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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.97MNew |
$117M - $140M
|
3.97M
$151M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.34M+ 472.85% |
$69.1M - $82.6M
|
2.84M
$108M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
588KNew |
$17.4M - $20.8M
|
588K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
446K+ 29.85% |
$13.2M - $15.7M
|
1.94M
$73.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
285K+ 103.18% |
$8.41M - $10.1M
|
561K
$21.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
278K+ 8.99% |
$8.22M - $9.83M
|
3.38M
$128M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
273K+ 5.46% |
$8.06M - $9.64M
|
5.28M
$200M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
252K+ 653.0% |
$7.43M - $8.88M
|
290K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
242K+ 189.95% |
$7.13M - $8.53M
|
369K
$14M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
239K+ 1.23% |
$7.07M - $8.45M
|
19.7M
$748M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
219KNew |
$6.46M - $7.73M
|
219K
$8.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
212KNew |
$6.26M - $7.49M
|
212K
$8.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
193K+ 40.56% |
$5.69M - $6.8M
|
668K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
168K+ 44.99% |
$4.95M - $5.92M
|
541K
$20.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 0.69% |
$4.79M - $5.73M
|
23.5M
$893M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
123K+ 20.46% |
$3.62M - $4.33M
|
721K
$27.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
111K+ 40.02% |
$3.27M - $3.91M
|
387K
$14.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
88.4KNew |
$2.61M - $3.12M
|
88.4K
$3.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
81.1K+ 29.32% |
$2.39M - $2.86M
|
358K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
80.6K+ 3.02% |
$2.38M - $2.85M
|
2.75M
$104M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
80.3KNew |
$2.37M - $2.84M
|
80.3K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
79K+ 43.41% |
$2.33M - $2.79M
|
261K
$9.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.7K+ 5.06% |
$2.29M - $2.74M
|
1.61M
$61.3M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
69.4KNew |
$2.05M - $2.45M
|
69.4K
$2.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
68.9K+ 15.68% |
$2.03M - $2.43M
|
508K
$19.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
65.8K+ 264.7% |
$1.94M - $2.32M
|
90.7K
$3.44M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.6K+ 2.43% |
$1.82M - $2.18M
|
2.6M
$98.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
60.1KNew |
$1.77M - $2.12M
|
60.1K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
59.4K+ 465.78% |
$1.75M - $2.1M
|
72.1K
$2.74M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
55.9K+ 26.76% |
$1.65M - $1.97M
|
265K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55.4K+ 22.04% |
$1.63M - $1.95M
|
306K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.8KNew |
$1.59M - $1.9M
|
53.8K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
53.5KNew |
$1.58M - $1.89M
|
53.5K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44.8K+ 58.98% |
$1.32M - $1.58M
|
121K
$4.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
44.7K+ 16.0% |
$1.32M - $1.58M
|
324K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
44.5KNew |
$1.31M - $1.57M
|
44.5K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.4K+ 20.65% |
$1.25M - $1.5M
|
248K
$9.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42K+ 19.5% |
$1.24M - $1.48M
|
258K
$9.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
40.9KNew |
$1.21M - $1.45M
|
40.9K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
39.5K+ 30.97% |
$1.16M - $1.39M
|
167K
$6.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.7KNew |
$1.14M - $1.37M
|
38.7K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 2.9% |
$1.09M - $1.3M
|
1.31M
$49.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36.2K+ 19.89% |
$1.07M - $1.28M
|
218K
$8.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.1K+ 39.42% |
$1.07M - $1.27M
|
128K
$4.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
35.4KNew |
$1.05M - $1.25M
|
35.4K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.3K+ 56.59% |
$1.04M - $1.25M
|
97.6K
$3.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
34.4K+ 32.78% |
$1.02M - $1.21M
|
139K
$5.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.8K+ 8.31% |
$997K - $1.19M
|
440K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33.1K+ 8.83% |
$978K - $1.17M
|
408K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
32.9KNew |
$971K - $1.16M
|
32.9K
$1.25M
|