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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 11.06% |
$1.01M - $1.1M
|
286K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
26K+ 198.81% |
$920K - $1M
|
39K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.8K+ 4.01% |
$915K - $998K
|
670K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.8K+ 4.62% |
$913K - $996K
|
584K
$21.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24.7KNew |
$875K - $955K
|
24.7K
$927K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.6K+ 36.23% |
$871K - $951K
|
92.5K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.3K+ 33.19% |
$827K - $902K
|
93.6K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22.5K+ 4.16% |
$797K - $870K
|
563K
$21.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22K+ 19.14% |
$779K - $850K
|
137K
$5.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.5K+ 11.93% |
$760K - $829K
|
201K
$7.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$737K - $804K
|
20.8K
$780K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20.7K+ 7.93% |
$733K - $799K
|
282K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.3K+ 17.26% |
$719K - $785K
|
138K
$5.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
20.1KNew |
$713K - $778K
|
20.1K
$755K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20K+ 73.66% |
$707K - $771K
|
47K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 87.38% |
$697K - $760K
|
42.2K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.4K+ 165.99% |
$688K - $751K
|
31.1K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19K+ 7.09% |
$671K - $733K
|
286K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
17.4K+ 49.22% |
$618K - $674K
|
52.9K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
17.1K+ 180.57% |
$606K - $661K
|
26.6K
$996K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.9KNew |
$598K - $653K
|
16.9K
$633K
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.2K+ 3.87% |
$572K - $625K
|
433K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.3K+ 1.21% |
$542K - $592K
|
1.28M
$48M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.8K+ 3.54% |
$489K - $534K
|
404K
$15.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.8K+ 4.49% |
$487K - $531K
|
320K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
13.5KNew |
$478K - $522K
|
13.5K
$506K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
13.3KNew |
$469K - $512K
|
13.3K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.1KNew |
$462K - $505K
|
13.1K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.9K+ 4.45% |
$457K - $499K
|
303K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.7K+ 13.02% |
$450K - $491K
|
110K
$4.14M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 26.42% |
$447K - $488K
|
60.4K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 41.75% |
$428K - $467K
|
41.1K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.8KNew |
$419K - $457K
|
11.8K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
11.3KNew |
$400K - $436K
|
11.3K
$423K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.7K+ 8.24% |
$379K - $413K
|
140K
$5.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.6K+ 4.27% |
$374K - $408K
|
258K
$9.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.3K+ 5.81% |
$365K - $398K
|
188K
$7.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
10.2K+ 2.43% |
$363K - $396K
|
432K
$16.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2K+ 7.3% |
$361K - $393K
|
150K
$5.61M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10K+ 3.38% |
$355K - $388K
|
307K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.92KNew |
$351K - $383K
|
9.92K
$372K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9.7K+ 2.13% |
$344K - $375K
|
466K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.65KNew |
$342K - $373K
|
9.65K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.55KNew |
$303K - $331K
|
8.55K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
8.5KNew |
$301K - $329K
|
8.5K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.21KNew |
$291K - $317K
|
8.21K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.14K+ 14.74% |
$288K - $315K
|
63.4K
$2.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.88K+ 38.89% |
$279K - $305K
|
28.2K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.87K+ 28.53% |
$279K - $304K
|
35.5K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.8K+ 29.51% |
$276K - $302K
|
34.2K
$1.28M
|
|