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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.7K+ 3.83% |
$60.3K - $65.8K
|
46.2K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
13.5KNew |
$478K - $522K
|
13.5K
$506K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.16K+ 7.9% |
$41K - $44.8K
|
15.8K
$593K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
100K+ 81.95% |
$3.54M - $3.86M
|
222K
$8.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.88K+ 38.89% |
$279K - $305K
|
28.2K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$70.8 - $77.3
|
11.9K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 2.2% |
$84.9K - $92.6K
|
107K
$4M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
58.1KNew |
$2.06M - $2.24M
|
58.1K
$2.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 70.03% |
$240K - $262K
|
16.4K
$616K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
650New |
$23K - $25.1K
|
650
$24.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.87K+ 9.93% |
$102K - $111K
|
31.7K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-18- 0.12% |
$638 - $696
|
15.2K
$568K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.87K+ 16.65% |
$102K - $111K
|
20.1K
$753K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 0.48% |
$4.43K - $4.83K
|
26.2K
$983K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.07K+ 1.15% |
$37.8K - $41.3K
|
94.3K
$3.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
91.1K+ 77.74% |
$3.23M - $3.52M
|
208K
$7.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-12.3K- 23.05% |
$434K - $474K
|
40.9K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
334+ 1.28% |
$11.8K - $12.9K
|
26.5K
$994K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
12.9K+ 17.17% |
$456K - $497K
|
87.8K
$3.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
99New |
$3.51K - $3.83K
|
99
$3.71K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.54K+ 5.88% |
$125K - $137K
|
63.8K
$2.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19K+ 7.09% |
$671K - $733K
|
286K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.47K+ 6.7% |
$87.6K - $95.6K
|
39.4K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
229+ 1.58% |
$8.11K - $8.85K
|
14.7K
$552K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.45K- 7.4% |
$158K - $172K
|
55.7K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.33K+ 2.21% |
$47.1K - $51.4K
|
61.4K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-147K- 78.36% |
$5.22M - $5.7M
|
40.7K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-7.98K- 37.14% |
$282K - $308K
|
13.5K
$506K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.3K+ 5.81% |
$365K - $398K
|
188K
$7.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.02% |
$106 - $116
|
17.7K
$664K
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.91K+ 1.15% |
$67.5K - $73.7K
|
168K
$6.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
302+ 5.11% |
$10.7K - $11.7K
|
6.21K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.2K+ 10.7% |
$113K - $124K
|
33.1K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 0.33% |
$248 - $271
|
2.15K
$80.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
643+ 6.48% |
$22.8K - $24.9K
|
10.6K
$396K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
95+ 1.26% |
$3.36K - $3.67K
|
7.65K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-90- 5.59% |
$3.19K - $3.48K
|
1.52K
$57K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.5K- 3.92% |
$1.08M - $1.18M
|
749K
$28.1M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-41K- 84.76% |
$1.45M - $1.58M
|
7.37K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.81K+ 2.98% |
$135K - $147K
|
131K
$4.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
32.7KNew |
$1.16M - $1.26M
|
32.7K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
13.3KNew |
$469K - $512K
|
13.3K
$497K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.6K- 28.82% |
$375K - $409K
|
26.1K
$979K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
53.4K+ 1.94% |
$1.89M - $2.06M
|
2.8M
$105M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.13K+ 3.37% |
$111K - $121K
|
96K
$3.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-7.1K- 13.81% |
$251K - $274K
|
44.3K
$1.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
431+ 2.25% |
$15.3K - $16.7K
|
19.6K
$733K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
284+ 0.54% |
$10.1K - $11K
|
52.5K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.43KNew |
$263K - $287K
|
7.43K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.32K+ 5.77% |
$118K - $128K
|
60.8K
$2.28M
|
|