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 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.02% |
$106 - $116
|
17.7K
$664K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.23% |
$70.8 - $77.3
|
862
$32.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$70.8 - $77.3
|
11.9K
$447K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$35.4 - $38.7
|
96.6K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.26% |
$35.4 - $38.7
|
379
$14.2K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
123K+ 20.46% |
$3.62M - $4.33M
|
721K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
88.4KNew |
$2.61M - $3.12M
|
88.4K
$3.32M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
57.9K+ 505.5% |
$1.71M - $2.05M
|
69.4K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36.2K+ 19.89% |
$1.07M - $1.28M
|
218K
$8.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
34.4K+ 32.78% |
$1.02M - $1.21M
|
139K
$5.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30.8K+ 12.55% |
$909K - $1.09M
|
276K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.7KNew |
$905K - $1.08M
|
30.7K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
24KNew |
$708K - $846K
|
24K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 3.5% |
$701K - $838K
|
702K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.2KNew |
$509K - $609K
|
17.2K
$646K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17.2K+ 5.61% |
$507K - $607K
|
324K
$12.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.8K+ 48.95% |
$497K - $595K
|
51.3K
$1.92M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
15.8K+ 7.45% |
$467K - $558K
|
228K
$8.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
15.6K+ 106.27% |
$461K - $552K
|
30.3K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.5K+ 82.68% |
$370K - $442K
|
27.7K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.31KNew |
$245K - $293K
|
8.31K
$311K
|
|
|
Aug 04, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
8.18KNew |
$241K - $289K
|
8.18K
$307K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.04K+ 40.43% |
$178K - $213K
|
21K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.03KNew |
$178K - $213K
|
6.03K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6KNew |
$177K - $212K
|
6K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.83KNew |
$172K - $206K
|
5.83K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.24KNew |
$125K - $150K
|
4.24K
$159K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.14K+ 5.02% |
$122K - $146K
|
86.7K
$3.25M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.84K+ 7.43% |
$83.8K - $100K
|
41K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.58K+ 15.95% |
$76.2K - $91.1K
|
18.8K
$703K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.5K+ 67.86% |
$73.8K - $88.3K
|
6.18K
$232K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.53KNew |
$45.1K - $54K
|
1.53K
$57.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.35KNew |
$39.8K - $47.6K
|
1.35K
$50.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.2KNew |
$35.4K - $42.4K
|
1.2K
$45K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
962New |
$28.4K - $34K
|
962
$36.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
908+ 1.86% |
$26.8K - $32.1K
|
49.9K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
746+ 0.73% |
$22K - $26.3K
|
103K
$3.85M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
420New |
$12.4K - $14.8K
|
420
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
269New |
$7.94K - $9.5K
|
269
$10.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
226New |
$6.67K - $7.98K
|
226
$8.47K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
198New |
$5.84K - $6.99K
|
198
$7.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
198+ 0.33% |
$5.84K - $6.99K
|
59.4K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
92New |
$2.72K - $3.25K
|
92
$3.45K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
90+ 37.97% |
$2.66K - $3.18K
|
327
$12.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
74New |
$2.18K - $2.61K
|
74
$2.77K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
24+ 0.33% |
$708 - $847
|
7.27K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$384 - $459
|
13
$487
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$29.5 - $35.3
|
1
$37.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|