Purchases and Sales Made in Q2 2025 in First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI SMID CAP RISIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.97MNew |
$117M - $140M
|
3.97M
$143M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
278K+ 8.99% |
$8.22M - $9.83M
|
3.38M
$121M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
219KNew |
$6.46M - $7.73M
|
219K
$7.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
111K+ 40.02% |
$3.27M - $3.91M
|
387K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
88.4KNew |
$2.61M - $3.12M
|
88.4K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
80.6K+ 3.02% |
$2.38M - $2.85M
|
2.75M
$98.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
65.8K+ 264.7% |
$1.94M - $2.32M
|
90.7K
$3.26M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
55.9K+ 26.76% |
$1.65M - $1.97M
|
265K
$9.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
44.7K+ 16.0% |
$1.32M - $1.58M
|
324K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
35.4KNew |
$1.05M - $1.25M
|
35.4K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.7KNew |
$905K - $1.08M
|
30.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.6K+ 7.42% |
$815K - $975K
|
399K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25.7K+ 2.56% |
$758K - $906K
|
1.03M
$37M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
20.7K+ 15.42% |
$611K - $731K
|
155K
$5.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
20.6K+ 19.05% |
$608K - $727K
|
129K
$4.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18.7K+ 4.28% |
$552K - $661K
|
456K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.5K+ 174.07% |
$517K - $619K
|
27.6K
$992K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 1.92% |
$433K - $518K
|
779K
$28M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
12.7KNew |
$376K - $449K
|
12.7K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 5.8% |
$369K - $441K
|
228K
$8.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
12.2KNew |
$361K - $432K
|
12.2K
$440K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 23.67% |
$327K - $391K
|
57.9K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.62K+ 8.37% |
$254K - $304K
|
112K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.55KNew |
$223K - $267K
|
7.55K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.81K+ 75.14% |
$201K - $240K
|
15.9K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.53KNew |
$193K - $231K
|
6.53K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.02K+ 5.39% |
$178K - $213K
|
118K
$4.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.42K+ 7.97% |
$131K - $156K
|
59.9K
$2.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.42K+ 55.65% |
$131K - $156K
|
12.4K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.14K+ 5.02% |
$122K - $146K
|
86.7K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.86K+ 18.28% |
$114K - $136K
|
24.9K
$897K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.49K+ 4.56% |
$103K - $123K
|
80.1K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.94K+ 2.35% |
$86.8K - $104K
|
128K
$4.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.89K+ 6.98% |
$85.3K - $102K
|
44.2K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.72K+ 3.87% |
$80.3K - $96.1K
|
73.1K
$2.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.47K+ 3.86% |
$72.9K - $87.2K
|
66.4K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.26K+ 8.66% |
$66.7K - $79.7K
|
28.3K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.98K+ 2.9% |
$58.4K - $69.9K
|
70.2K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.84K+ 3.34% |
$54.2K - $64.8K
|
56.7K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.65K+ 20.6% |
$48.7K - $58.3K
|
9.67K
$347K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 15.65% |
$41.9K - $50.1K
|
10.5K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.41K+ 18.96% |
$41.6K - $49.8K
|
8.85K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 7.05% |
$39.6K - $47.4K
|
20.4K
$732K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.24K+ 3.18% |
$36.6K - $43.8K
|
40.3K
$1.45M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 0.46% |
$35.7K - $42.7K
|
263K
$9.46M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
902+ 2.7% |
$26.6K - $31.8K
|
34.4K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
628+ 4.39% |
$18.5K - $22.2K
|
14.9K
$536K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
595+ 13.98% |
$17.6K - $21K
|
4.85K
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
521+ 120.88% |
$15.4K - $18.4K
|
952
$34.2K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
420New |
$12.4K - $14.8K
|
420
$15.1K
|