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 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.2K+ 73.64% |
$611K - $696K
|
40.7K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.9K+ 15.51% |
$598K - $681K
|
126K
$4.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.8K+ 8.53% |
$561K - $638K
|
201K
$7.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
15.4KNew |
$546K - $621K
|
15.4K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14.7K+ 7.8% |
$520K - $592K
|
203K
$7.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.4KNew |
$510K - $581K
|
14.4K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 29.98% |
$510K - $580K
|
62.4K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.7K+ 33.25% |
$485K - $552K
|
54.9K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 73.71% |
$483K - $549K
|
32.1K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.6K+ 7.39% |
$481K - $547K
|
197K
$7.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.5KNew |
$443K - $504K
|
12.5K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 9.47% |
$434K - $494K
|
142K
$5.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12K+ 58.58% |
$426K - $484K
|
32.5K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.7K+ 35.14% |
$378K - $430K
|
41K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.7K+ 6.71% |
$378K - $430K
|
170K
$6.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10.6KNew |
$375K - $427K
|
10.6K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$374K - $425K
|
10.5K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.1K+ 63.83% |
$358K - $407K
|
25.9K
$968K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.95K+ 9.96% |
$353K - $401K
|
110K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.9KNew |
$351K - $399K
|
9.9K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.71KNew |
$344K - $392K
|
9.71K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.14KNew |
$324K - $369K
|
9.14K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.9K+ 9.41% |
$316K - $359K
|
103K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 5.05% |
$315K - $358K
|
185K
$6.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.52KNew |
$302K - $344K
|
8.52K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.39KNew |
$297K - $338K
|
8.39K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.03KNew |
$285K - $324K
|
8.03K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.83K+ 10.63% |
$278K - $316K
|
81.5K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.25KNew |
$257K - $292K
|
7.25K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.78K+ 9.63% |
$240K - $273K
|
77.2K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
6.67K+ 85.48% |
$236K - $269K
|
14.5K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.34KNew |
$225K - $256K
|
6.34K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.22KNew |
$220K - $251K
|
6.22K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.08K+ 48.44% |
$215K - $245K
|
18.6K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.86K+ 12.17% |
$208K - $236K
|
54K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.52K+ 32.53% |
$196K - $223K
|
22.5K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.38K+ 6.7% |
$191K - $217K
|
85.6K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.25K+ 91.53% |
$186K - $212K
|
11K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.25K+ 6.82% |
$186K - $212K
|
82.2K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.1K+ 8.27% |
$181K - $206K
|
66.8K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.04K+ 5.84% |
$179K - $203K
|
91.4K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 63.24% |
$158K - $180K
|
11.5K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.28K+ 25.51% |
$152K - $173K
|
21.1K
$787K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.22K+ 2.73% |
$150K - $170K
|
159K
$5.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.1K+ 6.13% |
$145K - $165K
|
71K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.09K+ 20.77% |
$145K - $165K
|
23.8K
$889K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05K+ 202.5% |
$144K - $163K
|
6.05K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
3.96K+ 40.04% |
$140K - $160K
|
13.8K
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 6.89% |
$119K - $136K
|
52.3K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$114K - $130K
|
3.23K
$121K
|