Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
396K+ 28.62% |
$9.36M - $11.2M
|
1.78M
$69.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
396K+ 28.62% |
$9.36M - $11.2M
|
1.78M
$69.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
376K+ 9.32% |
$8.89M - $10.6M
|
4.41M
$172M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
305K+ 39.33% |
$7.21M - $8.62M
|
1.08M
$42.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
255K+ 234.94% |
$6.02M - $7.2M
|
364K
$14.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
186KNew |
$4.39M - $5.25M
|
186K
$7.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
172KNew |
$4.06M - $4.85M
|
172K
$6.69M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
170K+ 31.61% |
$4.02M - $4.81M
|
709K
$27.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
102K+ 325.76% |
$2.42M - $2.89M
|
134K
$5.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
101K+ 15.26% |
$2.39M - $2.86M
|
766K
$29.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.1K+ 9.87% |
$2.13M - $2.54M
|
1M
$39M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 33.57% |
$1.99M - $2.38M
|
335K
$13M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83K+ 15.0% |
$1.96M - $2.34M
|
636K
$24.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.2KNew |
$1.61M - $1.93M
|
68.2K
$2.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.6K+ 1076.27% |
$1.5M - $1.8M
|
69.5K
$2.7M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
57.9K+ 30.18% |
$1.37M - $1.64M
|
250K
$9.72M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
57.2K+ 340.67% |
$1.35M - $1.62M
|
74K
$2.88M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
52.3K+ 126.64% |
$1.24M - $1.48M
|
93.6K
$3.64M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.2K+ 26.73% |
$1.21M - $1.44M
|
243K
$9.44M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
48.2KNew |
$1.14M - $1.36M
|
48.2K
$1.87M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47K+ 62.97% |
$1.11M - $1.33M
|
122K
$4.73M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
45.2KNew |
$1.07M - $1.28M
|
45.2K
$1.76M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.3KNew |
$928K - $1.11M
|
39.3K
$1.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
30.3K+ 13476.89% |
$716K - $856K
|
30.5K
$1.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
30.1K+ 67.5% |
$711K - $850K
|
74.7K
$2.91M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
28.4K+ 68.57% |
$671K - $802K
|
69.8K
$2.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23.7K+ 7.14% |
$560K - $669K
|
356K
$13.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.5KNew |
$531K - $634K
|
22.5K
$874K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
21.6KNew |
$511K - $611K
|
21.6K
$842K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
21.1K+ 2162.95% |
$499K - $597K
|
22.1K
$860K
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
19.7K+ 81.61% |
$466K - $557K
|
43.9K
$1.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.4KNew |
$458K - $547K
|
19.4K
$754K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.7K+ 83.11% |
$442K - $528K
|
41.2K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.9KNew |
$398K - $476K
|
16.9K
$656K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4K+ 18.14% |
$388K - $464K
|
107K
$4.16M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.5KNew |
$365K - $437K
|
15.5K
$602K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4KNew |
$292K - $349K
|
12.4K
$482K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
12.1K+ 124.19% |
$287K - $343K
|
21.9K
$853K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5K+ 10.42% |
$271K - $324K
|
122K
$4.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 5.54% |
$256K - $306K
|
206K
$8.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$253K - $302K
|
10.7K
$416K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.4K+ 6.01% |
$245K - $293K
|
183K
$7.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.3K+ 37.31% |
$244K - $291K
|
37.9K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$239K - $286K
|
10.1K
$394K
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.85KNew |
$233K - $278K
|
9.85K
$383K
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
9.64K+ 12.02% |
$228K - $272K
|
89.8K
$3.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.34K+ 9.39% |
$220K - $264K
|
109K
$4.23M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.18K+ 9.3% |
$217K - $259K
|
108K
$4.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.1K+ 10.71% |
$215K - $257K
|
94K
$3.66M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.27KNew |
$195K - $234K
|
8.27K
$322K
|