Purchases and Sales Made in Q2 2023 in First Tr ETF Vi Smid Cap Risin (SDVY)

SDVY Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q2 2023. 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 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
530K
+ 61.54%
$13.2M - $15M
1.39M $53M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
317K
+ 40.07%
$7.89M - $8.97M
1.11M $42.2M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
309K
+ 56.62%
$7.69M - $8.74M
854K $32.5M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
260K
+ 76.2%
$6.47M - $7.35M
601K $22.9M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
205K
New
$5.11M - $5.81M
205K $7.81M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
163K
+ 31.4%
$4.06M - $4.62M
682K $26M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
141K
+ 84.14%
$3.51M - $3.99M
309K $11.8M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
127K
New
$3.15M - $3.59M
127K $4.82M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
123K
New
$3.07M - $3.49M
123K $4.69M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
90.1K
+ 20.72%
$2.24M - $2.55M
525K $20M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
64.8K
+ 195.11%
$1.61M - $1.83M
98K $3.73M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
50.1K
+ 3.41%
$1.25M - $1.42M
1.52M $57.8M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
49.7K
New
$1.24M - $1.41M
49.7K $1.89M
Jul 19, 2023 Q2 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
43.4K
New
$1.08M - $1.23M
43.4K $1.65M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
42.5K
+ 14.9%
$1.06M - $1.2M
328K $12.5M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
38.2K
New
$952K - $1.08M
38.2K $1.46M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
34.1K
New
$850K - $967K
34.1K $1.3M
Jul 17, 2023 Q2 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
28.8K
+ 12.79%
$718K - $816K
254K $9.68M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
24.7K
+ 27.66%
$616K - $700K
114K $4.34M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
23.4K
+ 19.64%
$583K - $662K
143K $5.43M
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
22.1K
+ 32.48%
$551K - $627K
90.3K $3.44M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
21.1K
+ 17.61%
$525K - $597K
141K $5.37M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
17.9K
New
$446K - $507K
17.9K $682K
Jul 21, 2023 Q2 2023
Purus Wealth Management, LLC

BUY
 -
16.7K
+ 51.05%
$416K - $473K
49.4K $1.88M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
15.9K
+ 21.81%
$396K - $450K
88.8K $3.38M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
13.4K
New
$335K - $380K
13.4K $512K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
13.2K
+ 21.76%
$329K - $373K
73.8K $2.81M
Aug 09, 2023 Q2 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
12.7K
+ 17.64%
$316K - $359K
84.5K $3.22M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
12K
+ 16.05%
$300K - $340K
87K $3.31M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
11.2K
+ 9.45%
$278K - $317K
130K $4.93M
Jul 24, 2023 Q2 2023
Cottage Street Advisors LLC

BUY
 -
10.3K
New
$256K - $291K
10.3K $391K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
9.71K
+ 5.28%
$242K - $275K
193K $7.37M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
9.57K
New
$238K - $271K
9.57K $364K
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
9.08K
New
$226K - $257K
9.08K $346K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.95K
+ 2.86%
$223K - $253K
322K $12.3M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.74K
+ 2.29%
$218K - $247K
391K $14.9M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
8.09K
+ 13.5%
$202K - $229K
68.1K $2.59M
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
7.37K
New
$184K - $209K
7.37K $281K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.18K
+ 31.99%
$179K - $203K
29.6K $1.13M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
7.12K
+ 2.43%
$177K - $202K
300K $11.4M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
7K
New
$174K - $198K
7K $267K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
6.7K
+ 75.41%
$167K - $190K
15.6K $594K
Jan 24, 2024 Q2 2023
Cedrus LLC

Littleton, CO
BUY
 -
6.66K
+ 21.98%
$166K - $189K
37K $1.41M
Jul 28, 2023 Q2 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
6.63K
+ 137.74%
$165K - $188K
11.4K $436K
Jul 26, 2023 Q2 2023
Mattern Wealth Management LLC

BUY
 -
6.17K
+ 8.13%
$154K - $175K
82K $3.12M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.15K
+ 7.08%
$153K - $174K
93K $3.54M
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
5.94K
+ 54.33%
$148K - $168K
16.9K $643K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.76K
+ 53.98%
$143K - $163K
16.4K $625K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.76K
+ 53.98%
$143K - $163K
16.4K $625K

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