Latest Institutional Purchases of First Tr ETF Vi Smid Cap Risin (SDVY)

SDVY Quotes by TradingView

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 15, 2025 Q1 2025
Creative Planning

Overland Park, KS
BUY
 -
148
+ 2.12%
$4.81K - $5.62K
7.12K $256K
Apr 30, 2025 Q1 2025
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
95
+ 12.47%
$3.09K - $3.61K
857 $30.8K
May 01, 2025 Q1 2025
Horizon Advisory Services, Inc.

West Henrietta, NY
BUY
 -
91
+ 0.38%
$2.96K - $3.46K
24.1K $867K
May 14, 2025 Q1 2025
Centaurus Financial, Inc.

BUY
 -
82
+ 2.68%
$2.66K - $3.12K
3.14K $113K
Apr 23, 2025 Q1 2025
Sfg Wealth Management, Llc.

BUY
 -
82
+ 0.4%
$2.66K - $3.12K
20.5K $738K
Apr 29, 2025 Q1 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
79
+ 0.09%
$2.57K - $3K
91.6K $3.29M
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
76
New
$2.47K - $2.89K
76 $2.73K
May 07, 2025 Q1 2025
Nemes Rush Group LLC

Novi, MI
BUY
 -
74
New
$2.4K - $2.81K
74 $2.66K
May 14, 2025 Q1 2025
Gkv Capital Management Co., Inc.

Walnut Creek, CA
BUY
 -
56
New
$1.82K - $2.13K
56 $2.01K
Apr 22, 2025 Q1 2025
Wolff Wiese Magana LLC

BUY
 -
40
+ 1.99%
$1.3K - $1.52K
2.05K $73.6K
May 08, 2025 Q1 2025
Eastern Bank

BUY
 -
30
New
$975 - $1.14K
30 $1.08K
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
24
+ 0.4%
$780 - $912
5.99K $215K
Apr 29, 2025 Q1 2025
Investment Partners, Ltd.

BUY
 -
17
+ 0.07%
$552 - $646
24K $863K
May 12, 2025 Q1 2025
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
15
+ 0.2%
$487 - $570
7.36K $264K
May 12, 2025 Q1 2025
Virtus Family Office LLC

El Paso, TX
BUY
 -
14
+ 0.03%
$455 - $532
40.6K $1.46M
May 05, 2025 Q1 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
8
+ 0.38%
$260 - $304
2.12K $76.1K
Apr 21, 2025 Q1 2025
Barrett & Company, Inc.

Providence, RI
BUY
 -
3
+ 0.03%
$97.5 - $114
11.9K $428K
Apr 25, 2025 Q1 2025
Avidian Wealth Solutions, LLC

BUY
 -
2
+ 0.01%
$65 - $76
15.1K $541K
Apr 23, 2025 Q1 2025
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
2
+ 0.03%
$65 - $76
6.15K $221K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
1
+ 0.5%
$32.5 - $38
200 $7.19K
Apr 16, 2025 Q1 2025
Krilogy Financial LLC

BUY
 -
1
+ 0.01%
$32.5 - $38
10.9K $392K
Q4 2024
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
1.41M
New
$50.2M - $57.1M
1.41M $50.9M
Jan 23, 2025 Q4 2024
Ferguson Shapiro LLC

BUY
 -
310K
New
$11M - $12.5M
310K $11.1M
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
213K
New
$7.56M - $8.6M
213K $7.67M
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
205K
New
$7.26M - $8.26M
205K $7.36M
Feb 14, 2025 Q4 2024
Jane Street Group, LLC

New York, NY
BUY
 -
80.7K
New
$2.86M - $3.25M
80.7K $2.9M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
71.9K
+ 18.3%
$2.55M - $2.9M
465K $16.7M
Feb 13, 2025 Q4 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
71.2K
New
$2.52M - $2.87M
71.2K $2.56M
Feb 13, 2025 Q4 2024
Quadrature Capital LTD

London, X0
BUY
 -
43.5K
New
$1.54M - $1.75M
43.5K $1.56M
Feb 04, 2025 Q4 2024
Partners Wealth Management, LLC

Carmel By The Sea, CA
BUY
 -
26.2K
New
$928K - $1.06M
26.2K $941K
Jan 21, 2025 Q4 2024
Insight Inv LLC

El Segundo, CA
BUY
 -
21.5K
New
$761K - $866K
21.5K $772K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
17.9K
+ 30.91%
$636K - $724K
76K $2.73M
Jan 24, 2025 Q4 2024
Chicago Capital, LLC

BUY
 -
15.4K
New
$546K - $621K
15.4K $553K
Jun 16, 2025 Q4 2024
Claris Financial LLC

Glen Allen, VA
BUY
 -
14.9K
New
$529K - $602K
14.9K $537K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
14.4K
+ 29.98%
$510K - $580K
62.4K $2.24M
Jan 28, 2025 Q4 2024
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
12.5K
New
$443K - $504K
12.5K $449K
Feb 13, 2025 Q4 2024
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
7.73K
New
$274K - $312K
7.73K $278K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7.72K
New
$274K - $311K
7.72K $277K
Feb 13, 2025 Q4 2024
Cache Tech Inc.

Logan, UT
BUY
 -
6.31K
New
$224K - $254K
6.31K $227K
Feb 07, 2025 Q4 2024
Paragon Private Wealth Management, LLC

BUY
 -
6.01K
New
$213K - $242K
6.01K $216K
Feb 25, 2025 Q4 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.84K
+ 18.3%
$207K - $235K
37.7K $1.36M
Feb 14, 2025 Q4 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.81K
New
$206K - $234K
5.81K $209K
Feb 03, 2025 Q4 2024
Pinnacle Financial Partners Inc

BUY
 -
5.72K
New
$203K - $231K
5.72K $206K
Feb 04, 2025 Q4 2024
Prasad Wealth Partners, LLC

Independence, OH
BUY
 -
5.62K
New
$199K - $226K
5.62K $202K
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

BUY
 -
5.25K
+ 91.53%
$186K - $212K
11K $395K
Feb 04, 2025 Q4 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
5.11K
+ 1.33%
$181K - $206K
390K $14M
Feb 10, 2025 Q4 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
3.3K
+ 17.8%
$117K - $133K
21.9K $786K
Feb 14, 2025 Q4 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
3.24K
+ 40.32%
$115K - $130K
11.3K $405K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
3.23K
New
$114K - $130K
3.23K $116K

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