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
|
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 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.77K+ 2.52% |
$62.6K - $68.3K
|
71.9K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.71K+ 1.1% |
$60.6K - $66.1K
|
157K
$5.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.71K+ 1.53% |
$60.5K - $66.1K
|
113K
$4.25M
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.26K+ 5.0% |
$44.6K - $48.7K
|
26.4K
$990K
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.22K+ 9.95% |
$43.1K - $47.1K
|
13.5K
$505K
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
824+ 0.31% |
$29.2K - $31.8K
|
264K
$9.9M
|
|
|
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
|
|