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 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16K- 8.05% |
$520K - $608K
|
183K
$6.57M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-14.3K- 51.5% |
$465K - $544K
|
13.5K
$485K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-14K- 12.72% |
$455K - $533K
|
96.2K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-13.5K- 56.25% |
$439K - $513K
|
10.5K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.3K- 17.34% |
$368K - $430K
|
54K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.5K- 8.12% |
$340K - $397K
|
118K
$4.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10K- 5.98% |
$326K - $382K
|
158K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.99K- 43.18% |
$325K - $380K
|
13.2K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.94K- 2.6% |
$323K - $378K
|
373K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-9.62K- 27.23% |
$313K - $366K
|
25.7K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-8.64K- 11.47% |
$281K - $328K
|
66.7K
$2.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.64K- 36.3% |
$281K - $328K
|
15.2K
$545K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.64K- 36.94% |
$281K - $328K
|
14.7K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.88K- 3.74% |
$223K - $261K
|
177K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.68K- 31.25% |
$217K - $254K
|
14.7K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-6.46K- 1.55% |
$210K - $245K
|
411K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.32K- 24.16% |
$205K - $240K
|
19.8K
$713K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.26K- 5.7% |
$171K - $200K
|
86.9K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.3K- 4.44% |
$140K - $163K
|
92.5K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4.28K- 1.42% |
$139K - $162K
|
297K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.22K- 15.71% |
$137K - $160K
|
22.6K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.16K- 97.01% |
$135K - $158K
|
128
$4.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-4.12K- 6.86% |
$134K - $157K
|
56K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.09K- 5.8% |
$133K - $155K
|
66.5K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.04K- 9.24% |
$131K - $153K
|
39.7K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.94K- 99.97% |
$128K - $150K
|
1
$36
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 12.22% |
$122K - $143K
|
27K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-3.7K- 1.68% |
$120K - $141K
|
217K
$7.78M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.68K- 7.58% |
$120K - $140K
|
44.9K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.4K- 8.11% |
$111K - $129K
|
38.5K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.13K- 1.47% |
$102K - $119K
|
209K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.99K- 4.48% |
$97.2K - $114K
|
63.8K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.53K- 26.09% |
$82.3K - $96.3K
|
7.18K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.13K- 18.59% |
$69.3K - $81K
|
9.34K
$336K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 7.1% |
$67.2K - $78.6K
|
27K
$972K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.05K- 1.97% |
$66.7K - $78K
|
102K
$3.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.64K- 6.77% |
$53.2K - $62.2K
|
22.5K
$810K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.64K- 1.13% |
$53.1K - $62.1K
|
143K
$5.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.63K- 16.6% |
$52.8K - $61.8K
|
8.17K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.59K- 11.81% |
$51.5K - $60.3K
|
11.8K
$426K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.43K- 13.95% |
$46.3K - $54.2K
|
8.8K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 2.91% |
$45.5K - $53.2K
|
46.7K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 6.64% |
$43K - $50.3K
|
18.6K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 97.57% |
$37.8K - $44.2K
|
29
$1.04K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1K- 4.21% |
$32.6K - $38.1K
|
22.8K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 10.84% |
$32.5K - $38K
|
8.22K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-974- 2.41% |
$31.6K - $37K
|
39.4K
$1.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-900- 0.48% |
$29.2K - $34.2K
|
188K
$6.77M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-815- 3.48% |
$26.5K - $31K
|
22.6K
$813K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-677- 0.79% |
$22K - $25.7K
|
85K
$3.06M
|