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 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.13K+ 43.88% |
$75.4K - $82.2K
|
6.98K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10K- 18.98% |
$355K - $387K
|
42.8K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
727+ 3.94% |
$25.8K - $28.1K
|
19.2K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.4K+ 2.92% |
$85.1K - $92.9K
|
84.7K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.04K+ 57.23% |
$214K - $233K
|
16.6K
$622K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-396- 0.31% |
$14K - $15.3K
|
128K
$4.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.31K+ 5.97% |
$81.8K - $89.2K
|
41K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-204- 0.66% |
$7.23K - $7.88K
|
30.6K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 1.47% |
$5.35K - $5.84K
|
10.4K
$391K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.47K+ 2.72% |
$87.4K - $95.3K
|
93K
$3.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.8K+ 4.49% |
$487K - $531K
|
320K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.54KNew |
$196K - $214K
|
5.54K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.1K+ 104.34% |
$1.99M - $2.17M
|
110K
$4.12M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.8K+ 4.01% |
$915K - $998K
|
670K
$25.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
494K+ 17.1% |
$17.5M - $19.1M
|
3.38M
$127M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
669New |
$23.7K - $25.9K
|
669
$25.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.45K+ 28.07% |
$158K - $172K
|
20.3K
$762K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
1.31K+ 3.24% |
$46.2K - $50.4K
|
41.6K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.8K- 13.16% |
$843K - $920K
|
157K
$5.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.04K+ 6.27% |
$72.3K - $78.9K
|
34.6K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-47- 0.43% |
$1.66K - $1.82K
|
10.9K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 1823.08% |
$8.39K - $9.16K
|
250
$9.37K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 5.35% |
$38.6K - $42.1K
|
21.5K
$804K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.07K- 7.1% |
$321K - $351K
|
119K
$4.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9.7K+ 2.13% |
$344K - $375K
|
466K
$17.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.1K+ 54.77% |
$1.1M - $1.2M
|
87.8K
$3.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 8.62% |
$401K - $437K
|
143K
$5.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.02K- 10.6% |
$71.4K - $77.9K
|
17K
$637K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 4.5% |
$2.02K - $2.2K
|
1.32K
$49.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
772+ 2.17% |
$27.3K - $29.8K
|
36.3K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20K+ 73.66% |
$707K - $771K
|
47K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.7K+ 13.02% |
$450K - $491K
|
110K
$4.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-83.4K- 30.69% |
$2.95M - $3.22M
|
188K
$7.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.72K+ 9.37% |
$273K - $298K
|
90K
$3.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.18K+ 6.81% |
$219K - $239K
|
96.8K
$3.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-3.19K- 12.87% |
$113K - $123K
|
21.6K
$809K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
724+ 2.08% |
$25.6K - $28K
|
35.5K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1.23K- 1.59% |
$43.6K - $47.6K
|
76.3K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47.3K+ 41.36% |
$1.67M - $1.83M
|
162K
$6.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.23K+ 18.63% |
$114K - $125K
|
20.6K
$771K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32.2K+ 53.68% |
$1.14M - $1.24M
|
92.1K
$3.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.65KNew |
$342K - $373K
|
9.65K
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
282+ 0.48% |
$9.99K - $10.9K
|
58.8K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 51.38% |
$188K - $206K
|
15.7K
$588K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.87K+ 22.91% |
$172K - $188K
|
26.1K
$980K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
51.9KNew |
$1.84M - $2M
|
51.9K
$1.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.76K- 3.36% |
$97.6K - $106K
|
79.4K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.2K- 16.29% |
$752K - $820K
|
109K
$4.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.11% |
$54.6K - $59.6K
|
140K
$5.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-679- 5.92% |
$24.1K - $26.2K
|
10.8K
$404K
|
|