Latest Institutional Purchases of First Tr ETF Vi Smid Cap Risin (SDVY)
This list provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
205K+ 4.91% |
$7.47M - $7.82M
|
4.38M
$164M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
80.5K+ 20.32% |
$2.94M - $3.07M
|
477K
$17.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
69K+ 71.29% |
$2.52M - $2.64M
|
166K
$6.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
60.3K+ 228.38% |
$2.2M - $2.3M
|
86.7K
$3.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
39.3K+ 190.99% |
$1.43M - $1.5M
|
59.9K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
37.2K+ 26.09% |
$1.36M - $1.42M
|
180K
$6.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
22.3K+ 40.53% |
$812K - $851K
|
77.2K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
19.6K+ 21.27% |
$714K - $748K
|
112K
$4.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.6K+ 4.94% |
$680K - $712K
|
396K
$14.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 2.72% |
$576K - $603K
|
596K
$22.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 5.25% |
$469K - $491K
|
258K
$9.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.5K+ 15.42% |
$456K - $477K
|
93.6K
$3.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
11.1K+ 3.1% |
$406K - $425K
|
370K
$13.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.66KNew |
$352K - $369K
|
9.66K
$362K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.45K+ 12.58% |
$344K - $361K
|
84.5K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
9.31K+ 12.93% |
$339K - $355K
|
81.2K
$3.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.22K+ 3.87% |
$336K - $352K
|
247K
$9.27M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 3.27% |
$315K - $330K
|
273K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.42K+ 2.86% |
$307K - $322K
|
303K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
7.58KNew |
$276K - $289K
|
7.58K
$284K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.05KNew |
$221K - $231K
|
6.05K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.04K+ 5.74% |
$184K - $192K
|
92.8K
$3.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.8K+ 1.56% |
$175K - $183K
|
313K
$11.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.69K+ 18.16% |
$135K - $141K
|
24K
$900K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.49K+ 1.66% |
$127K - $133K
|
213K
$8M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 2.21% |
$96.4K - $101K
|
122K
$4.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.18K+ 8.34% |
$79.4K - $83.2K
|
28.3K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.77K+ 21.79% |
$64.4K - $67.4K
|
9.87K
$370K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.73K+ 0.87% |
$63K - $66K
|
200K
$7.49M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.52K+ 2.13% |
$55.6K - $58.2K
|
73.1K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.24KNew |
$45.4K - $47.5K
|
1.24K
$46.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.21K+ 8.97% |
$44.1K - $46.1K
|
14.7K
$550K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
740+ 7.61% |
$27K - $28.3K
|
10.5K
$392K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
700New |
$25.5K - $26.7K
|
700
$26.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
408+ 0.36% |
$14.9K - $15.6K
|
114K
$4.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
342+ 1.13% |
$12.5K - $13.1K
|
30.7K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
284+ 4.04% |
$10.4K - $10.8K
|
7.31K
$274K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
207New |
$7.55K - $7.91K
|
207
$7.76K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
192+ 1.35% |
$7K - $7.33K
|
14.4K
$541K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
133+ 1.76% |
$4.85K - $5.08K
|
7.71K
$289K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
80+ 0.78% |
$2.92K - $3.06K
|
10.3K
$386K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
74+ 1.27% |
$2.7K - $2.83K
|
5.88K
$220K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
47+ 0.43% |
$1.71K - $1.79K
|
10.9K
$410K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
30+ 0.34% |
$1.09K - $1.15K
|
8.92K
$334K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$292 - $306
|
10.9K
$409K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.04% |
$109 - $115
|
7.22K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.47% |
$72.9 - $76.4
|
429
$16.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.05% |
$36.5 - $38.2
|
2.05K
$76.8K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.99M+ 37.68% |
$70.4M - $76.8M
|
7.26M
$272M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
825K+ 6.87% |
$29.2M - $31.9M
|
12.8M
$482M
|
|