Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.6K- 9.26% |
$61.9K - $72.1K
|
25.5K
$992K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 1.41% |
$63.2K - $73.7K
|
186K
$7.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.01K- 4.4% |
$71.5K - $83.3K
|
65.3K
$2.54M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3.52K- 45.69% |
$83.8K - $97.7K
|
4.19K
$163K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.68K- 15.98% |
$87.5K - $102K
|
19.4K
$753K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.9K- 23.76% |
$116K - $136K
|
15.7K
$612K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.04K- 30.84% |
$120K - $140K
|
11.3K
$440K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.48K- 11.9% |
$130K - $152K
|
40.5K
$1.58M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.65K- 2.18% |
$158K - $184K
|
299K
$11.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.87K- 17.67% |
$163K - $190K
|
32K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.81K- 11.14% |
$186K - $217K
|
62.3K
$2.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.61K- 4.15% |
$205K - $239K
|
199K
$7.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.25K- 51.05% |
$220K - $257K
|
8.88K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.34K- 26.91% |
$222K - $259K
|
25.4K
$987K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 7.99% |
$245K - $285K
|
119K
$4.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.9K- 29.21% |
$259K - $302K
|
26.4K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-17K- 27.88% |
$405K - $472K
|
44K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.2K- 13.58% |
$456K - $531K
|
122K
$4.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19.9K- 69.62% |
$474K - $552K
|
8.69K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22.9K- 32.91% |
$545K - $635K
|
46.7K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.6K- 19.15% |
$585K - $682K
|
104K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-30.1K- 17.35% |
$715K - $834K
|
143K
$5.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.7K- 3.49% |
$729K - $850K
|
848K
$33M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-33.3K- 99.69% |
$793K - $924K
|
102
$3.97K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-34.3K- 24.1% |
$816K - $951K
|
108K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-43.6K- 40.5% |
$1.04M - $1.21M
|
64K
$2.49M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-48.9K- 25.16% |
$1.16M - $1.35M
|
145K
$5.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-50.7K- 53.39% |
$1.21M - $1.41M
|
44.3K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.3K- 9.15% |
$1.41M - $1.64M
|
589K
$22.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-70.8K- 11.53% |
$1.68M - $1.96M
|
543K
$21.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-73.9K- 73.52% |
$1.76M - $2.05M
|
26.6K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-83.8K- 44.94% |
$1.99M - $2.32M
|
103K
$3.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-107K- 36.03% |
$2.54M - $2.96M
|
190K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-119K- 25.53% |
$2.84M - $3.31M
|
348K
$13.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-199K- 92.25% |
$4.73M - $5.51M
|
16.7K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-294K- 14.61% |
$7M - $8.16M
|
1.72M
$66.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-301K- 26.36% |
$7.17M - $8.36M
|
842K
$32.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-318K- 46.2% |
$7.57M - $8.82M
|
371K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-549K- 96.16% |
$13.1M - $15.2M
|
21.9K
$853K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.74MClosed |
$65.2M - $76M
|
0
$0
|