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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.26M- 9.55% |
$37.3M - $44.6M
|
12M
$454M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-527K- 35.6% |
$15.6M - $18.6M
|
954K
$36.2M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-494K- 98.21% |
$14.6M - $17.4M
|
9.02K
$342K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-478K- 3.82% |
$14.1M - $16.9M
|
12M
$456M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-468K- 71.34% |
$13.8M - $16.5M
|
188K
$7.14M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-454K- 5.8% |
$13.4M - $16M
|
7.37M
$280M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-425K- 15.2% |
$12.6M - $15M
|
2.37M
$90M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-393K- 24.75% |
$11.6M - $13.9M
|
1.19M
$45.3M
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-375K- 88.58% |
$11.1M - $13.2M
|
48.3K
$1.83M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-348K- 5.15% |
$10.3M - $12.3M
|
6.4M
$243M
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-198K- 91.39% |
$5.85M - $6.99M
|
18.7K
$708K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-193K- 12.88% |
$5.7M - $6.82M
|
1.31M
$49.6M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-180K- 47.65% |
$5.31M - $6.35M
|
198K
$7.5M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-162K- 29.15% |
$4.8M - $5.74M
|
395K
$15M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 5.06% |
$4.68M - $5.6M
|
2.97M
$113M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-123K- 28.57% |
$3.63M - $4.34M
|
307K
$11.7M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-120K- 89.58% |
$3.56M - $4.25M
|
14K
$532K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-118K- 80.64% |
$3.47M - $4.16M
|
28.3K
$1.07M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-107K- 1.82% |
$3.17M - $3.79M
|
5.79M
$220M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-107K- 15.47% |
$3.17M - $3.79M
|
586K
$22.2M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 24.8% |
$3.01M - $3.6M
|
309K
$11.7M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-97.8K- 16.3% |
$2.89M - $3.45M
|
502K
$19.1M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-65.7K- 10.25% |
$1.94M - $2.32M
|
575K
$21.8M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-65K- 41.16% |
$1.92M - $2.3M
|
93K
$3.53M
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-64.3K- 33.63% |
$1.9M - $2.27M
|
127K
$4.82M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.4K- 2.57% |
$1.87M - $2.24M
|
2.41M
$91.3M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-59K- 40.42% |
$1.74M - $2.08M
|
87K
$3.3M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-46.6K- 7.22% |
$1.38M - $1.65M
|
599K
$22.7M
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-44.1K- 47.63% |
$1.3M - $1.56M
|
48.5K
$1.84M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.7K- 14.65% |
$1.23M - $1.47M
|
243K
$9.22M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.1K- 1.33% |
$1.15M - $1.38M
|
2.89M
$110M
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-37.2K- 17.26% |
$1.1M - $1.31M
|
178K
$6.76M
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34.9K- 64.75% |
$1.03M - $1.23M
|
19K
$722K
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-30.6K- 29.8% |
$902K - $1.08M
|
72K
$2.73M
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-30.5K- 67.53% |
$900K - $1.08M
|
14.7K
$556K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.5K- 11.77% |
$840K - $1.01M
|
213K
$8.1M
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-25.9K- 26.92% |
$764K - $914K
|
70.3K
$2.67M
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-25.7K- 8.65% |
$759K - $908K
|
272K
$10.3M
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-24.1K- 31.88% |
$710K - $849K
|
51.4K
$1.95M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.9K- 53.28% |
$706K - $844K
|
21K
$796K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.2K- 3.3% |
$656K - $785K
|
651K
$24.7M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-18.1K- 19.55% |
$534K - $639K
|
74.4K
$2.82M
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-18K- 14.99% |
$531K - $635K
|
102K
$3.87M
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-17.8K- 20.77% |
$525K - $628K
|
67.9K
$2.58M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.1K- 36.41% |
$505K - $605K
|
29.9K
$1.14M
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-16.7K- 89.43% |
$493K - $589K
|
1.97K
$74.8K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.9K- 0.46% |
$470K - $562K
|
3.46M
$131M
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 8.38% |
$466K - $557K
|
173K
$6.55M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 0.68% |
$455K - $545K
|
2.24M
$84.9M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-13.4K- 13.05% |
$396K - $474K
|
89.4K
$3.39M
|