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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
662+ 4.81% |
$23.4K - $25.6K
|
14.4K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
614K+ 8.33% |
$21.8M - $23.7M
|
7.98M
$299M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 1.87% |
$43.4K - $47.3K
|
66.7K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.92K+ 38.73% |
$103K - $113K
|
10.5K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
68.7KNew |
$2.43M - $2.66M
|
68.7K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.21KNew |
$291K - $317K
|
8.21K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.91K- 27.76% |
$139K - $151K
|
10.2K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.02K- 16.07% |
$36.3K - $39.6K
|
5.35K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-148K- 25.18% |
$5.24M - $5.72M
|
440K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.5K- 25.41% |
$230K - $251K
|
19.1K
$715K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.9M- 9.63% |
$67.2M - $73.3M
|
17.8M
$668M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26KNew |
$257K - $281K
|
7.26K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
11.3KNew |
$400K - $436K
|
11.3K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
693+ 3.17% |
$24.5K - $26.8K
|
22.5K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-271- 6.7% |
$9.6K - $10.5K
|
3.78K
$142K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.86K+ 9.62% |
$208K - $226K
|
66.8K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.9K+ 4.45% |
$457K - $499K
|
303K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.63K+ 12.69% |
$129K - $140K
|
32.2K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30.5K+ 7.47% |
$1.08M - $1.18M
|
439K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-293K- 79.59% |
$10.4M - $11.3M
|
75.2K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34K+ 5.22% |
$1.2M - $1.31M
|
685K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-657- 2.78% |
$23.3K - $25.4K
|
22.9K
$860K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
480+ 7.07% |
$17K - $18.6K
|
7.27K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
221K+ 8.06% |
$7.84M - $8.55M
|
2.97M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.6K- 0.78% |
$446K - $487K
|
1.6M
$60M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.8K+ 4.62% |
$913K - $996K
|
584K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.37K- 27.47% |
$83.8K - $91.4K
|
6.24K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
263K+ 798.18% |
$9.3M - $10.1M
|
296K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.8KNew |
$1.83M - $2M
|
51.8K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 87.38% |
$697K - $760K
|
42.2K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
825K+ 6.87% |
$29.2M - $31.9M
|
12.8M
$482M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.93K+ 4.04% |
$104K - $113K
|
75.6K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.53K+ 8.59% |
$89.7K - $97.9K
|
32K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.41K- 1.82% |
$85.4K - $93.1K
|
130K
$4.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
9.73KNew |
$345K - $376K
|
9.73K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.1KNew |
$462K - $505K
|
13.1K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.6K+ 4.27% |
$374K - $408K
|
258K
$9.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 0.36% |
$36.9K - $40.3K
|
289K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22.5K+ 4.16% |
$797K - $870K
|
563K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.48K+ 1.45% |
$52.5K - $57.3K
|
103K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
526KNew |
$18.6M - $20.3M
|
526K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.8K+ 29.51% |
$276K - $302K
|
34.2K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
195K+ 10.05% |
$6.9M - $7.53M
|
2.13M
$80M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41K- 70.88% |
$1.45M - $1.59M
|
16.9K
$632K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.08K- 13.13% |
$38.1K - $41.6K
|
7.12K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.21K- 7.17% |
$42.9K - $46.8K
|
15.7K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.37KNew |
$226K - $246K
|
6.37K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-571- 1.31% |
$20.2K - $22.1K
|
43.2K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.55KNew |
$303K - $331K
|
8.55K
$321K
|
|