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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
31.3K+ 10.04% |
$923K - $1.1M
|
343K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30.8K+ 12.55% |
$909K - $1.09M
|
276K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.7KNew |
$905K - $1.08M
|
30.7K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 5.7% |
$890K - $1.06M
|
558K
$21.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
29.6K+ 3.68% |
$873K - $1.04M
|
834K
$31.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29K+ 28.41% |
$857K - $1.03M
|
131K
$4.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.6K+ 7.42% |
$815K - $975K
|
399K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$805K - $963K
|
27.3K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
26.1K+ 10.81% |
$771K - $922K
|
267K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25.7K+ 2.56% |
$758K - $906K
|
1.03M
$38.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25K+ 27.92% |
$737K - $881K
|
114K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
24KNew |
$708K - $846K
|
24K
$907K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 3.5% |
$701K - $838K
|
702K
$26.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
21.1K+ 9.93% |
$624K - $746K
|
234K
$8.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
20.7K+ 15.42% |
$611K - $731K
|
155K
$5.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
20.6K+ 19.05% |
$608K - $727K
|
129K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.1KNew |
$565K - $676K
|
19.1K
$724K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18.7K+ 4.28% |
$552K - $661K
|
456K
$17.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.8K+ 120.9% |
$526K - $629K
|
32.6K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.5K+ 174.07% |
$517K - $619K
|
27.6K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.5K+ 5.14% |
$517K - $618K
|
358K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.2KNew |
$509K - $609K
|
17.2K
$652K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17.2K+ 5.61% |
$507K - $607K
|
324K
$12.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.8K+ 48.95% |
$497K - $595K
|
51.3K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.6K+ 118.63% |
$491K - $587K
|
30.7K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
16.6K+ 4.09% |
$489K - $585K
|
422K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.5K+ 51.73% |
$488K - $583K
|
48.4K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
15.6K+ 106.27% |
$461K - $552K
|
30.3K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
15.2K+ 4.07% |
$450K - $538K
|
390K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 1.92% |
$433K - $518K
|
779K
$29.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
13.8K+ 33.31% |
$408K - $487K
|
55.2K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.8K+ 6.89% |
$407K - $487K
|
214K
$8.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.4K+ 52.53% |
$395K - $473K
|
38.9K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
12.7KNew |
$376K - $449K
|
12.7K
$481K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.5K+ 82.68% |
$370K - $442K
|
27.7K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 5.8% |
$369K - $441K
|
228K
$8.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
12.2KNew |
$361K - $432K
|
12.2K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2K+ 14.47% |
$360K - $431K
|
96.4K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.9K+ 9.6% |
$350K - $419K
|
135K
$5.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.3K+ 9.54% |
$333K - $399K
|
130K
$4.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 23.67% |
$327K - $391K
|
57.9K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.1K+ 26.27% |
$326K - $391K
|
53.2K
$2.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11K+ 73.28% |
$326K - $390K
|
26.1K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.9K+ 10.19% |
$321K - $384K
|
118K
$4.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.8K+ 47.21% |
$318K - $381K
|
33.6K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.8K+ 10.11% |
$318K - $380K
|
117K
$4.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4K+ 6.15% |
$307K - $368K
|
180K
$6.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9.46K+ 18.63% |
$279K - $334K
|
60.2K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.23K+ 3.54% |
$273K - $326K
|
270K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.05K+ 2128.47% |
$267K - $319K
|
9.47K
$358K
|