Purchases and Sales Made in Q3 2022 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 Q3 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
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
2.74M
New
$63.1M - $76.1M
2.74M $107M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
567K
+ 12.84%
$13M - $15.7M
4.98M $194M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
421K
+ 134451.77%
$9.68M - $11.7M
421K $16.4M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
306K
+ 41.73%
$7.04M - $8.49M
1.04M $40.4M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
234K
+ 13.11%
$5.37M - $6.48M
2.01M $78.4M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
216K
New
$4.96M - $5.98M
216K $8.39M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
142K
+ 37.06%
$3.28M - $3.95M
527K $20.5M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
140K
+ 14.0%
$3.23M - $3.9M
1.14M $44.5M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
124K
+ 148.16%
$2.85M - $3.44M
208K $8.08M
Mar 28, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
121K
New
$2.78M - $3.35M
121K $4.7M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
77.1K
+ 52.15%
$1.77M - $2.14M
225K $8.76M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
55.3K
+ 16.51%
$1.27M - $1.53M
390K $15.2M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
48.5K
+ 80.65%
$1.11M - $1.34M
109K $4.22M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
43K
+ 31.3%
$988K - $1.19M
180K $7.01M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
42.3K
+ 60.89%
$973K - $1.17M
112K $4.35M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
40.8K
+ 19.79%
$939K - $1.13M
247K $9.62M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
34.1K
+ 31.86%
$784K - $946K
141K $5.49M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
34K
+ 446.64%
$782K - $944K
41.6K $1.62M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
23.5K
+ 21.75%
$539K - $651K
131K $5.11M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
22.8K
+ 5.13%
$525K - $633K
467K $18.2M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
22.5K
+ 18.79%
$518K - $625K
142K $5.54M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
21.1K
+ 13.05%
$486K - $586K
183K $7.12M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
20.6K
+ 27.63%
$475K - $573K
95.3K $3.71M
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
20.6K
New
$474K - $572K
20.6K $802K
Nov 10, 2022 Q3 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
16.9K
New
$388K - $468K
16.9K $656K
Oct 21, 2022 Q3 2022
True Wealth Advisors, LLC

BUY
 -
16.4K
+ 6.58%
$378K - $456K
266K $10.4M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
16.3K
+ 75.42%
$376K - $453K
38K $1.48M
Nov 23, 2022 Q3 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
14K
+ 19.82%
$322K - $388K
84.5K $3.29M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
11.7K
+ 75.58%
$269K - $324K
27.2K $1.06M
Nov 01, 2022 Q3 2022
Cottonwood Capital Advisors, LLC

BUY
 -
10.7K
New
$246K - $297K
10.7K $417K
Oct 27, 2022 Q3 2022
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
10K
New
$230K - $278K
10K $389K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
9.83K
New
$226K - $273K
9.83K $383K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
8.79K
New
$202K - $244K
8.79K $342K
Oct 13, 2022 Q3 2022
Chiron Capital Management, LLC

BUY
 -
8.68K
+ 25.14%
$200K - $241K
43.2K $1.68M
Oct 12, 2022 Q3 2022
Tap Consulting, LLC

BUY
 -
7.33K
+ 8.16%
$169K - $203K
97.1K $3.78M
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

BUY
 -
6.82K
+ 30.85%
$157K - $189K
28.9K $1.13M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
6.72K
+ 8.34%
$155K - $186K
87.3K $3.4M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
6.16K
+ 27.41%
$142K - $171K
28.6K $1.11M
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
5.61K
+ 25.6%
$129K - $156K
27.5K $1.07M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.05K
+ 5.93%
$116K - $140K
90.1K $3.51M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.05K
+ 5.93%
$116K - $140K
90.1K $3.51M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
4.02K
+ 21.54%
$92.6K - $112K
22.7K $884K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
4K
+ 1.37%
$91.9K - $111K
296K $11.5M
Nov 03, 2022 Q3 2022
Tru Independence LLC

BUY
 -
3.68K
+ 40.44%
$84.5K - $102K
12.8K $497K
Oct 13, 2022 Q3 2022
Aprio Wealth Management, LLC

BUY
 -
3.4K
+ 1.86%
$78.2K - $94.3K
186K $7.25M
Oct 27, 2022 Q3 2022
Signal Point Asset Management, LLC

BUY
 -
3.39K
+ 6.12%
$78K - $94.1K
58.8K $2.29M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.26K
+ 27.18%
$74.9K - $90.4K
15.2K $593K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3.01K
+ 101.52%
$69.3K - $83.6K
5.98K $233K
Nov 07, 2022 Q3 2022
Spire Wealth Management

BUY
 -
2.89K
+ 9.44%
$66.4K - $80.1K
33.4K $1.3M

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