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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 21.44% |
$127K - $145K
|
13.1K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.73KNew |
$274K - $312K
|
7.73K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.2KNew |
$42.5K - $48.4K
|
1.2K
$45K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.32K+ 20.8% |
$46.7K - $53.1K
|
7.65K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.31KNew |
$224K - $254K
|
6.31K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.72KNew |
$274K - $311K
|
7.72K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
249New |
$8.83K - $10K
|
249
$9.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-735- 28.41% |
$26.1K - $29.6K
|
1.85K
$69.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1KNew |
$35.5K - $40.3K
|
1K
$37.5K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$106 - $121
|
3
$112
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.05K- 0.46% |
$37.3K - $42.4K
|
228K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
859New |
$30.5K - $34.6K
|
859
$32.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.3K+ 17.8% |
$117K - $133K
|
21.9K
$819K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.93KNew |
$68.3K - $77.7K
|
1.93K
$72.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.41MNew |
$50.2M - $57.1M
|
1.41M
$53M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2KNew |
$70.9K - $80.7K
|
2K
$75K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-295- 68.29% |
$10.5K - $11.9K
|
137
$5.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.01KNew |
$213K - $242K
|
6.01K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.2KNew |
$42.5K - $48.4K
|
1.2K
$45K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.11K+ 1.33% |
$181K - $206K
|
390K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-575- 8.84% |
$20.4K - $23.2K
|
5.93K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4K- 28.63% |
$142K - $161K
|
9.97K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.84K- 4.06% |
$65.1K - $74.1K
|
43.4K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.72KNew |
$203K - $231K
|
5.72K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$114K - $130K
|
3.23K
$121K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 99.05% |
$107K - $121K
|
29
$1.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-236- 1.44% |
$8.37K - $9.52K
|
16.2K
$607K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
306+ 157.73% |
$10.8K - $12.3K
|
500
$18.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.5KNew |
$443K - $504K
|
12.5K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01KNew |
$35.7K - $40.7K
|
1.01K
$37.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.37K- 19.16% |
$48.7K - $55.4K
|
5.8K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-254- 33.03% |
$9K - $10.2K
|
515
$19.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
15.4KNew |
$546K - $621K
|
15.4K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.67KNew |
$59K - $67.1K
|
1.67K
$62.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
78+ 0.55% |
$2.77K - $3.15K
|
14.2K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
310KNew |
$11M - $12.5M
|
310K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.4K- 5.91% |
$406K - $462K
|
182K
$6.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
800New |
$28.4K - $32.3K
|
800
$30K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
875New |
$31K - $35.3K
|
875
$32.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
748+ 36.72% |
$26.5K - $30.2K
|
2.79K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
205KNew |
$7.26M - $8.26M
|
205K
$7.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$3.55K - $4.03K
|
100
$3.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
516+ 19.45% |
$18.3K - $20.8K
|
3.17K
$119K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-398- 3.02% |
$14.1K - $16.1K
|
12.8K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.96K- 44.75% |
$69.5K - $79.1K
|
2.42K
$90.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
46New |
$1.63K - $1.86K
|
46
$1.72K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
872+ 10.82% |
$28.5K - $32K
|
8.93K
$335K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15KNew |
$490K - $550K
|
15K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.4K- 15.6% |
$111K - $125K
|
18.4K
$690K
|
|