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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
333+ 1.16% |
$9.83K - $11.8K
|
29K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
203+ 0.66% |
$5.99K - $7.17K
|
30.8K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
92New |
$2.72K - $3.25K
|
92
$3.31K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
90+ 37.97% |
$2.66K - $3.18K
|
327
$11.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.49% |
$1.48K - $1.77K
|
10.4K
$372K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.35% |
$708 - $847
|
6.98K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
24+ 0.33% |
$708 - $847
|
7.27K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
24+ 0.29% |
$708 - $847
|
8.36K
$301K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.31% |
$679 - $812
|
7.56K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.04% |
$88.6 - $106
|
7.21K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.0% |
$59 - $70.6
|
207K
$7.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.24% |
$29.5 - $35.3
|
426
$15.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-157- 0.88% |
$4.63K - $5.54K
|
17.7K
$637K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-159- 1.37% |
$4.69K - $5.61K
|
11.5K
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-230- 39.18% |
$6.79K - $8.12K
|
357
$12.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-567- 2.78% |
$16.7K - $20K
|
19.9K
$714K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-760- 12.14% |
$22.4K - $26.8K
|
5.5K
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-933- 54.21% |
$27.5K - $32.9K
|
788
$28.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.07K- 8.44% |
$31.6K - $37.9K
|
11.6K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.27K- 0.99% |
$37.6K - $44.9K
|
128K
$4.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.36K- 5.19% |
$40K - $47.8K
|
24.8K
$890K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.5K- 32.97% |
$44.3K - $53K
|
3.05K
$110K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.11K- 18.09% |
$91.9K - $110K
|
14.1K
$507K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-7.33K- 30.58% |
$216K - $259K
|
16.6K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-8.3K- 6.37% |
$245K - $293K
|
122K
$4.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-8.76K- 11.08% |
$258K - $309K
|
70.3K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10.8K- 64.62% |
$319K - $381K
|
5.91K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-18.1K- 19.55% |
$534K - $639K
|
74.4K
$2.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-65.7K- 10.25% |
$1.94M - $2.32M
|
575K
$20.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-118K- 80.64% |
$3.47M - $4.16M
|
28.3K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-120K- 89.58% |
$3.56M - $4.25M
|
14K
$504K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-425K- 15.2% |
$12.6M - $15M
|
2.37M
$85.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-494K- 98.21% |
$14.6M - $17.4M
|
9.02K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.73MClosed |
$110M - $132M
|
0
$0
|