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
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-121- 1.04% |
$2.86K - $3.42K
|
11.5K
$448K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-145- 0.18% |
$3.42K - $4.09K
|
80.9K
$3.15M
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-162- 0.4% |
$3.83K - $4.57K
|
40K
$1.56M
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-220- 1.36% |
$5.2K - $6.21K
|
15.9K
$619K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-226Closed |
$5.34K - $6.38K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-245- 2.49% |
$5.79K - $6.92K
|
9.61K
$374K
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-248- 2.09% |
$5.86K - $7K
|
11.6K
$452K
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-298- 1.42% |
$7.04K - $8.41K
|
20.7K
$806K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-357- 5.61% |
$8.43K - $10.1K
|
6K
$234K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-500- 4.61% |
$11.8K - $14.1K
|
10.3K
$402K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 5.62% |
$25.2K - $30.1K
|
17.9K
$696K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$28.3K - $33.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.25K- 16.3% |
$29.4K - $35.2K
|
6.4K
$249K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 4.11% |
$32.6K - $39K
|
32.2K
$1.25M
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.99K- 80.16% |
$47K - $56.1K
|
492
$19.1K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.04K- 18.36% |
$48.3K - $57.7K
|
9.09K
$354K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.19K- 6.33% |
$51.7K - $61.7K
|
32.4K
$1.26M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.48KClosed |
$58.6K - $70.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.83K- 1.91% |
$66.9K - $80K
|
146K
$5.66M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.47K- 10.52% |
$82K - $98K
|
29.5K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.48K- 13.91% |
$82.2K - $98.2K
|
21.5K
$838K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-3.54K- 23.62% |
$83.5K - $99.8K
|
11.4K
$445K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.78K- 2.28% |
$89.3K - $107K
|
162K
$6.3M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.51K- 3.17% |
$106K - $127K
|
138K
$5.36M
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4.63K- 3.55% |
$109K - $131K
|
126K
$4.89M
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.33K- 1.82% |
$126K - $151K
|
287K
$11.2M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.57KClosed |
$179K - $214K
|
0
$0
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.73KClosed |
$183K - $218K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.82K- 8.47% |
$208K - $249K
|
95.3K
$3.71M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.98KClosed |
$212K - $253K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-14KClosed |
$331K - $396K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16K- 50.62% |
$378K - $452K
|
15.6K
$608K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-17.6K- 99.07% |
$417K - $498K
|
166
$6.46K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.7KClosed |
$489K - $584K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-23.9KClosed |
$565K - $675K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-24.1KClosed |
$569K - $680K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-24.5KClosed |
$578K - $690K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-41.6KClosed |
$982K - $1.17M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-42.3K- 99.95% |
$999K - $1.19M
|
20
$778
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.9K- 4.89% |
$1.11M - $1.32M
|
911K
$35.5M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-57.2K- 77.31% |
$1.35M - $1.62M
|
16.8K
$654K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-58K- 32.62% |
$1.37M - $1.64M
|
120K
$4.66M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-59.7K- 43.94% |
$1.41M - $1.68M
|
76.1K
$2.96M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-97K- 41.41% |
$2.29M - $2.74M
|
137K
$5.34M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-106K- 12.65% |
$2.51M - $3M
|
733K
$28.5M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-135K- 61.68% |
$3.18M - $3.8M
|
83.6K
$3.25M
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-144KClosed |
$3.4M - $4.06M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144K- 33.03% |
$3.4M - $4.07M
|
292K
$11.4M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-163K- 29.74% |
$3.84M - $4.59M
|
384K
$15M
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-166K- 46.48% |
$3.93M - $4.69M
|
191K
$7.45M
|