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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
885+ 21.73% |
$31.4K - $35.7K
|
4.96K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.41MNew |
$50.2M - $57.1M
|
1.41M
$47.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22.9K- 64.26% |
$811K - $922K
|
12.7K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-44- 0.43% |
$1.56K - $1.77K
|
10.2K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.3K+ 90.91% |
$1.14M - $1.3M
|
67.7K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2KNew |
$70.9K - $80.7K
|
2K
$66.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
147K+ 25.42% |
$5.2M - $5.91M
|
724K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.6K+ 23.91% |
$517K - $588K
|
75.6K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06M+ 79.11% |
$37.6M - $42.7M
|
2.4M
$79.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.2KNew |
$42.5K - $48.4K
|
1.2K
$40K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
78+ 0.33% |
$2.77K - $3.15K
|
24K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.6K+ 77.67% |
$1.08M - $1.23M
|
69.9K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-2.87K- 15.89% |
$102K - $116K
|
15.2K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175K+ 19.35% |
$6.21M - $7.07M
|
1.08M
$36M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
17.7K+ 0.65% |
$626K - $712K
|
2.73M
$90.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.75K+ 85.71% |
$97.6K - $111K
|
5.96K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.6K+ 5.49% |
$872K - $992K
|
473K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.6MNew |
$377M - $429M
|
10.6M
$354M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.74KNew |
$274K - $312K
|
7.74K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.1K+ 26.28% |
$429K - $488K
|
58.2K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.23% |
$957 - $1.09K
|
11.8K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10.8K- 3.45% |
$382K - $435K
|
302K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.82K+ 13.56% |
$171K - $194K
|
40.3K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
59+ 1.19% |
$2.09K - $2.38K
|
5.03K
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
17.4K+ 16.94% |
$617K - $702K
|
120K
$4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
111KNew |
$3.92M - $4.46M
|
111K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
168K+ 207.05% |
$5.96M - $6.78M
|
249K
$8.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14New |
$496 - $565
|
14
$466
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.25K- 3.91% |
$186K - $212K
|
129K
$4.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 0.5% |
$1.45K - $1.65K
|
8.26K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.11K+ 1.33% |
$181K - $206K
|
390K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.01K+ 4674.0% |
$249K - $283K
|
7.16K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
42.4K+ 505.01% |
$1.5M - $1.71M
|
50.8K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 39.35% |
$913K - $1.04M
|
91.2K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
26.2KNew |
$928K - $1.06M
|
26.2K
$872K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.07K+ 4.37% |
$180K - $205K
|
121K
$4.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5.62KNew |
$199K - $226K
|
5.62K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-747K- 96.88% |
$26.5M - $30.1M
|
24K
$800K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
132KNew |
$4.66M - $5.31M
|
132K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.77K+ 65.42% |
$204K - $233K
|
14.6K
$486K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26.5KNew |
$940K - $1.07M
|
26.5K
$883K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-451- 2.46% |
$16K - $18.2K
|
17.9K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4K- 28.63% |
$142K - $161K
|
9.97K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35.9K+ 29.26% |
$1.27M - $1.45M
|
159K
$5.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-575- 8.84% |
$20.4K - $23.2K
|
5.93K
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.2K+ 30.09% |
$750K - $854K
|
91.5K
$3.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
18+ 0.25% |
$638 - $726
|
7.08K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.84K- 4.06% |
$65.1K - $74.1K
|
43.4K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
45.3KNew |
$1.6M - $1.83M
|
45.3K
$1.51M
|