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
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.2KNew |
$35.4K - $42.4K
|
1.2K
$45.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.18K+ 4082.76% |
$35K - $41.8K
|
1.21K
$45.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.18K+ 1.57% |
$34.9K - $41.8K
|
76.4K
$2.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
986+ 5.3% |
$29.1K - $34.8K
|
19.6K
$742K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
962New |
$28.4K - $34K
|
962
$36.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
949New |
$28K - $33.5K
|
949
$35.9K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
908+ 1.86% |
$26.8K - $32.1K
|
49.9K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
902+ 2.7% |
$26.6K - $31.8K
|
34.4K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
870+ 8.34% |
$25.7K - $30.7K
|
11.3K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
846+ 11.5% |
$25K - $29.9K
|
8.2K
$310K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
839+ 7.09% |
$24.8K - $29.6K
|
12.7K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
833+ 1.6% |
$24.6K - $29.4K
|
52.8K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
756+ 4.11% |
$22.3K - $26.7K
|
19.1K
$724K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
747+ 1.3% |
$22.1K - $26.4K
|
58.3K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
746+ 0.73% |
$22K - $26.3K
|
103K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
721+ 1.24% |
$21.3K - $25.5K
|
59K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
689+ 1.42% |
$20.3K - $24.3K
|
49.2K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
628+ 4.39% |
$18.5K - $22.2K
|
14.9K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
621+ 4.61% |
$18.3K - $21.9K
|
14.1K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
600+ 9.08% |
$17.7K - $21.2K
|
7.21K
$273K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
595+ 13.98% |
$17.6K - $21K
|
4.85K
$183K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
575+ 3.22% |
$17K - $20.3K
|
18.4K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
522+ 4.75% |
$15.4K - $18.4K
|
11.5K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
521+ 120.88% |
$15.4K - $18.4K
|
952
$36K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
511+ 4.83% |
$15.1K - $18K
|
11.1K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
479+ 5.07% |
$14.1K - $16.9K
|
9.92K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
420New |
$12.4K - $14.8K
|
420
$15.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
393+ 0.28% |
$11.6K - $13.9K
|
138K
$5.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
391+ 1.4% |
$11.5K - $13.8K
|
28.2K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
376+ 0.9% |
$11.1K - $13.3K
|
42.3K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
335+ 0.82% |
$9.89K - $11.8K
|
41.1K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
333+ 1.16% |
$9.83K - $11.8K
|
29K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
317+ 4.9% |
$9.36K - $11.2K
|
6.79K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
291+ 2.92% |
$8.59K - $10.3K
|
10.3K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
287+ 2.02% |
$8.47K - $10.1K
|
14.5K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
285+ 0.55% |
$8.41K - $10.1K
|
52.2K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
269New |
$7.94K - $9.5K
|
269
$10.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
226New |
$6.67K - $7.98K
|
226
$8.55K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
224+ 14.95% |
$6.61K - $7.91K
|
1.72K
$65.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
211+ 0.6% |
$6.23K - $7.45K
|
35.5K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
205+ 0.56% |
$6.05K - $7.24K
|
36.7K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
203+ 0.66% |
$5.99K - $7.17K
|
30.8K
$1.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
198New |
$5.84K - $6.99K
|
198
$7.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
198+ 0.33% |
$5.84K - $6.99K
|
59.4K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
195+ 2.26% |
$5.76K - $6.89K
|
8.83K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
186+ 0.71% |
$5.49K - $6.57K
|
26.4K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
180+ 0.31% |
$5.31K - $6.36K
|
58.5K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
175+ 2.07% |
$5.17K - $6.18K
|
8.61K
$326K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
150+ 0.75% |
$4.43K - $5.3K
|
20.3K
$767K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
115+ 0.84% |
$3.39K - $4.06K
|
13.8K
$520K
|