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 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.98K+ 1.73% |
$212K - $231K
|
352K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.61K+ 1.53% |
$57K - $62.2K
|
106K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 41.32% |
$165K - $180K
|
16K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-13.1K- 10.25% |
$462K - $504K
|
114K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.93K- 27.09% |
$139K - $152K
|
10.6K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.14K- 5.13% |
$324K - $353K
|
169K
$6.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.03K+ 2.53% |
$71.8K - $78.3K
|
82.1K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.3K+ 1.21% |
$542K - $592K
|
1.28M
$48M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3+ 0.01% |
$106 - $116
|
20.2K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.6K- 2.26% |
$1.79M - $1.96M
|
2.19M
$82M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
764+ 10.03% |
$27.1K - $29.5K
|
8.38K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.83K- 1.56% |
$277K - $303K
|
495K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 0.93% |
$7.79M - $8.5M
|
23.8M
$891M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-76- 0.75% |
$2.69K - $2.94K
|
10.1K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.14K+ 32.74% |
$75.8K - $82.7K
|
8.67K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
100K+ 8.42% |
$3.56M - $3.88M
|
1.29M
$48.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.6K+ 8.58% |
$56.7K - $61.9K
|
20.3K
$760K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.53K+ 24.11% |
$89.6K - $97.8K
|
13K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
66.4K+ 39.77% |
$2.35M - $2.57M
|
233K
$8.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.68K+ 12.22% |
$59.5K - $64.9K
|
15.4K
$578K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 33.98% |
$469K - $511K
|
25.7K
$964K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
542+ 3.29% |
$19.2K - $20.9K
|
17K
$638K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.8KNew |
$419K - $457K
|
11.8K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
610+ 3.16% |
$21.6K - $23.6K
|
19.9K
$746K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.78K+ 7.73% |
$62.9K - $68.7K
|
24.8K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.57K+ 7.13% |
$91K - $99.3K
|
38.6K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.1K+ 6.84% |
$1.07M - $1.16M
|
470K
$17.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.33K+ 5.52% |
$82.6K - $90.1K
|
44.5K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514K+ 14.85% |
$18.2M - $19.9M
|
3.98M
$149M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.2K- 60.81% |
$858K - $936K
|
15.6K
$585K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 26.42% |
$447K - $488K
|
60.4K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
27+ 0.24% |
$956 - $1.04K
|
11.1K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-1.58K- 1.83% |
$55.8K - $60.9K
|
84.6K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.42K- 82.69% |
$50.4K - $55K
|
298
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
244KNew |
$8.62M - $9.41M
|
244K
$9.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
253+ 1.11% |
$8.96K - $9.78K
|
23.1K
$865K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.09K- 11.2% |
$74K - $80.8K
|
16.6K
$621K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.92K- 1.0% |
$67.9K - $74.1K
|
189K
$7.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98.8K- 25.03% |
$3.5M - $3.82M
|
296K
$11.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.01K- 10.18% |
$177K - $193K
|
44.1K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
5.27KNew |
$187K - $204K
|
5.27K
$198K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.51KNew |
$195K - $213K
|
5.51K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
8.5KNew |
$301K - $329K
|
8.5K
$319K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
35+ 15.91% |
$1.24K - $1.35K
|
255
$9.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
17.1K+ 180.57% |
$606K - $661K
|
26.6K
$996K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
956+ 1.85% |
$33.9K - $36.9K
|
52.5K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.25K- 14.95% |
$44.3K - $48.3K
|
7.11K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-5.29K- 10.65% |
$187K - $204K
|
44.4K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
64.7K+ 96.97% |
$2.29M - $2.5M
|
131K
$4.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-111- 1.25% |
$3.93K - $4.29K
|
8.76K
$328K
|
|