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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.72K+ 9.37% |
$273K - $298K
|
90K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.6K+ 61.17% |
$269K - $294K
|
20K
$751K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.43KNew |
$263K - $287K
|
7.43K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.39K+ 1.26% |
$262K - $286K
|
594K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26KNew |
$257K - $281K
|
7.26K
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
7.11KNew |
$252K - $275K
|
7.11K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 70.03% |
$240K - $262K
|
16.4K
$616K
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.75KNew |
$239K - $261K
|
6.75K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.37KNew |
$226K - $246K
|
6.37K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.29K+ 15.64% |
$223K - $243K
|
46.5K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.04K+ 57.23% |
$214K - $233K
|
16.6K
$622K
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.98K+ 1.73% |
$212K - $231K
|
352K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
5.92K+ 7.07% |
$210K - $229K
|
89.7K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.86K+ 9.62% |
$208K - $226K
|
66.8K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.7KNew |
$202K - $220K
|
5.7K
$214K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.62K+ 7.36% |
$199K - $217K
|
82K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.62K+ 6.05% |
$199K - $217K
|
98.6K
$3.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.6K+ 4243.94% |
$198K - $217K
|
5.73K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.54KNew |
$196K - $214K
|
5.54K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.52K+ 14.2% |
$196K - $213K
|
44.4K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.51KNew |
$195K - $213K
|
5.51K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
5.27KNew |
$187K - $204K
|
5.27K
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.9K+ 38.53% |
$174K - $190K
|
17.6K
$661K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.77K+ 66.11% |
$169K - $184K
|
12K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 41.32% |
$165K - $180K
|
16K
$599K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.17K+ 5.79% |
$148K - $161K
|
76.3K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.81K+ 2.98% |
$135K - $147K
|
131K
$4.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.71K+ 1.84% |
$131K - $143K
|
206K
$7.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.63K+ 12.69% |
$129K - $140K
|
32.2K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.54K+ 5.88% |
$125K - $137K
|
63.8K
$2.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.43K+ 4.24% |
$121K - $132K
|
84.1K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.38K+ 17.65% |
$120K - $131K
|
22.5K
$844K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.32K+ 5.77% |
$118K - $128K
|
60.8K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.23K+ 18.63% |
$114K - $125K
|
20.6K
$771K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.2K+ 10.7% |
$113K - $124K
|
33.1K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
3.18K+ 21.3% |
$113K - $123K
|
18.1K
$679K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.13K+ 3.37% |
$111K - $121K
|
96K
$3.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
3.1K+ 16.18% |
$110K - $120K
|
22.2K
$834K
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.02K+ 2.36% |
$107K - $117K
|
131K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.99K+ 9.17% |
$106K - $116K
|
35.6K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.97K+ 3.2% |
$105K - $115K
|
95.7K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.93K+ 4.04% |
$104K - $113K
|
75.6K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.92K+ 38.73% |
$103K - $113K
|
10.5K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.87K+ 16.65% |
$102K - $111K
|
20.1K
$753K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.87K+ 9.93% |
$102K - $111K
|
31.7K
$1.19M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.82K+ 5.63% |
$99.8K - $109K
|
52.9K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.64K+ 43.3% |
$93.6K - $102K
|
8.75K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.57K+ 7.13% |
$91K - $99.3K
|
38.6K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.53K+ 8.59% |
$89.7K - $97.9K
|
32K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.53K+ 24.11% |
$89.6K - $97.8K
|
13K
$488K
|
|