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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
724+ 2.08% |
$25.6K - $28K
|
35.5K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
693+ 3.17% |
$24.5K - $26.8K
|
22.5K
$844K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
687+ 56.64% |
$24.3K - $26.6K
|
1.9K
$71.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
669New |
$23.7K - $25.9K
|
669
$25.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
662+ 4.81% |
$23.4K - $25.6K
|
14.4K
$540K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
650New |
$23K - $25.1K
|
650
$24.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
643+ 6.48% |
$22.8K - $24.9K
|
10.6K
$396K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
619+ 3.66% |
$21.9K - $23.9K
|
17.5K
$658K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
610+ 3.16% |
$21.6K - $23.6K
|
19.9K
$746K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
576New |
$20.4K - $22.3K
|
576
$21.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
542+ 3.29% |
$19.2K - $20.9K
|
17K
$638K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
482New |
$17.1K - $18.6K
|
482
$18.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
480+ 7.07% |
$17K - $18.6K
|
7.27K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
450New |
$15.9K - $17.4K
|
450
$16.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
431+ 2.25% |
$15.3K - $16.7K
|
19.6K
$733K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
423+ 2.13% |
$15K - $16.3K
|
20.3K
$760K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
416+ 3.59% |
$14.7K - $16.1K
|
12K
$450K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
414+ 4.91% |
$14.7K - $16K
|
8.84K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
407+ 4.96% |
$14.4K - $15.7K
|
8.61K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
398+ 4.51% |
$14.1K - $15.4K
|
9.23K
$346K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
396+ 12.62% |
$14K - $15.3K
|
3.53K
$132K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
360+ 0.17% |
$12.8K - $13.9K
|
207K
$7.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
339+ 7.37% |
$12K - $13.1K
|
4.94K
$185K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
337+ 1.72% |
$11.9K - $13K
|
19.9K
$748K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
334+ 1.28% |
$11.8K - $12.9K
|
26.5K
$994K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
302+ 5.11% |
$10.7K - $11.7K
|
6.21K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
300+ 1.35% |
$10.6K - $11.6K
|
22.5K
$844K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
284+ 0.54% |
$10.1K - $11K
|
52.5K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
282+ 0.48% |
$9.99K - $10.9K
|
58.8K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
253+ 1.11% |
$8.96K - $9.78K
|
23.1K
$865K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 1823.08% |
$8.39K - $9.16K
|
250
$9.37K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
229+ 1.58% |
$8.11K - $8.85K
|
14.7K
$552K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200+ 11.17% |
$7.08K - $7.73K
|
1.99K
$74.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
177+ 1.74% |
$6.27K - $6.84K
|
10.4K
$388K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 1.47% |
$5.35K - $5.84K
|
10.4K
$391K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
136+ 1.07% |
$4.82K - $5.26K
|
12.8K
$480K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
134New |
$4.75K - $5.18K
|
134
$5.02K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 0.48% |
$4.43K - $4.83K
|
26.2K
$983K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
99New |
$3.51K - $3.83K
|
99
$3.71K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
95+ 1.26% |
$3.36K - $3.67K
|
7.65K
$287K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
71+ 0.61% |
$2.51K - $2.74K
|
11.7K
$438K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
35+ 15.91% |
$1.24K - $1.35K
|
255
$9.56K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 9.43% |
$992 - $1.08K
|
325
$12.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
27+ 0.24% |
$956 - $1.04K
|
11.1K
$417K
|
|