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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
15.1K+ 78.65% |
$489K - $572K
|
34.2K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15K+ 24.27% |
$486K - $568K
|
76.6K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.3K+ 12.72% |
$465K - $543K
|
127K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.3KNew |
$464K - $542K
|
14.3K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.9K+ 6.93% |
$453K - $530K
|
215K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
13.5K+ 26.86% |
$440K - $514K
|
63.9K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 19.49% |
$414K - $484K
|
78.2K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
12.6K+ 20.63% |
$409K - $478K
|
73.6K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
12.4K+ 42.59% |
$402K - $470K
|
41.4K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12KNew |
$390K - $456K
|
12K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.6K+ 6.13% |
$378K - $442K
|
201K
$7.24M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
11.5K+ 2.01% |
$374K - $438K
|
585K
$21M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11.5K+ 5.82% |
$372K - $435K
|
209K
$7.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.2K+ 15.72% |
$363K - $424K
|
82.1K
$2.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6K+ 6.67% |
$344K - $402K
|
169K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2K+ 7.77% |
$333K - $389K
|
142K
$5.11M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.91K+ 6.05% |
$322K - $376K
|
174K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.46K+ 49.3% |
$307K - $359K
|
28.6K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.43K+ 9.21% |
$306K - $358K
|
112K
$4.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.06KNew |
$294K - $344K
|
9.06K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.71K+ 95.28% |
$283K - $331K
|
17.9K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.64KNew |
$281K - $328K
|
8.64K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.64KNew |
$281K - $328K
|
8.64K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$274K - $320K
|
8.43K
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.37K+ 58.15% |
$272K - $318K
|
22.8K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.26K+ 9.09% |
$268K - $314K
|
99.2K
$3.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$268K - $313K
|
8.25K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.75K+ 19.03% |
$252K - $294K
|
48.5K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.61K+ 15.25% |
$247K - $289K
|
57.5K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
7.61K+ 16.81% |
$247K - $289K
|
52.9K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.57K+ 6.02% |
$246K - $288K
|
133K
$4.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.3KNew |
$237K - $277K
|
7.3K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
7.21K+ 102.91% |
$234K - $274K
|
14.2K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.2K+ 3.71% |
$234K - $273K
|
201K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.11K+ 6.04% |
$231K - $270K
|
125K
$4.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.04K+ 58.74% |
$229K - $267K
|
19K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
7.03K+ 5.26% |
$228K - $267K
|
141K
$5.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.98K+ 112.29% |
$227K - $265K
|
13.2K
$474K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.83K+ 24.88% |
$222K - $259K
|
34.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.7K+ 167.5% |
$218K - $255K
|
10.7K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.59K+ 8.27% |
$214K - $250K
|
86.2K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.47KNew |
$210K - $246K
|
6.47K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.47K+ 92.36% |
$210K - $246K
|
13.5K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
6.36K+ 4.84% |
$207K - $242K
|
138K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.33K+ 29.91% |
$206K - $241K
|
27.5K
$989K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.3K+ 32.83% |
$205K - $239K
|
25.5K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.19K+ 19.05% |
$201K - $235K
|
38.7K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
6.19K+ 9.02% |
$201K - $235K
|
74.8K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.08KNew |
$198K - $231K
|
6.08K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6K+ 14.61% |
$195K - $228K
|
47K
$1.69M
|