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 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.7K- 40.3% |
$95.7K - $109K
|
4K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.27K+ 3.9% |
$258K - $293K
|
194K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
109+ 0.28% |
$3.86K - $4.4K
|
39.2K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.7KNew |
$2.86M - $3.25M
|
80.7K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.42K+ 4.14% |
$192K - $218K
|
136K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
43.8KNew |
$1.55M - $1.76M
|
43.8K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
213KNew |
$7.56M - $8.6M
|
213K
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.7K- 5.19% |
$590K - $672K
|
304K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.81KNew |
$206K - $234K
|
5.81K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-33.4K- 92.2% |
$1.18M - $1.35M
|
2.83K
$94.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.03K+ 7.46% |
$178K - $203K
|
72.5K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.62K+ 9.73% |
$164K - $186K
|
52.1K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
302K+ 412.28% |
$10.7M - $12.2M
|
375K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.54K+ 22.61% |
$125K - $143K
|
19.2K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
469+ 8.02% |
$16.6K - $18.9K
|
6.31K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.24M+ 28.5% |
$44M - $50.1M
|
5.6M
$186M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.1KNew |
$820K - $933K
|
23.1K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.41K+ 4.17% |
$49.9K - $56.8K
|
35.2K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.97KNew |
$247K - $281K
|
6.97K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-358- 3.68% |
$12.7K - $14.4K
|
9.38K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-93- 2.14% |
$3.3K - $3.75K
|
4.25K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
200+ 1.47% |
$7.09K - $8.07K
|
13.8K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.02% |
$70.9 - $80.7
|
199
$6.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21.5KNew |
$763K - $867K
|
21.5K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
134KNew |
$4.74M - $5.39M
|
134K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
75.3KNew |
$2.67M - $3.04M
|
75.3K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.78M+ 25.25% |
$134M - $152M
|
18.7M
$624M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
811+ 2.87% |
$28.7K - $32.7K
|
29.1K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-3.36K- 3.13% |
$119K - $135K
|
104K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.73KNew |
$274K - $312K
|
7.73K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.2KNew |
$42.5K - $48.4K
|
1.2K
$39.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.32K+ 20.8% |
$46.7K - $53.1K
|
7.65K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
51.8K+ 7.83% |
$1.84M - $2.09M
|
714K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12K+ 6.68% |
$426K - $484K
|
192K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.7K+ 31.28% |
$344K - $391K
|
40.7K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.5K+ 14.53% |
$622K - $707K
|
138K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 8.77% |
$149K - $169K
|
43.7K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
43.5KNew |
$1.54M - $1.75M
|
43.5K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.57K+ 8.0% |
$162K - $184K
|
61.6K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.66K+ 16.38% |
$94.1K - $107K
|
18.9K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.71K+ 28.29% |
$167K - $190K
|
21.4K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-108- 23.79% |
$3.83K - $4.36K
|
346
$11.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.19KNew |
$42.3K - $48.1K
|
1.19K
$39.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.45K+ 1.77% |
$51.2K - $58.3K
|
83.3K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
12.4KNew |
$441K - $502K
|
12.4K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
71.2KNew |
$2.52M - $2.87M
|
71.2K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.7K- 36.46% |
$273K - $311K
|
13.4K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.91K+ 8.76% |
$139K - $158K
|
48.6K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
88+ 1.08% |
$3.12K - $3.55K
|
8.26K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
32K+ 153.28% |
$1.13M - $1.29M
|
52.9K
$1.76M
|