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 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-13.3K- 9.48% |
$394K - $471K
|
127K
$4.81M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.6K- 4.2% |
$372K - $445K
|
288K
$10.9M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.4K- 8.41% |
$366K - $438K
|
135K
$5.11M
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-12.2K- 21.74% |
$359K - $430K
|
43.8K
$1.66M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-11.5K- 11.62% |
$340K - $407K
|
87.6K
$3.32M
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10.8K- 64.62% |
$319K - $381K
|
5.91K
$224K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8K- 1.65% |
$318K - $381K
|
644K
$24.4M
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 6.02% |
$314K - $376K
|
166K
$6.29M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.89K- 33.13% |
$292K - $349K
|
20K
$755K
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.86K- 21.48% |
$291K - $348K
|
36K
$1.36M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.14K- 9.73% |
$270K - $323K
|
84.8K
$3.21M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-8.76K- 11.08% |
$258K - $309K
|
70.3K
$2.66M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.34K- 3.39% |
$246K - $294K
|
238K
$9M
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-8.3K- 6.37% |
$245K - $293K
|
122K
$4.62M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-8.09K- 13.0% |
$239K - $286K
|
54.1K
$2.05M
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-7.96K- 10.81% |
$235K - $281K
|
65.7K
$2.48M
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.36K- 6.32% |
$217K - $260K
|
109K
$4.13M
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-7.33K- 30.58% |
$216K - $259K
|
16.6K
$629K
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-6.93K- 3.31% |
$204K - $245K
|
202K
$7.64M
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 7.79% |
$186K - $223K
|
74.7K
$2.83M
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.41K- 23.78% |
$160K - $191K
|
17.3K
$656K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.28K- 0.42% |
$156K - $186K
|
1.27M
$47.9M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 38.6% |
$150K - $180K
|
8.1K
$307K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.74K- 13.39% |
$140K - $167K
|
30.7K
$1.16M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.62K- 11.73% |
$136K - $163K
|
34.7K
$1.31M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.57K- 21.72% |
$135K - $161K
|
16.5K
$623K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.96K- 2.14% |
$117K - $140K
|
181K
$6.86M
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.96K- 27.88% |
$117K - $140K
|
10.2K
$387K
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.66K- 6.82% |
$108K - $129K
|
50.1K
$1.89M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.34K- 14.76% |
$98.5K - $118K
|
19.3K
$729K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.33K- 11.53% |
$98.4K - $118K
|
25.6K
$967K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.11K- 18.09% |
$91.9K - $110K
|
14.1K
$533K
|
|
Aug 13, 2025
Q2 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.97K- 11.19% |
$87.8K - $105K
|
23.6K
$893K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.96K- 2.22% |
$87.4K - $105K
|
130K
$4.93M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.81K- 3.72% |
$82.8K - $99.1K
|
72.6K
$2.75M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 5.71% |
$71.2K - $85.2K
|
39.8K
$1.51M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 8.88% |
$67.4K - $80.6K
|
23.4K
$887K
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.19K- 5.6% |
$64.7K - $77.4K
|
36.9K
$1.4M
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-2.11K- 4.98% |
$62.3K - $74.6K
|
40.3K
$1.52M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.05K- 10.34% |
$60.5K - $72.4K
|
17.8K
$673K
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.89K- 41.05% |
$55.9K - $66.9K
|
2.72K
$103K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 2.98% |
$55.3K - $66.1K
|
60.9K
$2.3M
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.77K- 8.67% |
$52.3K - $62.5K
|
18.7K
$706K
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.77K- 18.9% |
$52.1K - $62.3K
|
7.58K
$287K
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-1.65K- 6.83% |
$48.6K - $58.2K
|
22.5K
$850K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.63K- 1.47% |
$48K - $57.4K
|
109K
$4.12M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.53K- 5.02% |
$45K - $53.9K
|
28.9K
$1.09M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.5K- 32.97% |
$44.3K - $53K
|
3.05K
$115K
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.4K- 3.0% |
$41.3K - $49.4K
|
45.3K
$1.72M
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-1.39K- 1.52% |
$41.2K - $49.2K
|
90.1K
$3.41M
|