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 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.23K+ 0.42% |
$194K - $232K
|
1.96M
$76.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.76K+ 4.85% |
$183K - $219K
|
168K
$6.53M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.07KNew |
$167K - $200K
|
7.07K
$275K
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
6.58K+ 23.52% |
$155K - $186K
|
34.5K
$1.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.55K+ 12.19% |
$155K - $185K
|
60.3K
$2.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.54K+ 8.32% |
$154K - $184K
|
85.1K
$3.31M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.54K+ 8.32% |
$154K - $184K
|
85.1K
$3.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.43K+ 3.24% |
$152K - $181K
|
205K
$7.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.38K+ 40.64% |
$151K - $180K
|
22.1K
$858K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.44K+ 32.4% |
$128K - $154K
|
22.2K
$865K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.04K+ 24.96% |
$119K - $142K
|
25.2K
$982K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.95K+ 7.93% |
$117K - $140K
|
67.4K
$2.62M
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.97K+ 26.49% |
$93.8K - $112K
|
19K
$738K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.48K+ 17.53% |
$82.2K - $98.2K
|
23.3K
$907K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.3K+ 4.28% |
$78K - $93.3K
|
80.6K
$3.14M
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.2K+ 40.48% |
$75.6K - $90.4K
|
11.1K
$432K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.04K+ 6.51% |
$71.9K - $85.9K
|
49.8K
$1.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.96K+ 22.2% |
$69.8K - $83.4K
|
16.3K
$633K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.38K+ 4.49% |
$56.2K - $67.2K
|
55.4K
$2.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2KNew |
$47.2K - $56.5K
|
2K
$77.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.95K+ 3.35% |
$46K - $54.9K
|
60.1K
$2.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.93K+ 0.44% |
$45.5K - $54.3K
|
444K
$17.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.91K+ 3.86% |
$45.1K - $53.9K
|
51.4K
$2M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.68K+ 828.57% |
$39.7K - $47.5K
|
1.89K
$73.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$35.4K - $42.3K
|
1.5K
$58.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.46KNew |
$34.4K - $41.1K
|
1.46K
$56.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 89.22% |
$33K - $39.5K
|
2.97K
$115K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 15.42% |
$30.2K - $36.1K
|
9.57K
$372K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.23K+ 14.87% |
$29.1K - $34.7K
|
9.5K
$370K
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.09K+ 3.44% |
$25.7K - $30.7K
|
32.7K
$1.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
957+ 20.04% |
$22.6K - $27K
|
5.73K
$223K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
924New |
$21.8K - $26.1K
|
924
$36K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
630+ 3.49% |
$14.9K - $17.8K
|
18.7K
$727K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
622+ 0.78% |
$14.7K - $17.6K
|
80.3K
$3.12M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
519+ 5.54% |
$12.3K - $14.7K
|
9.89K
$385K
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
398+ 2.64% |
$9.4K - $11.2K
|
15.5K
$603K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
390+ 3.61% |
$9.21K - $11K
|
11.2K
$436K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.94% |
$6.4K - $7.65K
|
29K
$1.13M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
264+ 0.78% |
$6.24K - $7.45K
|
34.1K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
155+ 31.31% |
$3.66K - $4.38K
|
650
$25.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
135+ 0.85% |
$3.19K - $3.81K
|
16K
$624K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
118+ 0.99% |
$2.79K - $3.33K
|
12K
$466K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
50+ 0.39% |
$1.18K - $1.41K
|
12.8K
$499K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 5.87% |
$1.11K - $1.33K
|
848
$33K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
42+ 0.15% |
$992 - $1.19K
|
28.1K
$1.09M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 0.46% |
$945 - $1.13K
|
8.83K
$343K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33+ 4.05% |
$779 - $932
|
848
$33K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$47.2 - $56.5
|
1.9K
$74K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 0.64% |
$47.2 - $56.5
|
313
$12.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8- 0.01% |
$189 - $226
|
70.6K
$2.75M
|