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 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.23% |
$35.4 - $38.7
|
427
$16K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 11.11% |
$35.4 - $38.7
|
8
$300
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-18- 0.12% |
$638 - $696
|
15.2K
$568K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-26- 0.37% |
$921 - $1K
|
6.95K
$261K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-40- 0.14% |
$1.42K - $1.55K
|
28.2K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-47- 0.43% |
$1.66K - $1.82K
|
10.9K
$409K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-69- 0.3% |
$2.44K - $2.67K
|
22.7K
$852K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-76- 0.75% |
$2.69K - $2.94K
|
10.1K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-90- 5.59% |
$3.19K - $3.48K
|
1.52K
$57K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-111- 1.25% |
$3.93K - $4.29K
|
8.76K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-113- 0.2% |
$4K - $4.37K
|
56.9K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-124- 1.3% |
$4.39K - $4.79K
|
9.4K
$352K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-139- 1.54% |
$4.92K - $5.37K
|
8.89K
$333K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-204- 0.66% |
$7.23K - $7.88K
|
30.6K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-249- 3.03% |
$8.82K - $9.62K
|
7.97K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-271- 6.7% |
$9.6K - $10.5K
|
3.78K
$142K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-282- 1.59% |
$9.99K - $10.9K
|
17.5K
$656K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-300- 31.61% |
$10.6K - $11.6K
|
649
$24.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-396- 0.31% |
$14K - $15.3K
|
128K
$4.81M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-412- 0.57% |
$14.6K - $15.9K
|
71.6K
$2.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-426- 1.39% |
$15.1K - $16.5K
|
30.2K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-450- 3.91% |
$15.9K - $17.4K
|
11.1K
$415K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-534- 0.46% |
$18.9K - $20.6K
|
115K
$4.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-554- 1.59% |
$19.6K - $21.4K
|
34.2K
$1.28M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-571- 35.18% |
$20.2K - $22.1K
|
1.05K
$39.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-571- 1.31% |
$20.2K - $22.1K
|
43.2K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-657- 2.78% |
$23.3K - $25.4K
|
22.9K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-658- 69.12% |
$23.3K - $25.4K
|
294
$11K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-679- 5.92% |
$24.1K - $26.2K
|
10.8K
$404K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-706- 0.78% |
$25K - $27.3K
|
89.4K
$3.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-791- 1.36% |
$28K - $30.6K
|
57.5K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-843- 0.96% |
$29.9K - $32.6K
|
86.8K
$3.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-882- 8.61% |
$31.2K - $34.1K
|
9.36K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.02K- 16.07% |
$36.3K - $39.6K
|
5.35K
$200K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 7.15% |
$36.5K - $39.8K
|
13.4K
$502K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.08K- 13.13% |
$38.1K - $41.6K
|
7.12K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.17K- 21.69% |
$41.5K - $45.3K
|
4.24K
$159K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.21K- 7.17% |
$42.9K - $46.8K
|
15.7K
$588K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1.23K- 1.59% |
$43.6K - $47.6K
|
76.3K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.25K- 14.95% |
$44.3K - $48.3K
|
7.11K
$267K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 50.26% |
$48.4K - $52.8K
|
1.35K
$50.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.42K- 82.69% |
$50.4K - $55K
|
298
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-1.58K- 1.83% |
$55.8K - $60.9K
|
84.6K
$3.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.6K- 5.64% |
$56.5K - $61.6K
|
26.7K
$1M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.75K- 9.69% |
$61.8K - $67.5K
|
16.3K
$610K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.8K- 7.99% |
$63.8K - $69.6K
|
20.7K
$777K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.92K- 1.0% |
$67.9K - $74.1K
|
189K
$7.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 11.53% |
$67.9K - $74.1K
|
14.7K
$552K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.02K- 10.6% |
$71.4K - $77.9K
|
17K
$637K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.03K- 1.18% |
$72K - $78.6K
|
171K
$6.39M
|
|