Purchases and Sales Made in Q3 2025 in First Tr ETF Vi Smid Cap Risin (SDVY)
This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI SMID CAP RISIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.99M+ 37.68% |
$70.4M - $76.8M
|
7.26M
$272M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
825K+ 6.87% |
$29.2M - $31.9M
|
12.8M
$482M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
614K+ 8.33% |
$21.8M - $23.7M
|
7.98M
$299M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
553K+ 4.62% |
$19.6M - $21.4M
|
12.5M
$470M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
529K+ 20.34% |
$18.7M - $20.4M
|
3.13M
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
526KNew |
$18.6M - $20.3M
|
526K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514K+ 14.85% |
$18.2M - $19.9M
|
3.98M
$149M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
494K+ 17.1% |
$17.5M - $19.1M
|
3.38M
$127M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
345K+ 5.39% |
$12.2M - $13.3M
|
6.75M
$253M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
263K+ 798.18% |
$9.3M - $10.1M
|
296K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
244KNew |
$8.62M - $9.41M
|
244K
$9.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
221K+ 8.06% |
$7.84M - $8.55M
|
2.97M
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 0.93% |
$7.79M - $8.5M
|
23.8M
$891M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
203K+ 3.51% |
$7.2M - $7.86M
|
5.99M
$225M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
200KNew |
$7.09M - $7.74M
|
200K
$7.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
199K+ 5.0% |
$7.04M - $7.68M
|
4.17M
$156M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
195K+ 10.05% |
$6.9M - $7.53M
|
2.13M
$80M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
186K+ 27.89% |
$6.6M - $7.2M
|
854K
$32M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
144K+ 351.16% |
$5.09M - $5.56M
|
185K
$6.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
100K+ 8.42% |
$3.56M - $3.88M
|
1.29M
$48.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
100K+ 81.95% |
$3.54M - $3.86M
|
222K
$8.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.4K+ 3.14% |
$3.31M - $3.61M
|
3.07M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.2K+ 7.13% |
$3.3M - $3.6M
|
1.4M
$52.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
91.1K+ 77.74% |
$3.23M - $3.52M
|
208K
$7.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
89.8K+ 66.47% |
$3.18M - $3.47M
|
225K
$8.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
86.4K+ 3.64% |
$3.06M - $3.34M
|
2.46M
$92.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85K+ 3.0% |
$3.01M - $3.29M
|
2.92M
$109M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
83.7K+ 46.14% |
$2.96M - $3.23M
|
265K
$9.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82.3K+ 6.3% |
$2.91M - $3.18M
|
1.39M
$52.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
68.7KNew |
$2.43M - $2.66M
|
68.7K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
66.4K+ 39.77% |
$2.35M - $2.57M
|
233K
$8.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
64.7K+ 96.97% |
$2.29M - $2.5M
|
131K
$4.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
60.8K+ 25.99% |
$2.15M - $2.35M
|
295K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
59.8K+ 217.52% |
$2.12M - $2.31M
|
87.4K
$3.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59.8K+ 16.72% |
$2.12M - $2.31M
|
418K
$15.7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
58.1KNew |
$2.06M - $2.24M
|
58.1K
$2.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
57.2K+ 67.42% |
$2.03M - $2.21M
|
142K
$5.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.1K+ 104.34% |
$1.99M - $2.17M
|
110K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55.8K+ 46.19% |
$1.98M - $2.16M
|
177K
$6.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
53.4K+ 1.94% |
$1.89M - $2.06M
|
2.8M
$105M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
52.8K+ 8.82% |
$1.87M - $2.04M
|
652K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
52.3KNew |
$1.85M - $2.02M
|
52.3K
$1.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
51.9KNew |
$1.84M - $2M
|
51.9K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.8KNew |
$1.83M - $2M
|
51.8K
$1.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
47.9K+ 105.46% |
$1.7M - $1.85M
|
93.2K
$3.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47.3K+ 41.36% |
$1.67M - $1.83M
|
162K
$6.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
46.2KNew |
$1.64M - $1.79M
|
46.2K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
42.1KNew |
$1.49M - $1.63M
|
42.1K
$1.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
40.4KNew |
$1.43M - $1.56M
|
40.4K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.1K+ 14.08% |
$1.35M - $1.47M
|
308K
$11.6M
|
|