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 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-39.9K- 18.81% |
$1.41M - $1.54M
|
172K
$6.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.9K+ 38.53% |
$174K - $190K
|
17.6K
$661K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.7KNew |
$202K - $220K
|
5.7K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
337+ 1.72% |
$11.9K - $13K
|
19.9K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9.01K- 4.35% |
$319K - $348K
|
198K
$7.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-554- 1.59% |
$19.6K - $21.4K
|
34.2K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 23.74% |
$551K - $601K
|
81.1K
$3.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.07K+ 7.31% |
$73.3K - $80K
|
30.4K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
423+ 2.13% |
$15K - $16.3K
|
20.3K
$760K
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.69K+ 7.52% |
$59.9K - $65.3K
|
24.2K
$906K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.14K- 4.71% |
$75.7K - $82.6K
|
43.2K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59.8K+ 16.72% |
$2.12M - $2.31M
|
418K
$15.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.71K+ 1.1% |
$60.6K - $66.1K
|
157K
$5.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-26.5K- 10.02% |
$939K - $1.03M
|
238K
$8.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 41.75% |
$428K - $467K
|
41.1K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.87K- 7.98% |
$137K - $149K
|
44.6K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
60.8K+ 25.99% |
$2.15M - $2.35M
|
295K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951New |
$33.7K - $36.8K
|
951
$35.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.6K- 5.64% |
$56.5K - $61.6K
|
26.7K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62+ 0.18% |
$2.2K - $2.4K
|
34.4K
$1.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.87K+ 28.53% |
$279K - $304K
|
35.5K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.71K+ 1.53% |
$60.5K - $66.1K
|
113K
$4.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
35.8K+ 11.03% |
$1.27M - $1.38M
|
360K
$13.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-61.3K- 92.22% |
$2.17M - $2.37M
|
5.17K
$194K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
26K+ 198.81% |
$920K - $1M
|
39K
$1.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
71+ 0.61% |
$2.51K - $2.74K
|
11.7K
$438K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-9.34K- 75.51% |
$331K - $361K
|
3.03K
$114K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$737K - $804K
|
20.8K
$780K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.53K+ 3.6% |
$89.6K - $97.8K
|
72.8K
$2.73M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.03K- 1.18% |
$72K - $78.6K
|
171K
$6.39M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
15.8K+ 7.45% |
$467K - $558K
|
228K
$8.54M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-107K- 1.82% |
$3.17M - $3.79M
|
5.79M
$217M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
57.9K+ 505.5% |
$1.71M - $2.05M
|
69.4K
$2.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.53KNew |
$45.1K - $54K
|
1.53K
$57.3K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.04K+ 40.43% |
$178K - $213K
|
21K
$786K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
198New |
$5.84K - $6.99K
|
198
$7.42K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.84K+ 7.43% |
$83.8K - $100K
|
41K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-694- 9.18% |
$20.5K - $24.5K
|
6.87K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.03KNew |
$178K - $213K
|
6.03K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
269New |
$7.94K - $9.5K
|
269
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.2KNew |
$509K - $609K
|
17.2K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.35KNew |
$39.8K - $47.6K
|
1.35K
$50.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
15.6K+ 106.27% |
$461K - $552K
|
30.3K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
24KNew |
$708K - $846K
|
24K
$899K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-7.96K- 10.81% |
$235K - $281K
|
65.7K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
198+ 0.33% |
$5.84K - $6.99K
|
59.4K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.83KNew |
$172K - $206K
|
5.83K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.24KNew |
$125K - $150K
|
4.24K
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
746+ 0.73% |
$22K - $26.3K
|
103K
$3.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36.2K+ 19.89% |
$1.07M - $1.28M
|
218K
$8.18M
|
|