Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 73.32% |
$46.4M - $52.8M
|
4.04M
$145M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38M+ 52878.46% |
$37.6M - $42.7M
|
1.38M
$49.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1M+ 104.64% |
$27.2M - $30.9M
|
1.95M
$70M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
805K+ 523.96% |
$21.9M - $24.9M
|
958K
$34.3M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
729K+ 395.82% |
$19.8M - $22.5M
|
913K
$32.7M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
606K+ 259.07% |
$16.5M - $18.7M
|
839K
$30.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
480K+ 3466.1% |
$13M - $14.8M
|
494K
$17.7M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
438K+ 129.57% |
$11.9M - $13.5M
|
776K
$27.8M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
332KNew |
$9.02M - $10.3M
|
332K
$11.9M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
331K+ 148.98% |
$8.99M - $10.2M
|
553K
$19.8M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
323K+ 1789.76% |
$8.79M - $9.99M
|
341K
$12.2M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
250K+ 44448.31% |
$6.8M - $7.73M
|
251K
$8.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
230K+ 74.61% |
$6.26M - $7.12M
|
539K
$19.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
216K+ 98.15% |
$5.87M - $6.68M
|
436K
$15.6M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
213K+ 64.02% |
$5.8M - $6.59M
|
547K
$19.6M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
203K+ 1300.02% |
$5.51M - $6.26M
|
218K
$7.82M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
192KNew |
$5.22M - $5.93M
|
192K
$6.88M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191KNew |
$5.2M - $5.91M
|
191K
$6.86M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
183K+ 359.94% |
$4.98M - $5.66M
|
234K
$8.39M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
183K+ 70.46% |
$4.97M - $5.65M
|
442K
$15.9M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
180K+ 988.53% |
$4.9M - $5.57M
|
198K
$7.11M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
178KNew |
$4.83M - $5.49M
|
178K
$6.37M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
173KNew |
$4.69M - $5.33M
|
173K
$6.18M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
166KNew |
$4.5M - $5.12M
|
166K
$5.93M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
153KNew |
$4.16M - $4.73M
|
153K
$5.48M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
144K+ 893.54% |
$3.91M - $4.45M
|
160K
$5.73M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
137K+ 1248.55% |
$3.73M - $4.24M
|
148K
$5.32M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
131K+ 24.64% |
$3.57M - $4.06M
|
664K
$23.8M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.8K+ 422.77% |
$2.39M - $2.71M
|
109K
$3.89M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
84.9KNew |
$2.31M - $2.62M
|
84.9K
$3.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
80.2KNew |
$2.18M - $2.48M
|
80.2K
$2.87M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
79.8K+ 158.45% |
$2.17M - $2.47M
|
130K
$4.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
79.6K+ 727.33% |
$2.16M - $2.46M
|
90.6K
$3.25M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
77.3KNew |
$2.1M - $2.39M
|
77.3K
$2.77M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
68K+ 216.28% |
$1.85M - $2.1M
|
99.4K
$3.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
62.4KNew |
$1.7M - $1.93M
|
62.4K
$2.24M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
53.8K+ 267.87% |
$1.46M - $1.66M
|
73.9K
$2.65M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
53KNew |
$1.44M - $1.64M
|
53K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
52K+ 111.6% |
$1.41M - $1.61M
|
98.6K
$3.53M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
46.9K+ 172.77% |
$1.27M - $1.45M
|
74K
$2.65M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42.3KNew |
$1.15M - $1.31M
|
42.3K
$1.52M
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
41.6KNew |
$1.13M - $1.28M
|
41.6K
$1.49M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
41.3KNew |
$1.12M - $1.28M
|
41.3K
$1.48M
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
40.2KNew |
$1.09M - $1.24M
|
40.2K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
37.3K+ 511.95% |
$1.01M - $1.15M
|
44.6K
$1.6M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
34.2K+ 271.98% |
$929K - $1.06M
|
46.8K
$1.68M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
33.9KNew |
$921K - $1.05M
|
33.9K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$913K - $1.04M
|
33.6K
$1.2M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
33KNew |
$897K - $1.02M
|
33K
$1.18M
|
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
32.8K+ 12.65% |
$892K - $1.01M
|
293K
$10.5M
|