Latest Institutional Transactions on First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-622- 6.65% |
$22.7K - $23.8K
|
8.74K
$327K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.36K- 20.93% |
$341K - $357K
|
35.4K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.6K+ 4.94% |
$680K - $712K
|
396K
$14.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.49K+ 1.66% |
$127K - $133K
|
213K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-13.8K- 6.34% |
$503K - $527K
|
204K
$7.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.21K+ 8.97% |
$44.1K - $46.1K
|
14.7K
$550K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.66KNew |
$352K - $369K
|
9.66K
$362K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
60.3K+ 228.38% |
$2.2M - $2.3M
|
86.7K
$3.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-198- 2.85% |
$7.22K - $7.56K
|
6.75K
$253K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
74+ 1.27% |
$2.7K - $2.83K
|
5.88K
$220K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
192+ 1.35% |
$7K - $7.33K
|
14.4K
$541K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.47% |
$72.9 - $76.4
|
429
$16.1K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.03K- 2.94% |
$256K - $268K
|
232K
$8.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-199- 3.41% |
$7.26K - $7.6K
|
5.64K
$211K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
11.1K+ 3.1% |
$406K - $425K
|
370K
$13.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 2.72% |
$576K - $603K
|
596K
$22.3M
|
|
|
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
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
39.3K+ 190.99% |
$1.43M - $1.5M
|
59.9K
$2.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
9.31K+ 12.93% |
$339K - $355K
|
81.2K
$3.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 2.21% |
$96.4K - $101K
|
122K
$4.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.22K+ 3.87% |
$336K - $352K
|
247K
$9.27M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 3.27% |
$315K - $330K
|
273K
$10.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
22.3K+ 40.53% |
$812K - $851K
|
77.2K
$2.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 5.25% |
$469K - $491K
|
258K
$9.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.04% |
$109 - $115
|
7.22K
$271K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-13.3K- 11.64% |
$486K - $509K
|
101K
$3.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.64K- 14.52% |
$133K - $139K
|
21.4K
$802K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.05KNew |
$221K - $231K
|
6.05K
$227K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
30+ 0.34% |
$1.09K - $1.15K
|
8.92K
$334K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-133- 0.9% |
$4.85K - $5.08K
|
14.6K
$547K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-6.23K- 0.18% |
$227K - $238K
|
3.41M
$128M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
80+ 0.78% |
$2.92K - $3.06K
|
10.3K
$386K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.9K+ 14.2% |
$2.58M - $2.82M
|
586K
$22M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-234- 48.35% |
$8.29K - $9.04K
|
250
$9.37K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.82K+ 5.63% |
$99.8K - $109K
|
52.9K
$1.98M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.7K- 53.56% |
$379K - $413K
|
9.27K
$348K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 7.15% |
$36.5K - $39.8K
|
13.4K
$502K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 50.26% |
$48.4K - $52.8K
|
1.35K
$50.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
576New |
$20.4K - $22.3K
|
576
$21.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
396+ 12.62% |
$14K - $15.3K
|
3.53K
$132K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 129.45% |
$71.3K - $77.8K
|
3.57K
$134K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.4K- 30.94% |
$85K - $92.8K
|
5.36K
$201K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
136+ 1.07% |
$4.82K - $5.26K
|
12.8K
$480K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.75K- 9.69% |
$61.8K - $67.5K
|
16.3K
$610K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-791- 1.36% |
$28K - $30.6K
|
57.5K
$2.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-571- 35.18% |
$20.2K - $22.1K
|
1.05K
$39.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
756+ 1.11% |
$26.8K - $29.2K
|
68.9K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.63K- 14.72% |
$306K - $334K
|
50K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.18K+ 2.0% |
$41.7K - $45.5K
|
60.2K
$2.26M
|
|