Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
302K+ 2487.51% |
$7.17M - $8.73M
|
314K
$10.3M
|
|
May 14, 2021
Q1 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27.3KNew |
$649K - $790K
|
27.3K
$892K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.4K+ 69.44% |
$485K - $591K
|
49.9K
$1.63M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.4K+ 49718.18% |
$390K - $474K
|
16.4K
$537K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.9KNew |
$377K - $459K
|
15.9K
$519K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$302K - $368K
|
12.7K
$416K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12KNew |
$285K - $348K
|
12K
$393K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3KNew |
$269K - $327K
|
11.3K
$370K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.89KNew |
$235K - $286K
|
9.89K
$323K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.61KNew |
$204K - $249K
|
8.61K
$281K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.94K+ 9.59% |
$93.6K - $114K
|
45K
$1.47M
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.92K+ 11.52% |
$69.2K - $84.4K
|
28.2K
$922K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.07KNew |
$49.1K - $59.8K
|
2.07K
$67.5K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
2KNew |
$47.5K - $57.9K
|
2K
$65.4K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1KNew |
$23.7K - $28.9K
|
1K
$32.7K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
510+ 5.05% |
$12.1K - $14.7K
|
10.6K
$346K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33New |
$783 - $954
|
33
$1.08K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.7 - $28.9
|
1
$32.7
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-89- 5.64% |
$2.11K - $2.57K
|
1.49K
$48.6K
|