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 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
7.66K+ 3.39% |
$272K - $309K
|
234K
$7.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
13K+ 3.22% |
$461K - $525K
|
417K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.72KNew |
$203K - $231K
|
5.72K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82.9K+ 43.01% |
$2.94M - $3.34M
|
276K
$9.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96.3K+ 22.67% |
$3.41M - $3.88M
|
521K
$17.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
19.3KNew |
$684K - $778K
|
19.3K
$642K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
41.2KNew |
$1.46M - $1.66M
|
41.2K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-18.5K- 24.43% |
$657K - $748K
|
57.4K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.7K+ 48.09% |
$2.29M - $2.61M
|
199K
$6.64M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
88.3K+ 19.09% |
$3.13M - $3.56M
|
551K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
383KNew |
$13.6M - $15.4M
|
383K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
191K+ 7.82% |
$6.76M - $7.69M
|
2.63M
$87.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
71.9K+ 18.3% |
$2.55M - $2.9M
|
465K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$114K - $130K
|
3.23K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
485New |
$17.2K - $19.6K
|
485
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.03% |
$213 - $242
|
17.9K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.5K+ 24.44% |
$372K - $424K
|
53.5K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
11.1K+ 13.63% |
$394K - $448K
|
92.7K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
89.6K+ 18.74% |
$3.18M - $3.61M
|
568K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
500K+ 48.34% |
$17.7M - $20.2M
|
1.53M
$51.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 29.98% |
$510K - $580K
|
62.4K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.81K+ 2.45% |
$64.1K - $72.9K
|
75.4K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.25KNew |
$257K - $292K
|
7.25K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-236- 1.44% |
$8.37K - $9.52K
|
16.2K
$539K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
145+ 1.97% |
$5.14K - $5.85K
|
7.5K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
60.1KNew |
$2.13M - $2.42M
|
60.1K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31.1KNew |
$1.1M - $1.26M
|
31.1K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
83K+ 102.53% |
$2.94M - $3.35M
|
164K
$5.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 99.05% |
$107K - $121K
|
29
$966
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28+ 0.15% |
$993 - $1.13K
|
19.3K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 28.5% |
$102K - $116K
|
13K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.4KNew |
$510K - $581K
|
14.4K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25.3KNew |
$895K - $1.02M
|
25.3K
$841K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.2K- 13.29% |
$964K - $1.1M
|
177K
$5.91M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.1K+ 33.22% |
$74.3K - $84.6K
|
8.41K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
217K+ 1943.37% |
$7.69M - $8.74M
|
228K
$7.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.9K+ 30.91% |
$636K - $724K
|
76K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-451K- 96.21% |
$16M - $18.2M
|
17.8K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.28K- 10.89% |
$45.3K - $51.5K
|
10.4K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.86K- 0.32% |
$65.9K - $75K
|
573K
$19.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$70.9 - $80.7
|
15.1K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 9.47% |
$434K - $494K
|
142K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.4K+ 3.12% |
$84.9K - $96.6K
|
79.2K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.03KNew |
$285K - $324K
|
8.03K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
58+ 0.4% |
$2.06K - $2.34K
|
14.4K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.7K+ 35.14% |
$378K - $430K
|
41K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.93K- 6.94% |
$104K - $118K
|
39.3K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-90.1K- 48.2% |
$3.19M - $3.63M
|
96.9K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$374K - $425K
|
10.5K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
716+ 0.97% |
$25.4K - $28.9K
|
74.8K
$2.49M
|