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 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
104+ 0.08% |
$3.07K - $3.67K
|
132K
$5M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
92New |
$2.72K - $3.25K
|
92
$3.48K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
90+ 37.97% |
$2.66K - $3.18K
|
327
$12.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
87+ 0.13% |
$2.57K - $3.07K
|
68K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
76+ 0.76% |
$2.24K - $2.68K
|
10.1K
$383K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
74New |
$2.18K - $2.61K
|
74
$2.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.49% |
$1.48K - $1.77K
|
10.4K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.13% |
$945 - $1.13K
|
24K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
26+ 0.34% |
$768 - $918
|
7.76K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
24+ 0.33% |
$708 - $847
|
7.27K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
24+ 0.29% |
$708 - $847
|
8.36K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.35% |
$708 - $847
|
6.98K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.31% |
$679 - $812
|
7.56K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
18+ 0.22% |
$531 - $636
|
8.37K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$384 - $459
|
13
$492
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$384 - $459
|
13
$492
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.35% |
$88.6 - $106
|
860
$32.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.04% |
$88.6 - $106
|
7.21K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$59 - $70.6
|
11.9K
$451K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.0% |
$59 - $70.6
|
207K
$7.84M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$29.5 - $35.3
|
1
$37.8
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.24% |
$29.5 - $35.3
|
426
$16.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
49.6KNew |
$1.61M - $1.89M
|
49.6K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
46.9K+ 339.14% |
$1.52M - $1.78M
|
60.8K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
39.3K+ 27.78% |
$1.28M - $1.49M
|
181K
$6.84M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
37.2K+ 299.01% |
$1.21M - $1.41M
|
49.6K
$1.88M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.8KNew |
$1.19M - $1.4M
|
36.8K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
18.6K+ 38.77% |
$605K - $708K
|
66.7K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
18.2K+ 26.72% |
$590K - $690K
|
86.2K
$3.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
17.2KNew |
$560K - $655K
|
17.2K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.3KNew |
$529K - $619K
|
16.3K
$616K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16KNew |
$519K - $607K
|
16K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16KNew |
$519K - $607K
|
16K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.3KNew |
$464K - $542K
|
14.3K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12KNew |
$390K - $456K
|
12K
$454K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
11.5K+ 2.01% |
$374K - $438K
|
585K
$22.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11.5K+ 5.82% |
$372K - $435K
|
209K
$7.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2K+ 7.77% |
$333K - $389K
|
142K
$5.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.43K+ 9.21% |
$306K - $358K
|
112K
$4.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.25KNew |
$268K - $313K
|
8.25K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.3KNew |
$237K - $277K
|
7.3K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.11K+ 6.04% |
$231K - $270K
|
125K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.83K+ 24.88% |
$222K - $259K
|
34.3K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.7K+ 167.5% |
$218K - $255K
|
10.7K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.33K+ 29.91% |
$206K - $241K
|
27.5K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.08KNew |
$198K - $231K
|
6.08K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.91K+ 15.69% |
$159K - $186K
|
36.2K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.53K+ 12.03% |
$147K - $172K
|
42.2K
$1.6M
|
|