30.4K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
423+ 2.13% |
$15K - $16.3K
|
20.3K
$760K
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.69K+ 7.52% |
$59.9K - $65.3K
|
24.2K
$906K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.14K- 4.71% |
$75.7K - $82.6K
|
43.2K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
824+ 0.31% |
$29.2K - $31.8K
|
264K
$9.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59.8K+ 16.72% |
$2.12M - $2.31M
|
418K
$15.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-679- 5.92% |
$24.1K - $26.2K
|
10.8K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.9K+ 38.53% |
$174K - $190K
|
17.6K
$661K
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-39.9K- 18.81% |
$1.41M - $1.54M
|
172K
$6.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.87K- 7.98% |
$137K - $149K
|
44.6K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-26.5K- 10.02% |
$939K - $1.03M
|
238K
$8.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.7K+ 14.33% |
$1.09M - $1.19M
|
245K
$9.18M
|
|