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 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
8.92K+ 11.93% |
$263K - $315K
|
83.7K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.89K+ 12.11% |
$262K - $314K
|
82.3K
$3.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.82K+ 8.31% |
$260K - $311K
|
115K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.62K+ 8.37% |
$254K - $304K
|
112K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.51K+ 2.89% |
$251K - $301K
|
303K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.31KNew |
$245K - $293K
|
8.31K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.27K+ 16.42% |
$244K - $292K
|
58.6K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
8.18KNew |
$241K - $289K
|
8.18K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.92K+ 9.32% |
$234K - $280K
|
92.9K
$3.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.73K+ 28.61% |
$228K - $273K
|
34.7K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.69K+ 2.66% |
$227K - $272K
|
297K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
7.62KNew |
$225K - $269K
|
7.62K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.55KNew |
$223K - $267K
|
7.55K
$286K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.24K+ 2.53% |
$214K - $256K
|
293K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.21K+ 32.39% |
$213K - $255K
|
29.5K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
7.16K+ 108.52% |
$211K - $253K
|
13.8K
$520K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.08K+ 8.21% |
$209K - $250K
|
93.3K
$3.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.81KNew |
$201K - $240K
|
6.81K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.81K+ 75.14% |
$201K - $240K
|
15.9K
$600K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.53KNew |
$193K - $231K
|
6.53K
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
6.22K+ 1.51% |
$183K - $219K
|
417K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.11K+ 109.23% |
$180K - $216K
|
11.7K
$443K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.1KNew |
$180K - $216K
|
6.1K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.05K+ 3.01% |
$179K - $214K
|
207K
$7.84M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.04K+ 40.43% |
$178K - $213K
|
21K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.03KNew |
$178K - $213K
|
6.03K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.02K+ 5.39% |
$178K - $213K
|
118K
$4.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6KNew |
$177K - $212K
|
6K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.83KNew |
$172K - $206K
|
5.83K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.91K+ 10.53% |
$145K - $174K
|
51.6K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.91K+ 4.92% |
$145K - $173K
|
105K
$3.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
4.79K+ 11.81% |
$141K - $169K
|
45.4K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
4.65K+ 8.8% |
$137K - $164K
|
57.5K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.59K+ 2.79% |
$136K - $162K
|
169K
$6.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.42K+ 7.97% |
$131K - $156K
|
59.9K
$2.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.42K+ 55.65% |
$131K - $156K
|
12.4K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.34K+ 25.65% |
$128K - $153K
|
21.3K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.24KNew |
$125K - $150K
|
4.24K
$160K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.16K+ 6.78% |
$123K - $147K
|
65.5K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.14K+ 5.02% |
$122K - $146K
|
86.7K
$3.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.14K+ 6.49% |
$122K - $146K
|
67.9K
$2.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.08K+ 3.58% |
$120K - $144K
|
118K
$4.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.05K+ 7.47% |
$120K - $143K
|
58.3K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.03K+ 1.18% |
$119K - $142K
|
346K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.01K+ 1.99% |
$118K - $141K
|
205K
$7.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.86K+ 18.28% |
$114K - $136K
|
24.9K
$944K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.72K+ 4.18% |
$110K - $131K
|
92.7K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.58K+ 21.5% |
$106K - $126K
|
20.2K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.49K+ 4.56% |
$103K - $123K
|
80.1K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.47K+ 11.9% |
$102K - $122K
|
32.6K
$1.23M
|