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 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
|
|
|
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
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.97K+ 5.4% |
$194K - $227K
|
116K
$4.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.95K+ 7.3% |
$193K - $226K
|
87.5K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.71K+ 11.78% |
$186K - $217K
|
54.2K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.7K+ 6.85% |
$185K - $217K
|
89K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.66K+ 24.37% |
$184K - $215K
|
28.9K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5.56K+ 10.6% |
$181K - $211K
|
58K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.36K+ 17.23% |
$174K - $204K
|
36.5K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
5.1K+ 59.81% |
$166K - $194K
|
13.6K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.03K+ 12.82% |
$163K - $191K
|
44.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.91K+ 15.69% |
$159K - $186K
|
36.2K
$1.3M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.66K+ 38.01% |
$151K - $177K
|
16.9K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.53K+ 12.03% |
$147K - $172K
|
42.2K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.52K+ 12.08% |
$147K - $172K
|
41.9K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
4.4K+ 23.62% |
$143K - $167K
|
23K
$827K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.37K+ 357.53% |
$142K - $166K
|
5.59K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.34K+ 8.04% |
$141K - $165K
|
58.3K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4.17K+ 162.61% |
$136K - $158K
|
6.74K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
4.15K+ 5.1% |
$135K - $158K
|
85.7K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.05K+ 4.51% |
$131K - $154K
|
93.7K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.66K+ 53.71% |
$119K - $139K
|
10.5K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.66K+ 16.87% |
$119K - $139K
|
25.3K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.32K+ 10.34% |
$108K - $126K
|
35.4K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.27K+ 18.36% |
$106K - $124K
|
21K
$757K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25K+ 8.66% |
$106K - $124K
|
40.8K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.92K+ 2.83% |
$94.9K - $111K
|
106K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.91K+ 14.51% |
$94.7K - $111K
|
23K
$827K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.87K+ 19.7% |
$93.3K - $109K
|
17.5K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 6.58% |
$92.8K - $108K
|
46.3K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 5.13% |
$87.1K - $102K
|
54.9K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.67K+ 19.75% |
$86.7K - $101K
|
16.2K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.62K+ 12.39% |
$85.2K - $99.6K
|
23.8K
$855K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 6.57% |
$84.6K - $98.9K
|
42.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.57K+ 20.17% |
$83.3K - $97.4K
|
15.3K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.55K+ 2.54% |
$82.8K - $96.8K
|
103K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.48K+ 12.54% |
$80.6K - $94.3K
|
22.3K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 14.86% |
$77.2K - $90.3K
|
18.4K
$661K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.27K+ 8.44% |
$73.7K - $86.1K
|
29.1K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.24K+ 6.36% |
$72.7K - $85K
|
37.4K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.14KNew |
$69.5K - $81.3K
|
2.14K
$76.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.06K+ 28.82% |
$67.1K - $78.4K
|
9.23K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.98K+ 4.91% |
$64.4K - $75.3K
|
42.4K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 4.21% |
$64.2K - $75.1K
|
48.9K
$1.76M
|