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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36.2K+ 19.89% |
$1.07M - $1.28M
|
218K
$8.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$384 - $459
|
13
$487
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-16.7K- 89.43% |
$493K - $589K
|
1.97K
$73.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.2KNew |
$35.4K - $42.4K
|
1.2K
$45K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30.8K+ 12.55% |
$909K - $1.09M
|
276K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-292- 97.99% |
$8.62K - $10.3K
|
6
$225
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
226New |
$6.67K - $7.98K
|
226
$8.47K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 3.5% |
$701K - $838K
|
702K
$26.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6KNew |
$177K - $212K
|
6K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
123K+ 20.46% |
$3.62M - $4.33M
|
721K
$27M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.5K+ 67.86% |
$73.8K - $88.3K
|
6.18K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
962New |
$28.4K - $34K
|
962
$36.1K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$29.5 - $35.3
|
1
$37.5
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17.2K+ 5.61% |
$507K - $607K
|
324K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
8.18KNew |
$241K - $289K
|
8.18K
$307K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.53K- 5.02% |
$45K - $53.9K
|
28.9K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 10.98% |
$26.7K - $32K
|
7.34K
$275K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.31KNew |
$245K - $293K
|
8.31K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
908+ 1.86% |
$26.8K - $32.1K
|
49.9K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.77K- 18.9% |
$52.1K - $62.3K
|
7.58K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.8K+ 48.95% |
$497K - $595K
|
51.3K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.5K+ 82.68% |
$370K - $442K
|
27.7K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
34.4K+ 32.78% |
$1.02M - $1.21M
|
139K
$5.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.7K- 14.65% |
$1.23M - $1.47M
|
243K
$9.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
74New |
$2.18K - $2.61K
|
74
$2.77K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 38.6% |
$150K - $180K
|
8.1K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-12.2K- 21.74% |
$359K - $430K
|
43.8K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.58K+ 15.95% |
$76.2K - $91.1K
|
18.8K
$703K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 7.79% |
$186K - $223K
|
74.7K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
24+ 0.33% |
$708 - $847
|
7.27K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
420New |
$12.4K - $14.8K
|
420
$15.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
92New |
$2.72K - $3.25K
|
92
$3.45K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.5K- 32.97% |
$44.3K - $53K
|
3.05K
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.14K+ 5.02% |
$122K - $146K
|
86.7K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
90+ 37.97% |
$2.66K - $3.18K
|
327
$12.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
88.4KNew |
$2.61M - $3.12M
|
88.4K
$3.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.7KNew |
$905K - $1.08M
|
30.7K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-760- 12.14% |
$22.4K - $26.8K
|
5.5K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-230- 39.18% |
$6.79K - $8.12K
|
357
$13.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-933- 54.21% |
$27.5K - $32.9K
|
788
$29.5K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.8KNew |
$1.19M - $1.4M
|
36.8K
$1.38M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
292New |
$9.49K - $11.1K
|
292
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 17.46% |
$36.6K - $42.8K
|
7.57K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-8.64K- 11.47% |
$281K - $328K
|
66.7K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16KNew |
$519K - $607K
|
16K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.7K+ 167.5% |
$218K - $255K
|
10.7K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.3KNew |
$464K - $542K
|
14.3K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.91K+ 15.69% |
$159K - $186K
|
36.2K
$1.36M
|
|