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 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
89.8K+ 66.47% |
$3.18M - $3.47M
|
225K
$8.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-450- 3.91% |
$15.9K - $17.4K
|
11.1K
$415K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.62K+ 6.05% |
$199K - $217K
|
98.6K
$3.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-426- 1.39% |
$15.1K - $16.5K
|
30.2K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.02K+ 2.36% |
$107K - $117K
|
131K
$4.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
300+ 1.35% |
$10.6K - $11.6K
|
22.5K
$844K
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.84K- 32.28% |
$101K - $110K
|
5.96K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-658- 69.12% |
$23.3K - $25.4K
|
294
$11K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.17K+ 5.79% |
$148K - $161K
|
76.3K
$2.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14K- 11.21% |
$496K - $541K
|
111K
$4.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.05K+ 23.14% |
$72.5K - $79.1K
|
10.9K
$408K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.23K- 6.17% |
$114K - $125K
|
49.1K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
200KNew |
$7.09M - $7.74M
|
200K
$7.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.6K+ 4243.94% |
$198K - $217K
|
5.73K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-40- 0.14% |
$1.42K - $1.55K
|
28.2K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
3.18K+ 21.3% |
$113K - $123K
|
18.1K
$679K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$35.4 - $38.7
|
96.6K
$3.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.94K+ 5.46% |
$68.5K - $74.8K
|
37.4K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
20.1KNew |
$713K - $778K
|
20.1K
$755K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
619+ 3.66% |
$21.9K - $23.9K
|
17.5K
$658K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2K+ 7.3% |
$361K - $393K
|
150K
$5.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-69- 0.3% |
$2.44K - $2.67K
|
22.7K
$852K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-282- 1.59% |
$9.99K - $10.9K
|
17.5K
$656K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.24K+ 2.56% |
$44K - $48K
|
49.7K
$1.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.34K+ 19.71% |
$47.5K - $51.9K
|
8.15K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.6K+ 61.17% |
$269K - $294K
|
20K
$751K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.1K+ 14.08% |
$1.35M - $1.47M
|
308K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.64K+ 43.3% |
$93.6K - $102K
|
8.75K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.9KNew |
$598K - $653K
|
16.9K
$633K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.8K+ 3.54% |
$489K - $534K
|
404K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
482New |
$17.1K - $18.6K
|
482
$18.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 11.06% |
$1.01M - $1.1M
|
286K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-31.5K- 46.31% |
$1.12M - $1.22M
|
36.5K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
414+ 4.91% |
$14.7K - $16K
|
8.84K
$331K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-3.06K- 5.72% |
$108K - $118K
|
50.5K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-29.3K- 3.52% |
$1.04M - $1.13M
|
805K
$30.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
5.92K+ 7.07% |
$210K - $229K
|
89.7K
$3.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.26% |
$35.4 - $38.7
|
379
$14.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
339+ 7.37% |
$12K - $13.1K
|
4.94K
$185K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
529K+ 20.34% |
$18.7M - $20.4M
|
3.13M
$117M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 5.76% |
$479K - $522K
|
221K
$8.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
25+ 0.1% |
$886 - $966
|
24.1K
$902K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.62K+ 7.36% |
$199K - $217K
|
82K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.2KNew |
$77.9K - $85K
|
2.2K
$82.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.1K- 36.73% |
$535K - $584K
|
26K
$975K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.71K+ 1.84% |
$131K - $143K
|
206K
$7.71M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
7.11KNew |
$252K - $275K
|
7.11K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-25.5K- 28.51% |
$903K - $986K
|
63.9K
$2.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.26K- 38.99% |
$116K - $126K
|
5.11K
$191K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-69.7K- 22.69% |
$2.47M - $2.69M
|
237K
$8.9M
|
|