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 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 12.22% |
$122K - $143K
|
27K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-3.7K- 1.68% |
$120K - $141K
|
217K
$8.19M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.53K- 26.09% |
$82.3K - $96.3K
|
7.18K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.64K- 6.77% |
$53.2K - $62.2K
|
22.5K
$852K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.63K- 16.6% |
$52.8K - $61.8K
|
8.17K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 10.84% |
$32.5K - $38K
|
8.22K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-512- 5.46% |
$16.6K - $19.5K
|
8.87K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-505- 8.7% |
$16.4K - $19.2K
|
5.3K
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-467- 0.85% |
$15.2K - $17.7K
|
54.6K
$2.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-211- 64.92% |
$6.86K - $8.02K
|
114
$4.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208- 14.25% |
$6.76K - $7.9K
|
1.25K
$47.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-132- 1.63% |
$4.29K - $5.01K
|
7.95K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-85- 1.11% |
$2.76K - $3.23K
|
7.56K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-59- 4.69% |
$1.92K - $2.24K
|
1.2K
$45.4K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 14.16% |
$1.59K - $1.86K
|
297
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-20- 4.63% |
$650 - $760
|
412
$15.6K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.4K- 5.91% |
$406K - $462K
|
182K
$6.89M
|
|
|
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
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 21.44% |
$127K - $145K
|
13.1K
$497K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 99.05% |
$107K - $121K
|
29
$1.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.96K- 44.75% |
$69.5K - $79.1K
|
2.42K
$91.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.84K- 4.06% |
$65.1K - $74.1K
|
43.4K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.37K- 19.16% |
$48.7K - $55.4K
|
5.8K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.05K- 0.46% |
$37.3K - $42.4K
|
228K
$8.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-789- 5.62% |
$28K - $31.8K
|
13.2K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-735- 28.41% |
$26.1K - $29.6K
|
1.85K
$70.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-575- 8.84% |
$20.4K - $23.2K
|
5.93K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-451- 2.46% |
$16K - $18.2K
|
17.9K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-398- 3.02% |
$14.1K - $16.1K
|
12.8K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-295- 68.29% |
$10.5K - $11.9K
|
137
$5.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-254- 33.03% |
$9K - $10.2K
|
515
$19.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-236- 1.44% |
$8.37K - $9.52K
|
16.2K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.23% |
$957 - $1.09K
|
11.8K
$447K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-862K- 88.71% |
$28.1M - $31.6M
|
110K
$4.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4K- 34.85% |
$634K - $712K
|
36.3K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.13K- 29.82% |
$167K - $188K
|
12.1K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.4K- 15.6% |
$111K - $125K
|
18.4K
$696K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.57K- 7.93% |
$83.8K - $94.1K
|
29.8K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.14K- 44.28% |
$37.1K - $41.6K
|
1.43K
$54K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 10.33% |
$35.8K - $40.2K
|
9.53K
$360K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 5.53% |
$33K - $37.1K
|
17.3K
$653K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-924- 95.95% |
$30.2K - $33.9K
|
39
$1.48K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-75.1K- 77.44% |
$2.43M - $2.62M
|
21.9K
$828K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65.1K- 38.36% |
$2.1M - $2.27M
|
105K
$3.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-39.6K- 65.99% |
$1.28M - $1.38M
|
20.4K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.5K- 7.58% |
$468K - $506K
|
177K
$6.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-9.94K- 89.23% |
$321K - $347K
|
1.2K
$45.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.12K- 1.42% |
$36K - $38.9K
|
77.5K
$2.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-416- 24.73% |
$13.4K - $14.5K
|
1.27K
$47.9K
|
|