Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.19M+ 103.93% |
$33.9M - $36.6M
|
2.33M
$90.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
484K+ 102.49% |
$13.8M - $14.9M
|
955K
$37.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
385KNew |
$11M - $11.9M
|
385K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
347K+ 98.21% |
$9.91M - $10.7M
|
699K
$27.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
304K+ 1032.63% |
$8.69M - $9.37M
|
333K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
208K+ 205.14% |
$5.93M - $6.39M
|
309K
$12M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
160K+ 259.39% |
$4.58M - $4.94M
|
222K
$8.64M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
144KNew |
$4.1M - $4.42M
|
144K
$5.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
131K+ 245.76% |
$3.74M - $4.03M
|
184K
$7.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
121KNew |
$3.47M - $3.74M
|
121K
$4.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 24.32% |
$2.98M - $3.21M
|
533K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.2K+ 65.06% |
$2.63M - $2.84M
|
234K
$9.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
90K+ 36.28% |
$2.57M - $2.77M
|
338K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
73.8KNew |
$2.11M - $2.27M
|
73.8K
$2.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.6K+ 37.06% |
$1.7M - $1.84M
|
220K
$8.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
51KNew |
$1.46M - $1.57M
|
51K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
50.9KNew |
$1.46M - $1.57M
|
50.9K
$1.98M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
50.4KNew |
$1.44M - $1.55M
|
50.4K
$1.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
49.5KNew |
$1.42M - $1.53M
|
49.5K
$1.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48KNew |
$1.37M - $1.48M
|
48K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.9K+ 22.04% |
$1.34M - $1.44M
|
260K
$10.1M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46.6KNew |
$1.33M - $1.44M
|
46.6K
$1.81M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.7KNew |
$1.11M - $1.19M
|
38.7K
$1.51M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33.2K+ 2004.41% |
$948K - $1.02M
|
34.8K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.4KNew |
$899K - $969K
|
31.4K
$1.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
28.4KNew |
$810K - $874K
|
28.4K
$1.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.5KNew |
$644K - $694K
|
22.5K
$876K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
20.1KNew |
$574K - $619K
|
20.1K
$782K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
19.9KNew |
$569K - $614K
|
19.9K
$775K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
19.9KNew |
$569K - $613K
|
19.9K
$774K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.1KNew |
$516K - $557K
|
18.1K
$703K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.1KNew |
$460K - $496K
|
16.1K
$627K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
15.5KNew |
$444K - $478K
|
15.5K
$604K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 15.31% |
$404K - $435K
|
106K
$4.14M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
14.1KNew |
$403K - $434K
|
14.1K
$548K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 597.18% |
$382K - $411K
|
15.6K
$607K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
13.3KNew |
$380K - $409K
|
13.3K
$517K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11KNew |
$314K - $339K
|
11K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.83K+ 89.9% |
$281K - $303K
|
20.8K
$808K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
9.17KNew |
$262K - $282K
|
9.17K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.85K+ 147.5% |
$253K - $273K
|
14.9K
$578K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.84KNew |
$253K - $272K
|
8.84K
$344K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.83K+ 9.26% |
$252K - $272K
|
104K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.56KNew |
$245K - $264K
|
8.56K
$333K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.53KNew |
$244K - $263K
|
8.53K
$332K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.64K+ 83.55% |
$218K - $235K
|
16.8K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.44K+ 3.86% |
$213K - $229K
|
200K
$7.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
7.29KNew |
$208K - $225K
|
7.29K
$284K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.19KNew |
$205K - $221K
|
7.19K
$280K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
6.85KNew |
$196K - $211K
|
6.85K
$267K
|