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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.93K+ 5.8% |
$62.8K - $73.5K
|
35.3K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.92K+ 5.3% |
$62.4K - $73K
|
38.2K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 2.31% |
$59.4K - $69.4K
|
81K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.75K+ 2.38% |
$56.9K - $66.6K
|
75.2K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.61K+ 3.1% |
$52.4K - $61.3K
|
53.7K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.58K+ 18.88% |
$51.4K - $60.1K
|
9.97K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.31K+ 15.61% |
$42.7K - $49.9K
|
9.72K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.29K+ 83.35% |
$42K - $49.1K
|
2.84K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.22K+ 440.79% |
$39.7K - $46.4K
|
1.5K
$53.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.21K+ 0.64% |
$39.3K - $46K
|
191K
$6.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.17K+ 16.49% |
$37.9K - $44.3K
|
8.25K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.14K+ 14.67% |
$36.9K - $43.1K
|
8.87K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 17.46% |
$36.6K - $42.8K
|
7.57K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.05K+ 5.12% |
$34K - $39.7K
|
21.5K
$772K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.03K+ 5.32% |
$33.5K - $39.2K
|
20.4K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
939+ 16.56% |
$30.5K - $35.7K
|
6.61K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
903+ 1.25% |
$29.3K - $34.3K
|
73.4K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
872+ 4.62% |
$28.3K - $33.1K
|
19.7K
$709K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
829+ 4.3% |
$26.9K - $31.5K
|
20.1K
$723K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
813+ 0.99% |
$26.4K - $30.9K
|
83K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
784+ 3.67% |
$25.5K - $29.8K
|
22.1K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
770+ 15.53% |
$25K - $29.3K
|
5.73K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
700+ 3.25% |
$22.7K - $26.6K
|
22.2K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
693+ 0.89% |
$22.5K - $26.3K
|
78.3K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
684+ 4.88% |
$22.2K - $26K
|
14.7K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
658+ 1.6% |
$21.4K - $25K
|
41.8K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
650New |
$21.1K - $24.7K
|
650
$23.4K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
608+ 0.82% |
$19.8K - $23.1K
|
74.9K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
601+ 4.48% |
$19.5K - $22.8K
|
14K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
528+ 5.33% |
$17.2K - $20.1K
|
10.4K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
518+ 3.58% |
$16.8K - $19.7K
|
15K
$539K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
450+ 38.79% |
$14.6K - $17.1K
|
1.61K
$57.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
425New |
$13.8K - $16.1K
|
425
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
405+ 6.41% |
$13.2K - $15.4K
|
6.72K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
383+ 3.9% |
$12.4K - $14.6K
|
10.2K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
378New |
$12.3K - $14.4K
|
378
$13.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
370New |
$12K - $14.1K
|
370
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
355+ 0.69% |
$11.5K - $13.5K
|
51.9K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
309+ 4.26% |
$10K - $11.7K
|
7.56K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
306+ 0.17% |
$9.94K - $11.6K
|
185K
$6.66M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
292New |
$9.49K - $11.1K
|
292
$10.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
279+ 0.47% |
$9.06K - $10.6K
|
59.2K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
250New |
$8.12K - $9.5K
|
250
$8.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
220New |
$7.15K - $8.36K
|
220
$7.91K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
215New |
$6.99K - $8.17K
|
215
$7.73K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
204+ 1.79% |
$6.63K - $7.75K
|
11.6K
$417K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
181+ 1292.86% |
$5.88K - $6.88K
|
195
$7.01K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
162+ 0.22% |
$5.26K - $6.15K
|
75.4K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
154New |
$5K - $5.85K
|
154
$5.54K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
152New |
$4.94K - $5.77K
|
152
$5.46K
|