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 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.7K+ 8.24% |
$379K - $413K
|
140K
$5.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.6K+ 4.27% |
$374K - $408K
|
258K
$9.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.3K+ 5.81% |
$365K - $398K
|
188K
$7.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
10.2K+ 2.43% |
$363K - $396K
|
432K
$16.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2K+ 7.3% |
$361K - $393K
|
150K
$5.61M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10K+ 3.38% |
$355K - $388K
|
307K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.92KNew |
$351K - $383K
|
9.92K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
9.73KNew |
$345K - $376K
|
9.73K
$365K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9.7K+ 2.13% |
$344K - $375K
|
466K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.65KNew |
$342K - $373K
|
9.65K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
8.95K+ 2.31% |
$317K - $346K
|
396K
$14.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
8.83K+ 16.32% |
$313K - $341K
|
62.9K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.55KNew |
$303K - $331K
|
8.55K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
8.5KNew |
$301K - $329K
|
8.5K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.21KNew |
$291K - $317K
|
8.21K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.14K+ 14.74% |
$288K - $315K
|
63.4K
$2.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.88K+ 38.89% |
$279K - $305K
|
28.2K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.87K+ 28.53% |
$279K - $304K
|
35.5K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.8K+ 29.51% |
$276K - $302K
|
34.2K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.72K+ 9.37% |
$273K - $298K
|
90K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.6K+ 61.17% |
$269K - $294K
|
20K
$751K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.43KNew |
$263K - $287K
|
7.43K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.39K+ 1.26% |
$262K - $286K
|
594K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26KNew |
$257K - $281K
|
7.26K
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
7.11KNew |
$252K - $275K
|
7.11K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.02KNew |
$249K - $271K
|
7.02K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 70.03% |
$240K - $262K
|
16.4K
$616K
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.75KNew |
$239K - $261K
|
6.75K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.49K+ 46.07% |
$230K - $251K
|
20.6K
$772K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.37KNew |
$226K - $246K
|
6.37K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.29K+ 15.64% |
$223K - $243K
|
46.5K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.18K+ 6.81% |
$219K - $239K
|
96.8K
$3.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.04K+ 57.23% |
$214K - $233K
|
16.6K
$622K
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.98K+ 1.73% |
$212K - $231K
|
352K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
5.92K+ 7.07% |
$210K - $229K
|
89.7K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.86K+ 9.62% |
$208K - $226K
|
66.8K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.7KNew |
$202K - $220K
|
5.7K
$214K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.62K+ 7.36% |
$199K - $217K
|
82K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.62K+ 6.05% |
$199K - $217K
|
98.6K
$3.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.6K+ 4243.94% |
$198K - $217K
|
5.73K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.54KNew |
$196K - $214K
|
5.54K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.52K+ 14.2% |
$196K - $213K
|
44.4K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.51KNew |
$195K - $213K
|
5.51K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 51.38% |
$188K - $206K
|
15.7K
$588K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
5.27KNew |
$187K - $204K
|
5.27K
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.9K+ 38.53% |
$174K - $190K
|
17.6K
$661K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.9K+ 0.85% |
$174K - $189K
|
580K
$21.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.87K+ 22.91% |
$172K - $188K
|
26.1K
$980K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.77K+ 66.11% |
$169K - $184K
|
12K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 41.32% |
$165K - $180K
|
16K
$599K
|
|