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
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.74K+ 2.35% |
$345K - $393K
|
424K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-223K- 90.31% |
$7.89M - $8.98M
|
23.9K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.34K+ 13.19% |
$83K - $94.4K
|
20.1K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.49K+ 2.17% |
$88.3K - $100K
|
117K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.31KNew |
$224K - $254K
|
6.31K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
560New |
$19.9K - $22.6K
|
560
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
8.53KNew |
$303K - $344K
|
8.53K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
108KNew |
$3.84M - $4.37M
|
108K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-38.1K- 10.33% |
$1.35M - $1.54M
|
330K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325K+ 10.42% |
$11.5M - $13.1M
|
3.45M
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
6.81KNew |
$242K - $275K
|
6.81K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
287K+ 11.53% |
$10.2M - $11.6M
|
2.77M
$92.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.9K+ 8.11% |
$991K - $1.13M
|
373K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.72KNew |
$274K - $311K
|
7.72K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.1K+ 17.64% |
$39K - $44.4K
|
7.34K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
68.6KNew |
$2.43M - $2.77M
|
68.6K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
351KNew |
$12.4M - $14.2M
|
351K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
4.79K+ 6.79% |
$170K - $193K
|
75.4K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.98K+ 25.18% |
$141K - $160K
|
19.8K
$659K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
67K+ 30.67% |
$2.37M - $2.7M
|
285K
$9.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
302K+ 81.29% |
$10.7M - $12.2M
|
674K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.53K+ 66.56% |
$338K - $384K
|
23.9K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
280K+ 24.8% |
$9.94M - $11.3M
|
1.41M
$47M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
721K+ 1699.07% |
$25.6M - $29.1M
|
763K
$25.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.26K+ 147.71% |
$44.6K - $50.7K
|
2.11K
$70.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-735- 28.41% |
$26.1K - $29.6K
|
1.85K
$61.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
38.8K+ 54.09% |
$1.37M - $1.56M
|
110K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.7K- 19.06% |
$983K - $1.12M
|
118K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22KNew |
$43.3K - $49.3K
|
1.22K
$40.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
83.3K+ 32.91% |
$2.95M - $3.36M
|
337K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.82K+ 9.31% |
$206K - $235K
|
68.3K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.94KNew |
$352K - $401K
|
9.94K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
249New |
$8.83K - $10K
|
249
$8.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.16K+ 15.6% |
$112K - $128K
|
23.4K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.54K- 7.52% |
$90.1K - $103K
|
31.3K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
149K+ 13.66% |
$5.3M - $6.03M
|
1.24M
$41.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.3K+ 114.37% |
$401K - $456K
|
21.2K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1KNew |
$35.5K - $40.3K
|
1K
$33.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
15K+ 2.23% |
$532K - $605K
|
686K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
102KNew |
$3.63M - $4.13M
|
102K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.98K+ 24.23% |
$141K - $161K
|
20.4K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.45KNew |
$229K - $260K
|
6.45K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
430K+ 16.91% |
$15.3M - $17.4M
|
2.97M
$99.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
37.6K+ 59.89% |
$1.33M - $1.52M
|
100K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.17M+ 20.57% |
$77M - $87.6M
|
12.7M
$424M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.65K+ 5.66% |
$58.6K - $66.7K
|
30.9K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.83K+ 248.03% |
$64.8K - $73.7K
|
2.57K
$85.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.4KNew |
$476K - $541K
|
13.4K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
35.3KNew |
$1.25M - $1.43M
|
35.3K
$1.18M
|