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
Feb 12, 2025 Q4 2024
Hoey Investments, Inc

Coatesville, PA
BUY
 -
1K
New
$35.5K - $40.3K
1K $37.5K
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
875
New
$31K - $35.3K
875 $32.8K
Feb 10, 2025 Q4 2024
Mascoma Wealth Management LLC

BUY
 -
859
New
$30.5K - $34.6K
859 $32.2K
Jan 22, 2025 Q4 2024
Fsc Wealth Advisors, LLC

BUY
 -
800
New
$28.4K - $32.3K
800 $30K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
748
+ 36.72%
$26.5K - $30.2K
2.79K $104K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
560
New
$19.9K - $22.6K
560 $21K
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
516
+ 19.45%
$18.3K - $20.8K
3.17K $119K
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
306
+ 157.73%
$10.8K - $12.3K
500 $18.7K
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
249
New
$8.83K - $10K
249 $9.34K
Oct 27, 2025 Q4 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
200
+ 1.47%
$7.09K - $8.07K
13.8K $519K
Jan 23, 2025 Q4 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
78
+ 0.55%
$2.77K - $3.15K
14.2K $533K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
46
New
$1.63K - $1.86K
46 $1.72K
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
3
New
$106 - $121
3 $112
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
964K
+ 29.51%
$31.5M - $35.4M
4.23M $159M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
669K
+ 18.77%
$21.8M - $24.6M
4.23M $159M
Nov 14, 2024 Q3 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
39.7K
New
$1.3M - $1.46M
39.7K $1.49M
Oct 16, 2024 Q3 2024
Sweet Financial Partners, LLC

BUY
 -
34.2K
New
$1.12M - $1.26M
34.2K $1.28M
Oct 09, 2024 Q3 2024
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
30.3K
New
$989K - $1.11M
30.3K $1.14M
Oct 24, 2024 Q3 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
24.1K
New
$785K - $882K
24.1K $902K
Nov 15, 2024 Q3 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
15K
New
$490K - $550K
15K $562K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
14.3K
New
$466K - $524K
14.3K $535K
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
13.5K
+ 24.03%
$440K - $494K
69.6K $2.61M
Nov 14, 2024 Q3 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
12.7K
New
$415K - $466K
12.7K $477K
Nov 08, 2024 Q3 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
8.73K
New
$285K - $320K
8.73K $327K
Oct 31, 2024 Q3 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
7.72K
New
$252K - $283K
7.72K $289K
Oct 30, 2024 Q3 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
7.17K
New
$234K - $263K
7.17K $269K
Nov 12, 2024 Q3 2024
Covenant Asset Management, LLC

BUY
 -
5.9K
New
$193K - $216K
5.9K $221K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
5.85K
New
$191K - $215K
5.85K $219K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
5.55K
+ 8.76%
$181K - $204K
69K $2.59M
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
5.55K
+ 39.69%
$181K - $204K
19.5K $732K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
5.51K
New
$180K - $202K
5.51K $207K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
1.9K
New
$62K - $69.7K
1.9K $71.2K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
872
+ 10.82%
$28.5K - $32K
8.93K $335K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
666
New
$21.7K - $24.4K
666 $25K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
400
New
$13.1K - $14.7K
400 $15K
Nov 14, 2024 Q3 2024
Aft, Forsyth & Sober, LLC

BUY
 -
300
+ 0.12%
$9.8K - $11K
251K $9.39M
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
200
New
$6.53K - $7.34K
200 $7.5K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
100
New
$3.27K - $3.67K
100 $3.75K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
36
New
$1.18K - $1.32K
36 $1.35K
Oct 25, 2024 Q3 2024
Aspire Private Capital, LLC

BUY
 -
1
+ 1.05%
$32.7 - $36.7
96 $3.6K
Q2 2024
Aug 08, 2024 Q2 2024
Tmd Wealth Management, LLC

BUY
 -
113K
+ 52.82%
$3.66M - $3.95M
327K $12.3M
Aug 13, 2024 Q2 2024
Pillar Wealth Advisors, LLC

BUY
 -
12.6K
New
$408K - $440K
12.6K $473K
Jul 25, 2024 Q2 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
6.04K
New
$195K - $211K
6.04K $226K
Dec 02, 2025 Q2 2024
Flagship Harbor Advisors, LLC

BUY
 -
569
+ 2.46%
$18.4K - $19.9K
23.7K $890K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
58
New
$1.88K - $2.02K
58 $2.17K
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
31
New
$1K - $1.08K
31 $1.16K
Jul 02, 2024 Q2 2024
M&R Capital Management Inc

BUY
 -
5
+ 2.33%
$162 - $175
220 $8.25K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
677K
+ 781.48%
$21.1M - $23.6M
763K $28.6M

Track Institutional and Insider Activities on SDVY

Follow FIRST TR ETF VI SMID CAP RISIN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SDVY shares.

Notify only if

Insider Trading

Get notified when an First Tr ETF Vi Smid Cap Risin insider buys or sells SDVY shares.

Notify only if

News

Receive news related to FIRST TR ETF VI SMID CAP RISIN

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SDVY