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 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-665- 2.66% |
$23.6K - $26.8K
|
24.3K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
224+ 1.08% |
$7.94K - $9.03K
|
21K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.38K- 10.66% |
$155K - $176K
|
36.7K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
760New |
$26.9K - $30.7K
|
760
$25.3K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
36KNew |
$1.28M - $1.45M
|
36K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.53K+ 26.0% |
$89.7K - $102K
|
12.3K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.22K+ 2.73% |
$150K - $170K
|
159K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.39K- 6.37% |
$49.4K - $56.2K
|
20.5K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.83K+ 10.63% |
$278K - $316K
|
81.5K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.5K+ 5.09% |
$88.5K - $101K
|
51.6K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
668+ 1.41% |
$23.7K - $26.9K
|
48.1K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49.3K+ 34.25% |
$1.75M - $1.99M
|
193K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.08K+ 48.44% |
$215K - $245K
|
18.6K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
516+ 19.45% |
$18.3K - $20.8K
|
3.17K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
3.96K+ 40.04% |
$140K - $160K
|
13.8K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.1KNew |
$2.45M - $2.79M
|
69.1K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
314KNew |
$11.1M - $12.7M
|
314K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 1.94% |
$177K - $201K
|
252K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.28K+ 25.51% |
$152K - $173K
|
21.1K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.01% |
$35.5 - $40.3
|
10.9K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.3K- 42.12% |
$968K - $1.1M
|
37.5K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40.1K+ 29.23% |
$1.42M - $1.62M
|
177K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-261- 30.78% |
$9.25K - $10.5K
|
587
$19.5K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1.69K+ 26.05% |
$59.9K - $68.2K
|
8.18K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-398- 3.02% |
$14.1K - $16.1K
|
12.8K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.22KNew |
$220K - $251K
|
6.22K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.4K+ 10.22% |
$654K - $743K
|
199K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.7K+ 33.25% |
$485K - $552K
|
54.9K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.01KNew |
$71.1K - $80.9K
|
2.01K
$66.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.52KNew |
$302K - $344K
|
8.52K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.3K+ 10.06% |
$615K - $699K
|
190K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.38K+ 6.7% |
$191K - $217K
|
85.6K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-415- 0.56% |
$14.7K - $16.7K
|
73.5K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
37+ 0.52% |
$1.31K - $1.49K
|
7.21K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.2K+ 16.42% |
$752K - $855K
|
150K
$5.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
710+ 20.03% |
$25.2K - $28.6K
|
4.26K
$142K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.29K+ 2.89% |
$81K - $92.2K
|
81.5K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.2K+ 73.64% |
$611K - $696K
|
40.7K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267K+ 8.25% |
$9.48M - $10.8M
|
3.51M
$117M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.96K- 44.75% |
$69.5K - $79.1K
|
2.42K
$80.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.2K- 38.59% |
$538K - $612K
|
24.2K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.14KNew |
$324K - $369K
|
9.14K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.6K+ 7.39% |
$481K - $547K
|
197K
$6.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-74- 0.69% |
$2.62K - $2.98K
|
10.7K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 48.58% |
$112K - $128K
|
9.69K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 9.24% |
$71.8K - $81.6K
|
23.9K
$797K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
46New |
$1.63K - $1.86K
|
46
$1.53K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.8K+ 8.53% |
$561K - $638K
|
201K
$6.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05K+ 202.5% |
$144K - $163K
|
6.05K
$201K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.25K- 0.22% |
$44.2K - $50.3K
|
565K
$18.8M
|