Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-245K- 97.06% |
$7.97M - $9.32M
|
7.44K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-113K- 68.1% |
$3.67M - $4.29M
|
52.9K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-56.4K- 35.47% |
$1.83M - $2.14M
|
103K
$3.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39.1K- 57.73% |
$1.27M - $1.49M
|
28.6K
$897K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-24.2K- 6.01% |
$785K - $918K
|
378K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-18.2K- 68.52% |
$591K - $691K
|
8.35K
$262K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16K- 8.05% |
$520K - $608K
|
183K
$5.73M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-14.3K- 51.5% |
$465K - $544K
|
13.5K
$423K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.64K- 36.3% |
$281K - $328K
|
15.2K
$475K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.26K- 5.7% |
$171K - $200K
|
86.9K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.34K- 2.89% |
$141K - $165K
|
146K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.16K- 97.01% |
$135K - $158K
|
128
$4.01K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-4.12K- 6.86% |
$134K - $157K
|
56K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.63K- 16.6% |
$52.8K - $61.8K
|
8.17K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.57K- 18.38% |
$50.9K - $59.5K
|
6.95K
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.43K- 13.95% |
$46.3K - $54.2K
|
8.8K
$276K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-900- 0.48% |
$29.2K - $34.2K
|
188K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-505- 8.7% |
$16.4K - $19.2K
|
5.3K
$166K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-487- 67.27% |
$15.8K - $18.5K
|
237
$7.43K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-474- 2.46% |
$15.4K - $18K
|
18.8K
$589K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-467- 0.85% |
$15.2K - $17.7K
|
54.6K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-211- 64.92% |
$6.86K - $8.02K
|
114
$3.57K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208- 14.25% |
$6.76K - $7.9K
|
1.25K
$39.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-168- 0.18% |
$5.46K - $6.38K
|
92.5K
$2.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-142- 1.54% |
$4.61K - $5.39K
|
9.07K
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-132- 1.63% |
$4.29K - $5.01K
|
7.95K
$249K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-747K- 96.88% |
$26.5M - $30.1M
|
24K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-451K- 96.21% |
$16M - $18.2M
|
17.8K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-223K- 90.31% |
$7.89M - $8.98M
|
23.9K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 67.12% |
$3.65M - $4.15M
|
50.4K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-90.1K- 48.2% |
$3.19M - $3.63M
|
96.9K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-86.8K- 21.14% |
$3.08M - $3.5M
|
324K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-66K- 65.78% |
$2.34M - $2.66M
|
34.3K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-63.5K- 38.05% |
$2.25M - $2.56M
|
103K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.2K- 2.12% |
$1.64M - $1.86M
|
2.13M
$66.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-38.1K- 10.33% |
$1.35M - $1.54M
|
330K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-33.4K- 92.2% |
$1.18M - $1.35M
|
2.83K
$88.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.7K- 19.06% |
$983K - $1.12M
|
118K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.3K- 42.12% |
$968K - $1.1M
|
37.5K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.2K- 13.29% |
$964K - $1.1M
|
177K
$5.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-24.9K- 42.74% |
$883K - $1M
|
33.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23.9K- 63.13% |
$849K - $966K
|
14K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22.9K- 64.26% |
$811K - $922K
|
12.7K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-18.5K- 24.43% |
$657K - $748K
|
57.4K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.7K- 5.19% |
$590K - $672K
|
304K
$9.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.2K- 38.59% |
$538K - $612K
|
24.2K
$757K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.4K- 5.91% |
$406K - $462K
|
182K
$5.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10.8K- 3.45% |
$382K - $435K
|
302K
$9.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-9.75K- 16.46% |
$346K - $393K
|
49.5K
$1.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.67K- 40.65% |
$343K - $390K
|
14.1K
$442K
|
|