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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.99M+ 37.68% |
$70.4M - $76.8M
|
7.26M
$272M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
177+ 1.74% |
$6.27K - $6.84K
|
10.4K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 0.39% |
$69.3K - $75.6K
|
510K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.6K- 4.5% |
$340K - $371K
|
204K
$7.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108K- 34.85% |
$3.81M - $4.16M
|
201K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.51K- 10.93% |
$337K - $367K
|
77.5K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.29K+ 15.64% |
$223K - $243K
|
46.5K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-36.3K- 3.81% |
$1.29M - $1.4M
|
918K
$34.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.38K+ 17.65% |
$120K - $131K
|
22.5K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.96K- 31.54% |
$105K - $114K
|
6.43K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
360+ 0.17% |
$12.8K - $13.9K
|
207K
$7.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.5K- 73.64% |
$1.01M - $1.1M
|
10.2K
$382K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-110K- 81.18% |
$3.89M - $4.25M
|
25.5K
$956K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.12K- 1.64% |
$75.1K - $81.9K
|
127K
$4.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 9.43% |
$992 - $1.08K
|
325
$12.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
10.2K+ 2.43% |
$363K - $396K
|
432K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24.7KNew |
$875K - $955K
|
24.7K
$927K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35.6K+ 105.88% |
$1.26M - $1.38M
|
69.2K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
553K+ 4.62% |
$19.6M - $21.4M
|
12.5M
$470M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82.3K+ 6.3% |
$2.91M - $3.18M
|
1.39M
$52.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.75KNew |
$239K - $261K
|
6.75K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
973+ 0.57% |
$34.5K - $37.6K
|
170K
$6.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
687+ 56.64% |
$24.3K - $26.6K
|
1.9K
$71.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
398+ 4.51% |
$14.1K - $15.4K
|
9.23K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.52K+ 14.2% |
$196K - $213K
|
44.4K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-28.2K- 11.85% |
$998K - $1.09M
|
210K
$7.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.8K- 7.99% |
$63.8K - $69.6K
|
20.7K
$777K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
345K+ 5.39% |
$12.2M - $13.3M
|
6.75M
$253M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.4K+ 165.99% |
$688K - $751K
|
31.1K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
42.1KNew |
$1.49M - $1.63M
|
42.1K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.77K+ 66.11% |
$169K - $184K
|
12K
$449K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.86K- 28.8% |
$278K - $304K
|
19.4K
$728K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-249- 3.03% |
$8.82K - $9.62K
|
7.97K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-843- 0.96% |
$29.9K - $32.6K
|
86.8K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.2K+ 7.13% |
$3.3M - $3.6M
|
1.4M
$52.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
46.2KNew |
$1.64M - $1.79M
|
46.2K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
59.8K+ 217.52% |
$2.12M - $2.31M
|
87.4K
$3.28M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
407+ 4.96% |
$14.4K - $15.7K
|
8.61K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85K+ 3.0% |
$3.01M - $3.29M
|
2.92M
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.39K+ 1.26% |
$262K - $286K
|
594K
$22.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
450New |
$15.9K - $17.4K
|
450
$16.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
875+ 236.49% |
$31K - $33.8K
|
1.25K
$46.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.9K- 21.02% |
$812K - $886K
|
86.1K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 2.83% |
$68.1K - $74.4K
|
69.8K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55.8K+ 46.19% |
$1.98M - $2.16M
|
177K
$6.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
17.4K+ 49.22% |
$618K - $674K
|
52.9K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.17K- 21.69% |
$41.5K - $45.3K
|
4.24K
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-206K- 36.79% |
$7.31M - $7.97M
|
354K
$13.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-445K- 43.31% |
$15.8M - $17.2M
|
583K
$21.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-74.5K- 51.06% |
$2.64M - $2.88M
|
71.5K
$2.68M
|
|