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 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.44K+ 1.98% |
$101K - $121K
|
177K
$6.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.2K+ 34.69% |
$94.5K - $113K
|
12.4K
$470K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.12K+ 3.56% |
$92K - $110K
|
90.6K
$3.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.07K+ 2.42% |
$90.6K - $108K
|
130K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.94K+ 2.35% |
$86.8K - $104K
|
128K
$4.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.89K+ 6.98% |
$85.3K - $102K
|
44.2K
$1.67M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.84K+ 7.43% |
$83.8K - $100K
|
41K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.78K+ 7.42% |
$81.9K - $98K
|
40.2K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.78K+ 1.94% |
$81.9K - $98K
|
146K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.74K+ 13.83% |
$80.7K - $96.6K
|
22.5K
$852K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.72K+ 3.87% |
$80.3K - $96.1K
|
73.1K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2.63K+ 20.99% |
$77.8K - $93K
|
15.2K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.58K+ 15.95% |
$76.2K - $91.1K
|
18.8K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 11.26% |
$75.2K - $89.9K
|
25.2K
$952K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.53K+ 3.23% |
$74.6K - $89.2K
|
80.7K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.5K+ 67.86% |
$73.8K - $88.3K
|
6.18K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.47K+ 3.86% |
$72.9K - $87.2K
|
66.4K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.27K+ 31.88% |
$67K - $80.2K
|
9.39K
$355K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.26K+ 8.66% |
$66.7K - $79.7K
|
28.3K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.23K+ 14.9% |
$65.9K - $78.9K
|
17.2K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.07K+ 8.7% |
$61.1K - $73.1K
|
25.9K
$978K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.05K+ 16.52% |
$60.4K - $72.2K
|
14.4K
$546K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.03K+ 3.5% |
$60K - $71.7K
|
60.1K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.98K+ 2.9% |
$58.4K - $69.9K
|
70.2K
$2.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 22.11% |
$56.4K - $67.4K
|
10.5K
$399K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.84K+ 3.34% |
$54.2K - $64.8K
|
56.7K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.84K+ 6.79% |
$54.2K - $64.8K
|
28.9K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.81K+ 31.55% |
$53.3K - $63.8K
|
7.54K
$285K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.75K+ 6.92% |
$51.8K - $61.9K
|
27.1K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.75K+ 8.88% |
$51.7K - $61.9K
|
21.5K
$813K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.65K+ 20.6% |
$48.7K - $58.3K
|
9.67K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.65K+ 2.48% |
$48.7K - $58.2K
|
68.1K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.6K+ 10.49% |
$47.3K - $56.6K
|
16.9K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.57K+ 2.46% |
$46.4K - $55.5K
|
65.5K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.55K+ 1.12% |
$45.7K - $54.6K
|
140K
$5.28M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.53KNew |
$45.1K - $54K
|
1.53K
$57.8K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 3.3% |
$45.1K - $54K
|
47.8K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.52K+ 7.09% |
$44.9K - $53.7K
|
23K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.47KNew |
$43.5K - $52K
|
1.47K
$55.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.45K+ 12.53% |
$42.9K - $51.3K
|
13.1K
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 15.65% |
$41.9K - $50.1K
|
10.5K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.41K+ 18.96% |
$41.6K - $49.8K
|
8.85K
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.4K+ 15.76% |
$41.3K - $49.4K
|
10.3K
$388K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.39K+ 13.63% |
$41K - $49.1K
|
11.6K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.35KNew |
$39.8K - $47.6K
|
1.35K
$51K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 7.05% |
$39.6K - $47.4K
|
20.4K
$771K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.34K+ 0.57% |
$39.6K - $47.3K
|
234K
$8.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.25K+ 3.66% |
$37K - $44.2K
|
35.4K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.24K+ 3.18% |
$36.6K - $43.8K
|
40.3K
$1.52M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 0.46% |
$35.7K - $42.7K
|
263K
$9.95M
|