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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35.6K+ 105.88% |
$1.26M - $1.38M
|
69.2K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34K+ 5.22% |
$1.2M - $1.31M
|
685K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
32.7KNew |
$1.16M - $1.26M
|
32.7K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32.2K+ 53.68% |
$1.14M - $1.24M
|
92.1K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.1K+ 54.77% |
$1.1M - $1.2M
|
87.8K
$3.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.7K+ 14.33% |
$1.09M - $1.19M
|
245K
$9.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30.5K+ 7.47% |
$1.08M - $1.18M
|
439K
$16.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.1K+ 6.84% |
$1.07M - $1.16M
|
470K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 11.06% |
$1.01M - $1.1M
|
286K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
26K+ 198.81% |
$920K - $1M
|
39K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.8K+ 4.01% |
$915K - $998K
|
670K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.8K+ 4.62% |
$913K - $996K
|
584K
$21.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24.7KNew |
$875K - $955K
|
24.7K
$927K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.6K+ 36.23% |
$871K - $951K
|
92.5K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.3K+ 33.19% |
$827K - $902K
|
93.6K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22.5K+ 4.16% |
$797K - $870K
|
563K
$21.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22K+ 19.14% |
$779K - $850K
|
137K
$5.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.5K+ 11.93% |
$760K - $829K
|
201K
$7.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$737K - $804K
|
20.8K
$780K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20.7K+ 7.93% |
$733K - $799K
|
282K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.3K+ 17.26% |
$719K - $785K
|
138K
$5.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
20.1KNew |
$713K - $778K
|
20.1K
$755K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20K+ 73.66% |
$707K - $771K
|
47K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 87.38% |
$697K - $760K
|
42.2K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 9.94% |
$696K - $760K
|
217K
$8.15M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.4K+ 165.99% |
$688K - $751K
|
31.1K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
19.1K+ 8.74% |
$678K - $740K
|
238K
$8.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19K+ 7.09% |
$671K - $733K
|
286K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
17.4K+ 49.22% |
$618K - $674K
|
52.9K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
17.1K+ 180.57% |
$606K - $661K
|
26.6K
$996K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.9KNew |
$598K - $653K
|
16.9K
$633K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
16.4K+ 4.78% |
$581K - $634K
|
359K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.2K+ 3.87% |
$572K - $625K
|
433K
$16.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 23.74% |
$551K - $601K
|
81.1K
$3.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.3K+ 1.21% |
$542K - $592K
|
1.28M
$48M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.8K+ 3.54% |
$489K - $534K
|
404K
$15.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.8K+ 4.49% |
$487K - $531K
|
320K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
13.5KNew |
$478K - $522K
|
13.5K
$506K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
13.3KNew |
$469K - $512K
|
13.3K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.1KNew |
$462K - $505K
|
13.1K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.9K+ 4.45% |
$457K - $499K
|
303K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
12.9K+ 17.17% |
$456K - $497K
|
87.8K
$3.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.7K+ 13.02% |
$450K - $491K
|
110K
$4.14M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 26.42% |
$447K - $488K
|
60.4K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 41.75% |
$428K - $467K
|
41.1K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.8KNew |
$419K - $457K
|
11.8K
$443K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 8.62% |
$401K - $437K
|
143K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
11.3KNew |
$400K - $436K
|
11.3K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
10.7K+ 24.21% |
$379K - $414K
|
55K
$2.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.7K+ 8.24% |
$379K - $413K
|
140K
$5.27M
|
|