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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-655- 6.27% |
$21.3K - $24.9K
|
9.79K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-607- 3.99% |
$19.7K - $23.1K
|
14.6K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-571- 4.41% |
$18.6K - $21.7K
|
12.4K
$445K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-531- 6.43% |
$17.3K - $20.2K
|
7.73K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-512- 5.46% |
$16.6K - $19.5K
|
8.87K
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-505- 8.7% |
$16.4K - $19.2K
|
5.3K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-474- 1.54% |
$15.4K - $18K
|
30.4K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-474- 2.46% |
$15.4K - $18K
|
18.8K
$675K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-467- 0.85% |
$15.2K - $17.7K
|
54.6K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-416- 8.27% |
$13.5K - $15.8K
|
4.61K
$166K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-395- 0.58% |
$12.8K - $15K
|
67.9K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-297- 10.5% |
$9.65K - $11.3K
|
2.53K
$91K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-286- 0.21% |
$9.29K - $10.9K
|
138K
$4.96M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-267- 47.26% |
$8.67K - $10.1K
|
298
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-234- 0.41% |
$7.6K - $8.89K
|
57.1K
$2.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-211- 64.92% |
$6.86K - $8.02K
|
114
$4.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208- 14.25% |
$6.76K - $7.9K
|
1.25K
$45K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-169- 0.43% |
$5.49K - $6.42K
|
39.1K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-144- 0.19% |
$4.68K - $5.47K
|
75.5K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-132- 1.63% |
$4.29K - $5.01K
|
7.95K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-85- 1.11% |
$2.76K - $3.23K
|
7.56K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-77- 0.7% |
$2.5K - $2.93K
|
11K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-63- 1.48% |
$2.05K - $2.39K
|
4.19K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-59- 4.69% |
$1.92K - $2.24K
|
1.2K
$43.1K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 14.16% |
$1.59K - $1.86K
|
297
$10.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-20- 4.63% |
$650 - $760
|
412
$14.8K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-3- 0.03% |
$97.5 - $114
|
10.6K
$380K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 67.12% |
$3.65M - $4.15M
|
50.4K
$1.81M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.9K- 2.3% |
$2.02M - $2.29M
|
2.41M
$86.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.4K- 5.91% |
$406K - $462K
|
182K
$6.55M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-6.87KClosed |
$243K - $277K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4K- 28.63% |
$142K - $161K
|
9.97K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 21.44% |
$127K - $145K
|
13.1K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 99.05% |
$107K - $121K
|
29
$1.04K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.96K- 44.75% |
$69.5K - $79.1K
|
2.42K
$87K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.84K- 4.06% |
$65.1K - $74.1K
|
43.4K
$1.56M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.68K- 10.08% |
$59.5K - $67.7K
|
15K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.37K- 19.16% |
$48.7K - $55.4K
|
5.8K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.05K- 0.46% |
$37.3K - $42.4K
|
228K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-789- 5.62% |
$28K - $31.8K
|
13.2K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-735- 28.41% |
$26.1K - $29.6K
|
1.85K
$66.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-575- 8.84% |
$20.4K - $23.2K
|
5.93K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-451- 2.46% |
$16K - $18.2K
|
17.9K
$644K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-398- 3.02% |
$14.1K - $16.1K
|
12.8K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-295- 68.29% |
$10.5K - $11.9K
|
137
$4.93K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-254- 33.03% |
$9K - $10.2K
|
515
$18.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-236- 1.44% |
$8.37K - $9.52K
|
16.2K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.23% |
$957 - $1.09K
|
11.8K
$425K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-862K- 88.71% |
$28.1M - $31.6M
|
110K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4K- 34.85% |
$634K - $712K
|
36.3K
$1.3M
|
|