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 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.53K+ 3.6% |
$89.6K - $97.8K
|
72.8K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2.52K+ 170.76% |
$89.2K - $97.3K
|
3.99K
$150K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 11.99% |
$89.1K - $97.2K
|
23.5K
$880K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.47K+ 6.7% |
$87.6K - $95.6K
|
39.4K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.47K+ 2.72% |
$87.4K - $95.3K
|
93K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.33K+ 5.52% |
$82.6K - $90.1K
|
44.5K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.31K+ 1.96% |
$81.9K - $89.3K
|
120K
$4.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.31K+ 5.97% |
$81.8K - $89.2K
|
41K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.2KNew |
$77.9K - $85K
|
2.2K
$82.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.14K+ 32.74% |
$75.8K - $82.7K
|
8.67K
$325K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.13K+ 43.88% |
$75.4K - $82.2K
|
6.98K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.09K+ 0.69% |
$73.9K - $80.7K
|
305K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.04K+ 6.27% |
$72.3K - $78.9K
|
34.6K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.03K+ 2.53% |
$71.8K - $78.3K
|
82.1K
$3.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 129.45% |
$71.3K - $77.8K
|
3.57K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 0.39% |
$69.3K - $75.6K
|
510K
$19.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.94K+ 5.46% |
$68.5K - $74.8K
|
37.4K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 2.83% |
$68.1K - $74.4K
|
69.8K
$2.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.91K+ 1.15% |
$67.5K - $73.7K
|
168K
$6.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.78K+ 7.73% |
$62.9K - $68.7K
|
24.8K
$928K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.71K+ 1.1% |
$60.6K - $66.1K
|
157K
$5.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.7K+ 3.83% |
$60.3K - $65.8K
|
46.2K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.69K+ 7.52% |
$59.9K - $65.3K
|
24.2K
$906K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.69K+ 2.9% |
$59.8K - $65.2K
|
59.9K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.68K+ 12.22% |
$59.5K - $64.9K
|
15.4K
$578K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.61K+ 1.53% |
$57K - $62.2K
|
106K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.6K+ 8.58% |
$56.7K - $61.9K
|
20.3K
$760K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.11% |
$54.6K - $59.6K
|
140K
$5.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.48K+ 1.45% |
$52.5K - $57.3K
|
103K
$3.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.34K+ 19.71% |
$47.5K - $51.9K
|
8.15K
$306K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.33K+ 2.21% |
$47.1K - $51.4K
|
61.4K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
1.31K+ 3.24% |
$46.2K - $50.4K
|
41.6K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.28K+ 3.02% |
$45.3K - $49.4K
|
43.6K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.24K+ 2.56% |
$44K - $48K
|
49.7K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 1.87% |
$43.4K - $47.3K
|
66.7K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.18K+ 2.0% |
$41.7K - $45.5K
|
60.2K
$2.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.16K+ 7.9% |
$41K - $44.8K
|
15.8K
$593K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 5.35% |
$38.6K - $42.1K
|
21.5K
$804K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.07K+ 1.15% |
$37.8K - $41.3K
|
94.3K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 0.36% |
$36.9K - $40.3K
|
289K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
973+ 0.57% |
$34.5K - $37.6K
|
170K
$6.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
956+ 1.85% |
$33.9K - $36.9K
|
52.5K
$1.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951New |
$33.7K - $36.8K
|
951
$35.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
875+ 236.49% |
$31K - $33.8K
|
1.25K
$46.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
867+ 3.35% |
$30.7K - $33.5K
|
26.7K
$1M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
784+ 7.64% |
$27.8K - $30.3K
|
11K
$414K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
772+ 2.17% |
$27.3K - $29.8K
|
36.3K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
764+ 10.03% |
$27.1K - $29.5K
|
8.38K
$314K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
756+ 1.11% |
$26.8K - $29.2K
|
68.9K
$2.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
727+ 3.94% |
$25.8K - $28.1K
|
19.2K
$718K
|
|