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 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
134New |
$4.75K - $5.18K
|
134
$5.02K
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-7.29K- 5.74% |
$258K - $282K
|
120K
$4.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.97K+ 3.2% |
$105K - $115K
|
95.7K
$3.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22K+ 19.14% |
$779K - $850K
|
137K
$5.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.92KNew |
$351K - $383K
|
9.92K
$372K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.6K+ 36.23% |
$871K - $951K
|
92.5K
$3.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
47.9K+ 105.46% |
$1.7M - $1.85M
|
93.2K
$3.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
784+ 7.64% |
$27.8K - $30.3K
|
11K
$414K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-113- 0.2% |
$4K - $4.37K
|
56.9K
$2.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.3K+ 17.26% |
$719K - $785K
|
138K
$5.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.69K+ 2.9% |
$59.8K - $65.2K
|
59.9K
$2.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.5K+ 11.93% |
$760K - $829K
|
201K
$7.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-51.9K- 14.48% |
$1.84M - $2M
|
306K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
52.8K+ 8.82% |
$1.87M - $2.04M
|
652K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6+ 0.01% |
$213 - $232
|
40.3K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
186K+ 27.89% |
$6.6M - $7.2M
|
854K
$32M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.23% |
$70.8 - $77.3
|
862
$32.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-124- 1.3% |
$4.39K - $4.79K
|
9.4K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.31K+ 1.96% |
$81.9K - $89.3K
|
120K
$4.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.3K+ 33.19% |
$827K - $902K
|
93.6K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200+ 11.17% |
$7.08K - $7.73K
|
1.99K
$74.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.14K+ 14.74% |
$288K - $315K
|
63.4K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.43K+ 4.24% |
$121K - $132K
|
84.1K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
57.2K+ 67.42% |
$2.03M - $2.21M
|
142K
$5.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
8.83K+ 16.32% |
$313K - $341K
|
62.9K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.99K+ 9.17% |
$106K - $116K
|
35.6K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
3.1K+ 16.18% |
$110K - $120K
|
22.2K
$834K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-706- 0.78% |
$25K - $27.3K
|
89.4K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 11.11% |
$35.4 - $38.7
|
8
$300
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.4K+ 3.14% |
$3.31M - $3.61M
|
3.07M
$115M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10K+ 3.38% |
$355K - $388K
|
307K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-300- 31.61% |
$10.6K - $11.6K
|
649
$24.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 11.99% |
$89.1K - $97.2K
|
23.5K
$880K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20.7K+ 7.93% |
$733K - $799K
|
282K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
416+ 3.59% |
$14.7K - $16.1K
|
12K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.65K- 30.95% |
$236K - $257K
|
14.8K
$556K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
8.95K+ 2.31% |
$317K - $346K
|
396K
$14.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
86.4K+ 3.64% |
$3.06M - $3.34M
|
2.46M
$92.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.02KNew |
$249K - $271K
|
7.02K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
144K+ 351.16% |
$5.09M - $5.56M
|
185K
$6.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2.52K+ 170.76% |
$89.2K - $97.3K
|
3.99K
$150K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.7K+ 8.24% |
$379K - $413K
|
140K
$5.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.28K+ 3.02% |
$45.3K - $49.4K
|
43.6K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-412- 0.57% |
$14.6K - $15.9K
|
71.6K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.2K+ 3.87% |
$572K - $625K
|
433K
$16.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.48K- 18.59% |
$87.7K - $95.7K
|
10.8K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
40.4KNew |
$1.43M - $1.56M
|
40.4K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.09K+ 0.69% |
$73.9K - $80.7K
|
305K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
83.7K+ 46.14% |
$2.96M - $3.23M
|
265K
$9.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-36.9K- 45.89% |
$1.31M - $1.42M
|
43.5K
$1.63M
|
|