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 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
726+ 9.86% |
$25.7K - $29.3K
|
8.09K
$269K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
37.3K+ 68.09% |
$1.32M - $1.51M
|
92.1K
$3.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47KNew |
$1.67M - $1.89M
|
47K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
297K+ 11.72% |
$10.5M - $12M
|
2.83M
$94.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
491KNew |
$17.4M - $19.8M
|
491K
$16.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.71% |
$106 - $121
|
423
$14.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
25.2K+ 46.74% |
$892K - $1.02M
|
79K
$2.63M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-43- 0.33% |
$1.52K - $1.73K
|
12.8K
$427K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-5.76K- 9.44% |
$188K - $211K
|
55.3K
$1.84M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
872+ 10.82% |
$28.5K - $32K
|
8.93K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15KNew |
$490K - $550K
|
15K
$499K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
100KNew |
$3.27M - $3.67M
|
100K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.3M - $1.46M
|
39.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.4K- 15.6% |
$111K - $125K
|
18.4K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 0.12% |
$9.8K - $11K
|
251K
$8.34M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$415K - $466K
|
12.7K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100New |
$3.27K - $3.67K
|
100
$3.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.03KNew |
$197K - $221K
|
6.03K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$13.1K - $14.7K
|
400
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
165K+ 45.12% |
$5.38M - $6.05M
|
530K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.55K+ 8.76% |
$181K - $204K
|
69K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.9KNew |
$193K - $216K
|
5.9K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-17.8K- 70.69% |
$582K - $653K
|
7.39K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.4KNew |
$896K - $1.01M
|
27.4K
$914K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 59.86% |
$70.2K - $78.9K
|
1.44K
$48K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.51KNew |
$180K - $202K
|
5.51K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.73KNew |
$285K - $320K
|
8.73K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-12.7K- 10.54% |
$416K - $468K
|
108K
$3.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-98- 13.76% |
$3.2K - $3.6K
|
614
$20.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
666New |
$21.7K - $24.4K
|
666
$22.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
$466K - $524K
|
14.3K
$475K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
811+ 6.95% |
$26.5K - $29.8K
|
12.5K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 10.33% |
$35.8K - $40.2K
|
9.53K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.72KNew |
$252K - $283K
|
7.72K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.9KNew |
$62K - $69.7K
|
1.9K
$63.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.17KNew |
$234K - $263K
|
7.17K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.55K+ 39.69% |
$181K - $204K
|
19.5K
$651K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-924- 95.95% |
$30.2K - $33.9K
|
39
$1.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4K- 34.85% |
$634K - $712K
|
36.3K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.05% |
$32.7 - $36.7
|
96
$3.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14K+ 193.23% |
$458K - $514K
|
21.3K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24.1KNew |
$785K - $882K
|
24.1K
$801K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-862K- 88.71% |
$28.1M - $31.6M
|
110K
$3.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
200New |
$6.53K - $7.34K
|
200
$6.66K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
669K+ 18.77% |
$21.8M - $24.6M
|
4.23M
$141M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
964K+ 29.51% |
$31.5M - $35.4M
|
4.23M
$141M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13.5K+ 24.03% |
$440K - $494K
|
69.6K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.14K- 44.28% |
$37.1K - $41.6K
|
1.43K
$47.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.34K- 93.26% |
$272K - $306K
|
602
$20K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
34.2KNew |
$1.12M - $1.26M
|
34.2K
$1.14M
|
|