Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
31.6KNew |
$860K - $977K
|
31.6K
$1.26M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
31.4KNew |
$854K - $971K
|
31.4K
$1.26M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
30.5K+ 63.62% |
$830K - $944K
|
78.6K
$3.14M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
30.5K+ 63.62% |
$830K - $944K
|
78.6K
$3.14M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.4K+ 27.63% |
$798K - $908K
|
136K
$5.43M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.7KNew |
$781K - $888K
|
28.7K
$1.15M
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
28KNew |
$759K - $863K
|
28K
$1.12M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
27.1KNew |
$737K - $838K
|
27.1K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.7K+ 288.79% |
$697K - $793K
|
34.6K
$1.38M
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
24.5KNew |
$664K - $755K
|
24.5K
$978K
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
24.2KNew |
$657K - $747K
|
24.2K
$967K
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
23.9KNew |
$650K - $738K
|
23.9K
$956K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 18.67% |
$616K - $700K
|
144K
$5.76M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.7KNew |
$562K - $639K
|
20.7K
$827K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.4K+ 284.5% |
$556K - $632K
|
27.6K
$1.1M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8KNew |
$539K - $613K
|
19.8K
$793K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.4K+ 50.2% |
$528K - $600K
|
58.1K
$2.32M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19KNew |
$515K - $585K
|
19K
$758K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.8KNew |
$484K - $550K
|
17.8K
$712K
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
15KNew |
$407K - $463K
|
15K
$599K
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
14KNew |
$381K - $433K
|
14K
$560K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.3KNew |
$362K - $411K
|
13.3K
$532K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$322K - $367K
|
11.9K
$474K
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
11.1KNew |
$303K - $344K
|
11.1K
$445K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 10.17% |
$276K - $314K
|
110K
$4.4M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9.78KNew |
$266K - $302K
|
9.78K
$391K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.65K+ 122.84% |
$235K - $267K
|
15.7K
$627K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.29KNew |
$225K - $256K
|
8.29K
$331K
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.91KNew |
$215K - $244K
|
7.91K
$316K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.75K+ 44.88% |
$210K - $239K
|
25K
$1M
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.73KNew |
$210K - $239K
|
7.73K
$309K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.64KNew |
$208K - $236K
|
7.64K
$306K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.57KNew |
$206K - $234K
|
7.57K
$303K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.28K+ 9.86% |
$198K - $225K
|
81.1K
$3.24M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.6K+ 18.94% |
$179K - $204K
|
41.4K
$1.66M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.83K+ 40.63% |
$159K - $180K
|
20.2K
$807K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.98K+ 206.48% |
$108K - $123K
|
5.91K
$236K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.93K+ 44.48% |
$107K - $121K
|
12.8K
$511K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.68K+ 4.85% |
$100K - $114K
|
79.6K
$3.18M
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.21K+ 11.31% |
$87.1K - $99.1K
|
31.6K
$1.26M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.07K+ 35.83% |
$83.3K - $94.7K
|
11.6K
$465K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.69K+ 5.27% |
$73.1K - $83.1K
|
53.7K
$2.15M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.53K+ 16.33% |
$68.8K - $78.3K
|
18.1K
$722K
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
2.52K+ 36.71% |
$68.4K - $77.7K
|
9.37K
$375K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.48KNew |
$67.5K - $76.7K
|
2.48K
$99.3K
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.81K+ 13.63% |
$49.2K - $55.9K
|
15.1K
$603K
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.67K+ 18.22% |
$45.4K - $51.6K
|
10.8K
$433K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.57KNew |
$42.6K - $48.4K
|
1.57K
$62.7K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.43K+ 276.7% |
$38.7K - $44K
|
1.94K
$77.6K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 5.09% |
$31.7K - $36K
|
24.1K
$963K
|