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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
491KNew |
$17.4M - $19.8M
|
491K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
383KNew |
$13.6M - $15.4M
|
383K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
314KNew |
$11.1M - $12.7M
|
314K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
310KNew |
$11M - $12.5M
|
310K
$11.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
297K+ 11.72% |
$10.5M - $12M
|
2.83M
$106M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267K+ 8.25% |
$9.48M - $10.8M
|
3.51M
$131M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227K+ 46.8% |
$8.06M - $9.17M
|
713K
$26.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
222K+ 123.43% |
$7.87M - $8.95M
|
402K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
217KNew |
$7.69M - $8.75M
|
217K
$8.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
217K+ 1943.37% |
$7.69M - $8.74M
|
228K
$8.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
216K+ 639.87% |
$7.65M - $8.7M
|
249K
$9.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
205KNew |
$7.26M - $8.26M
|
205K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
191K+ 7.82% |
$6.76M - $7.69M
|
2.63M
$98.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
149KNew |
$5.27M - $5.99M
|
149K
$5.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
120K+ 264.24% |
$4.27M - $4.86M
|
166K
$6.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
119KNew |
$4.21M - $4.78M
|
119K
$4.43M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
88.3K+ 19.09% |
$3.13M - $3.56M
|
551K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
83K+ 102.53% |
$2.94M - $3.35M
|
164K
$6.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72.5K+ 35.45% |
$2.57M - $2.92M
|
277K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
71.9K+ 18.3% |
$2.55M - $2.9M
|
465K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
70.1K+ 357.5% |
$2.48M - $2.83M
|
89.7K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.1KNew |
$2.45M - $2.79M
|
69.1K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
65.6KNew |
$2.33M - $2.65M
|
65.6K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.7K+ 48.09% |
$2.29M - $2.61M
|
199K
$7.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
60.8KNew |
$2.16M - $2.45M
|
60.8K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
60.1KNew |
$2.13M - $2.42M
|
60.1K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49.3K+ 34.25% |
$1.75M - $1.99M
|
193K
$7.22M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47KNew |
$1.67M - $1.89M
|
47K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40.1K+ 29.23% |
$1.42M - $1.62M
|
177K
$6.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
39.9K+ 54.53% |
$1.42M - $1.61M
|
113K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
37.6K+ 28.79% |
$1.33M - $1.52M
|
168K
$6.28M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
37.3K+ 68.09% |
$1.32M - $1.51M
|
92.1K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
36KNew |
$1.28M - $1.45M
|
36K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31.1KNew |
$1.1M - $1.26M
|
31.1K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.2K+ 247.0% |
$1.04M - $1.18M
|
41.1K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
27.8KNew |
$986K - $1.12M
|
27.8K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
25.7KNew |
$912K - $1.04M
|
25.7K
$962K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25.3KNew |
$895K - $1.02M
|
25.3K
$944K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
25.2K+ 46.74% |
$892K - $1.02M
|
79K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 14.36% |
$792K - $901K
|
178K
$6.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.8K+ 50.05% |
$774K - $880K
|
65.4K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
21.5KNew |
$761K - $866K
|
21.5K
$803K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 16.42% |
$752K - $855K
|
150K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.7K+ 124.62% |
$735K - $836K
|
37.4K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
19.3K+ 2.02% |
$684K - $778K
|
976K
$36.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19.3K+ 5.17% |
$683K - $777K
|
392K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
18.5K+ 4.79% |
$657K - $747K
|
405K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.4K+ 10.22% |
$654K - $743K
|
199K
$7.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.9K+ 30.91% |
$636K - $724K
|
76K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.3K+ 10.06% |
$615K - $699K
|
190K
$7.09M
|