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 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
605+ 307.11% |
$21.4K - $24.4K
|
802
$26.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26KNew |
$44.6K - $50.8K
|
1.26K
$41.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.68K+ 37.4% |
$130K - $148K
|
13.5K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 11.87% |
$4.06M - $4.62M
|
1.08M
$35.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 67.12% |
$3.65M - $4.15M
|
50.4K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.43K+ 8.57% |
$228K - $259K
|
81.5K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$106 - $121
|
3
$99.9
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.05K- 0.46% |
$37.3K - $42.4K
|
228K
$7.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.82K+ 1.54% |
$100K - $114K
|
186K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
32+ 8.0% |
$1.13K - $1.29K
|
432
$14.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.95M+ 21.95% |
$140M - $159M
|
21.9M
$730M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
40.6KNew |
$1.44M - $1.64M
|
40.6K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
37.7KNew |
$1.34M - $1.52M
|
37.7K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
48.5KNew |
$1.72M - $1.96M
|
48.5K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.46K+ 14.01% |
$158K - $180K
|
36.3K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
941+ 5.1% |
$33.4K - $38K
|
19.4K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.9KNew |
$564K - $641K
|
15.9K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
40.4KNew |
$1.43M - $1.63M
|
40.4K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-24.9K- 42.74% |
$883K - $1M
|
33.4K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.78K+ 22.11% |
$63K - $71.7K
|
9.82K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
18K+ 120.3% |
$637K - $725K
|
32.9K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.36% |
$70.9 - $80.7
|
565
$18.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
98.9K+ 10.25% |
$3.51M - $3.99M
|
1.06M
$35.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9.27K+ 86.92% |
$329K - $374K
|
19.9K
$664K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
128KNew |
$4.53M - $5.16M
|
128K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
610K+ 29.16% |
$21.6M - $24.6M
|
2.7M
$90M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.5KNew |
$407K - $463K
|
11.5K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.3K+ 17.8% |
$117K - $133K
|
21.9K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
859New |
$30.5K - $34.6K
|
859
$28.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
190KNew |
$6.74M - $7.66M
|
190K
$6.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.83K+ 17.35% |
$100K - $114K
|
19.1K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102K+ 20.44% |
$3.62M - $4.11M
|
601K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
24KNew |
$852K - $969K
|
24K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
5.61K+ 70.9% |
$199K - $226K
|
13.5K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20K+ 322.83% |
$708K - $805K
|
26.1K
$871K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.93K+ 10.2% |
$281K - $320K
|
85.7K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.21KNew |
$327K - $372K
|
9.21K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
66.6K+ 56.84% |
$2.36M - $2.68M
|
184K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.6K+ 45.3% |
$587K - $668K
|
53.1K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
103KNew |
$3.66M - $4.16M
|
103K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22.8K+ 51.07% |
$809K - $921K
|
67.5K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3K+ 22.2% |
$400K - $455K
|
62.1K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-295- 68.29% |
$10.5K - $11.9K
|
137
$4.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
21.4KNew |
$758K - $862K
|
21.4K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.01KNew |
$213K - $242K
|
6.01K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
30.8KNew |
$1.09M - $1.24M
|
30.8K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
79.6KNew |
$2.82M - $3.21M
|
79.6K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.2K- 2.12% |
$1.64M - $1.86M
|
2.13M
$71M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.93KNew |
$68.3K - $77.7K
|
1.93K
$64.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.26K- 0.95% |
$44.6K - $50.8K
|
132K
$4.39M
|