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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.7K+ 6.71% |
$378K - $430K
|
170K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
443+ 138.87% |
$15.7K - $17.9K
|
762
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.9K+ 15.51% |
$598K - $681K
|
126K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.78K+ 9.63% |
$240K - $273K
|
77.2K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
726+ 11.56% |
$25.7K - $29.3K
|
7.01K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
216K+ 639.87% |
$7.65M - $8.7M
|
249K
$8.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
39.9K+ 54.53% |
$1.42M - $1.61M
|
113K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$70.9 - $80.7
|
11.9K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
60.8KNew |
$2.16M - $2.45M
|
60.8K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.5KNew |
$443K - $504K
|
12.5K
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.39KNew |
$297K - $338K
|
8.39K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-34.2K- 15.3% |
$1.21M - $1.38M
|
189K
$6.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.73K+ 0.78% |
$96.8K - $110K
|
354K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10.6KNew |
$375K - $427K
|
10.6K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.72KNew |
$61K - $69.4K
|
1.72K
$57.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19.3K+ 5.17% |
$683K - $777K
|
392K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
6.67K+ 85.48% |
$236K - $269K
|
14.5K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-86.8K- 21.14% |
$3.08M - $3.5M
|
324K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
70.1K+ 357.5% |
$2.48M - $2.83M
|
89.7K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
306+ 157.73% |
$10.8K - $12.3K
|
500
$16.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
724New |
$25.7K - $29.2K
|
724
$24.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-66K- 65.78% |
$2.34M - $2.66M
|
34.3K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 14.36% |
$792K - $901K
|
178K
$5.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.09K+ 20.77% |
$145K - $165K
|
23.8K
$792K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.21K- 11.17% |
$291K - $331K
|
65.3K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 0.37% |
$3.55K - $4.03K
|
26.9K
$894K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-4.74K- 19.48% |
$168K - $191K
|
19.6K
$653K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.37K- 19.16% |
$48.7K - $55.4K
|
5.8K
$193K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.1K+ 63.83% |
$358K - $407K
|
25.9K
$862K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01KNew |
$35.7K - $40.7K
|
1.01K
$33.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
37.6K+ 28.79% |
$1.33M - $1.52M
|
168K
$5.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.83K+ 5.4% |
$100K - $114K
|
55.2K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.86K+ 12.17% |
$208K - $236K
|
54K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.2K+ 247.0% |
$1.04M - $1.18M
|
41.1K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-63.5K- 38.05% |
$2.25M - $2.56M
|
103K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.25K+ 6.82% |
$186K - $212K
|
82.2K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.28K+ 9.28% |
$80.8K - $91.9K
|
26.8K
$893K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.78K+ 1.61% |
$63.2K - $71.9K
|
112K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.1K+ 6.13% |
$145K - $165K
|
71K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
15.4KNew |
$546K - $621K
|
15.4K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
18.5K+ 4.79% |
$657K - $747K
|
405K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.71KNew |
$344K - $392K
|
9.71K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-254- 33.03% |
$9K - $10.2K
|
515
$17.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.85K+ 15.12% |
$101K - $115K
|
21.7K
$722K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.34KNew |
$225K - $256K
|
6.34K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.1K+ 8.27% |
$181K - $206K
|
66.8K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
27.8KNew |
$986K - $1.12M
|
27.8K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
310KNew |
$11M - $12.5M
|
310K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
78+ 0.55% |
$2.77K - $3.15K
|
14.2K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.9KNew |
$351K - $399K
|
9.9K
$330K
|