Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
205K+ 4.91% |
$7.47M - $7.82M
|
4.38M
$164M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
142KNew |
$5.16M - $5.41M
|
142K
$5.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
80.5K+ 20.32% |
$2.94M - $3.07M
|
477K
$17.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
69K+ 71.29% |
$2.52M - $2.64M
|
166K
$6.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
60.3K+ 228.38% |
$2.2M - $2.3M
|
86.7K
$3.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
39.3K+ 190.99% |
$1.43M - $1.5M
|
59.9K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
37.2K+ 26.09% |
$1.36M - $1.42M
|
180K
$6.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
26.1K+ 193.27% |
$952K - $997K
|
39.6K
$1.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
25.8K+ 19.68% |
$941K - $986K
|
157K
$5.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
25.5K+ 10.71% |
$930K - $973K
|
264K
$9.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
22.3K+ 40.53% |
$812K - $851K
|
77.2K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
19.6K+ 21.27% |
$714K - $748K
|
112K
$4.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.6K+ 4.94% |
$680K - $712K
|
396K
$14.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 2.72% |
$576K - $603K
|
596K
$22.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14.8K+ 286.51% |
$540K - $565K
|
20K
$749K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
12.9K+ 32.97% |
$469K - $492K
|
51.9K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 5.25% |
$469K - $491K
|
258K
$9.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.5K+ 15.42% |
$456K - $477K
|
93.6K
$3.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
11.1K+ 3.1% |
$406K - $425K
|
370K
$13.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.88K+ 42.64% |
$360K - $377K
|
33K
$1.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.66KNew |
$352K - $369K
|
9.66K
$362K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.45K+ 12.58% |
$344K - $361K
|
84.5K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
9.31K+ 12.93% |
$339K - $355K
|
81.2K
$3.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.22K+ 3.87% |
$336K - $352K
|
247K
$9.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.91K+ 3.12% |
$325K - $340K
|
295K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 3.27% |
$315K - $330K
|
273K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.42K+ 2.86% |
$307K - $322K
|
303K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
7.58KNew |
$276K - $289K
|
7.58K
$284K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.68K+ 23.69% |
$243K - $255K
|
34.9K
$1.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.23K+ 67.53% |
$227K - $238K
|
15.5K
$580K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.05KNew |
$221K - $231K
|
6.05K
$227K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.76KNew |
$210K - $220K
|
5.76K
$216K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.16K+ 9.95% |
$188K - $197K
|
57K
$2.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.04K+ 5.74% |
$184K - $192K
|
92.8K
$3.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.8K+ 1.56% |
$175K - $183K
|
313K
$11.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.73K+ 39.96% |
$172K - $180K
|
16.6K
$620K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.69K+ 18.16% |
$135K - $141K
|
24K
$900K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.68K+ 6.27% |
$134K - $141K
|
62.5K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.49K+ 1.66% |
$127K - $133K
|
213K
$8M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.25K+ 15.79% |
$118K - $124K
|
23.8K
$893K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.89KNew |
$106K - $111K
|
2.89K
$108K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.71K+ 2.93% |
$98.9K - $104K
|
95.2K
$3.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 2.21% |
$96.4K - $101K
|
122K
$4.59M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.55K+ 7.41% |
$93K - $97.4K
|
37K
$1.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 5.58% |
$83.6K - $87.5K
|
43.4K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.22K+ 6.69% |
$80.8K - $84.6K
|
35.3K
$1.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.18K+ 8.34% |
$79.4K - $83.2K
|
28.3K
$1.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.08K+ 23.73% |
$75.7K - $79.3K
|
10.8K
$406K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99K+ 0.9% |
$72.6K - $76K
|
223K
$8.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.77K+ 21.79% |
$64.4K - $67.4K
|
9.87K
$370K
|
|