Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-245K- 97.06% |
$7.97M - $9.32M
|
7.44K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-232K- 44.02% |
$7.53M - $8.8M
|
295K
$9.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-113K- 68.1% |
$3.67M - $4.29M
|
52.9K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-74.8KClosed |
$2.43M - $2.84M
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-60K- 2.2% |
$1.95M - $2.28M
|
2.67M
$86.7M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-56.4K- 35.47% |
$1.83M - $2.14M
|
103K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39.1K- 57.73% |
$1.27M - $1.49M
|
28.6K
$931K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-35.3K- 71.31% |
$1.15M - $1.34M
|
14.2K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-29.2K- 31.91% |
$947K - $1.11M
|
62.2K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-28.7K- 38.05% |
$933K - $1.09M
|
46.7K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-24.2K- 6.01% |
$785K - $918K
|
378K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-20K- 54.47% |
$649K - $759K
|
16.7K
$543K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-18.2K- 68.52% |
$591K - $691K
|
8.35K
$271K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16K- 8.05% |
$520K - $608K
|
183K
$5.94M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-14.3K- 51.5% |
$465K - $544K
|
13.5K
$439K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10K- 5.98% |
$326K - $382K
|
158K
$5.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.64K- 36.3% |
$281K - $328K
|
15.2K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.61K- 18.53% |
$247K - $289K
|
33.5K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.68K- 31.25% |
$217K - $254K
|
14.7K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 24.16% |
$205K - $240K
|
19.8K
$645K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.26K- 5.7% |
$171K - $200K
|
86.9K
$2.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.34K- 2.89% |
$141K - $165K
|
146K
$4.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.3K- 4.44% |
$140K - $163K
|
92.5K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4.28K- 1.42% |
$139K - $162K
|
297K
$9.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.22K- 15.71% |
$137K - $160K
|
22.6K
$735K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.16K- 97.01% |
$135K - $158K
|
128
$4.16K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-4.12K- 6.86% |
$134K - $157K
|
56K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.94K- 99.97% |
$128K - $150K
|
1
$32.5
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-3.7K- 1.68% |
$120K - $141K
|
217K
$7.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.99K- 4.48% |
$97.2K - $114K
|
63.8K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.53K- 24.0% |
$82.2K - $96.2K
|
8.02K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.13K- 18.59% |
$69.3K - $81K
|
9.34K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.64K- 6.77% |
$53.2K - $62.2K
|
22.5K
$732K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.63K- 16.6% |
$52.8K - $61.8K
|
8.17K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.57K- 18.38% |
$50.9K - $59.5K
|
6.95K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.5K- 24.79% |
$48.7K - $57K
|
4.55K
$148K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.43K- 13.95% |
$46.3K - $54.2K
|
8.8K
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 2.91% |
$45.5K - $53.2K
|
46.7K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-974- 2.41% |
$31.6K - $37K
|
39.4K
$1.28M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-900- 0.48% |
$29.2K - $34.2K
|
188K
$6.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-571- 4.41% |
$18.6K - $21.7K
|
12.4K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-505- 8.7% |
$16.4K - $19.2K
|
5.3K
$172K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-487- 67.27% |
$15.8K - $18.5K
|
237
$7.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-474- 1.54% |
$15.4K - $18K
|
30.4K
$988K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-474- 2.46% |
$15.4K - $18K
|
18.8K
$611K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-467- 0.85% |
$15.2K - $17.7K
|
54.6K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-466- 1.5% |
$15.1K - $17.7K
|
30.6K
$994K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-234- 0.41% |
$7.6K - $8.89K
|
57.1K
$1.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-211- 64.92% |
$6.86K - $8.02K
|
114
$3.71K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208- 14.25% |
$6.76K - $7.9K
|
1.25K
$40.7K
|