Latest Institutional Purchases of First Tr ETF Vi Smid Cap Risin (SDVY)
This list provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
270K+ 9.57% |
$8.79M - $10.3M
|
3.1M
$101M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
226K+ 444.15% |
$7.34M - $8.58M
|
277K
$8.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
221K+ 6.31% |
$7.19M - $8.41M
|
3.73M
$121M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202K+ 119.29% |
$6.57M - $7.68M
|
372K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
181K+ 527.58% |
$5.89M - $6.88M
|
216K
$7.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
167K+ 6.35% |
$5.43M - $6.35M
|
2.8M
$90.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 5.31% |
$5.13M - $6M
|
3.13M
$102M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
152K+ 249.83% |
$4.94M - $5.77M
|
213K
$6.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
131K+ 88.0% |
$4.25M - $4.97M
|
279K
$9.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
120K+ 5.63% |
$3.9M - $4.56M
|
2.25M
$73.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
110K+ 452.54% |
$3.57M - $4.18M
|
134K
$4.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
105KNew |
$3.41M - $3.99M
|
105K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 18.84% |
$3.37M - $3.94M
|
655K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
92K+ 621.34% |
$2.99M - $3.49M
|
107K
$3.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
82.6K+ 421.03% |
$2.68M - $3.14M
|
102K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
81.6K+ 68.82% |
$2.65M - $3.1M
|
200K
$6.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67.9K+ 35.17% |
$2.21M - $2.58M
|
261K
$8.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.7K+ 22.98% |
$2.07M - $2.42M
|
341K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.4K+ 31.15% |
$1.8M - $2.1M
|
233K
$7.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.9KNew |
$1.78M - $2.09M
|
54.9K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 7.17% |
$1.66M - $1.94M
|
764K
$24.9M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
46.9K+ 339.14% |
$1.52M - $1.78M
|
60.8K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46.8K+ 106293.18% |
$1.52M - $1.78M
|
46.8K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
45.4K+ 11.59% |
$1.48M - $1.73M
|
438K
$14.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44.3K+ 71.38% |
$1.44M - $1.68M
|
106K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
42.6K+ 18.21% |
$1.38M - $1.62M
|
277K
$8.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
40.5K+ 6.69% |
$1.32M - $1.54M
|
646K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34.4KNew |
$1.12M - $1.31M
|
34.4K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
32.4K+ 47.96% |
$1.05M - $1.23M
|
99.9K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
31.2K+ 5.5% |
$1.02M - $1.19M
|
599K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30.9K+ 11.2% |
$1M - $1.17M
|
306K
$9.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.1K+ 200.01% |
$978K - $1.14M
|
45.1K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
27.8K+ 8.85% |
$904K - $1.06M
|
342K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
27KNew |
$877K - $1.03M
|
27K
$878K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
25.9K+ 61.42% |
$843K - $986K
|
68.2K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
25.7K+ 24.89% |
$836K - $977K
|
129K
$4.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
23.1K+ 12.46% |
$752K - $879K
|
209K
$6.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
22.6K+ 68.57% |
$733K - $858K
|
55.5K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.7K+ 50.87% |
$672K - $786K
|
61.4K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
20K+ 5.65% |
$651K - $761K
|
375K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
18.2K+ 26.72% |
$590K - $690K
|
86.2K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
17.8K+ 2090.14% |
$579K - $677K
|
18.7K
$607K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17.4K+ 20.29% |
$564K - $660K
|
103K
$3.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
17.2KNew |
$560K - $655K
|
17.2K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.4K+ 143.74% |
$533K - $624K
|
27.8K
$905K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.2K+ 62.54% |
$526K - $615K
|
42.1K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 21.95% |
$493K - $576K
|
84.2K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.3K+ 12.72% |
$465K - $543K
|
127K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 11.12% |
$437K - $511K
|
135K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 19.49% |
$414K - $484K
|
78.2K
$2.54M
|