Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 2.47% |
$267K - $311K
|
435K
$15.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
9.75K+ 6500.0% |
$249K - $290K
|
9.9K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.69K+ 112.22% |
$247K - $288K
|
18.3K
$649K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.13KNew |
$233K - $271K
|
9.13K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9KNew |
$230K - $267K
|
9K
$319K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.93K+ 15.05% |
$203K - $236K
|
60.6K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
7.91K+ 4.95% |
$202K - $235K
|
168K
$5.94M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.71KNew |
$197K - $229K
|
7.71K
$273K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.59KNew |
$194K - $225K
|
7.59K
$269K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
7.55KNew |
$193K - $224K
|
7.55K
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.4K+ 59.65% |
$189K - $220K
|
19.8K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.87K+ 4.43% |
$175K - $204K
|
162K
$5.73M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.37K+ 23.74% |
$163K - $189K
|
33.2K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.89K+ 36.41% |
$150K - $175K
|
22.1K
$781K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.46K+ 4.84% |
$140K - $162K
|
118K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.18K+ 15.64% |
$132K - $154K
|
38.3K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.81KNew |
$123K - $143K
|
4.81K
$170K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
4.67K+ 11.03% |
$119K - $139K
|
47K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.48K+ 11.69% |
$114K - $133K
|
42.8K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
4.06K+ 3.31% |
$104K - $121K
|
127K
$4.48M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 13.08% |
$92.4K - $107K
|
31.3K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.56K+ 6.73% |
$90.9K - $106K
|
56.5K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 2.27% |
$82.9K - $96.5K
|
147K
$5.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.53K+ 14.08% |
$64.6K - $75.1K
|
20.5K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.48KNew |
$63.3K - $73.7K
|
2.48K
$87.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.48K+ 5.66% |
$63.3K - $73.6K
|
46.2K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.31K+ 2.74% |
$59K - $68.7K
|
86.8K
$3.07M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.27K+ 5.15% |
$57.9K - $67.4K
|
46.3K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19K+ 5.69% |
$55.9K - $65K
|
40.7K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.18K+ 4.21% |
$55.7K - $64.8K
|
54K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.06K+ 430.54% |
$52.6K - $61.1K
|
2.54K
$89.8K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.98K+ 18.95% |
$50.6K - $58.9K
|
12.4K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.83KNew |
$46.6K - $54.3K
|
1.83K
$64.6K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.67K+ 16.54% |
$42.8K - $49.7K
|
11.8K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.41K+ 15.84% |
$35.9K - $41.8K
|
10.3K
$364K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.3KNew |
$33.1K - $38.5K
|
1.3K
$45.8K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
974+ 3.82% |
$24.9K - $28.9K
|
26.5K
$937K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
925+ 0.16% |
$23.6K - $27.5K
|
594K
$21M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
885+ 2.06% |
$22.6K - $26.3K
|
43.9K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
777+ 4.49% |
$19.8K - $23.1K
|
18.1K
$640K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
770+ 34.92% |
$19.7K - $22.9K
|
2.98K
$105K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
767+ 7.8% |
$19.6K - $22.8K
|
10.6K
$375K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
606+ 7.84% |
$15.5K - $18K
|
8.34K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
514+ 4.79% |
$13.1K - $15.3K
|
11.3K
$398K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
482+ 0.74% |
$12.3K - $14.3K
|
65.8K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
456+ 4.35% |
$11.6K - $13.5K
|
10.9K
$387K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
435New |
$11.1K - $12.9K
|
435
$15.4K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
332+ 4.59% |
$8.48K - $9.86K
|
7.57K
$268K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
285New |
$7.28K - $8.47K
|
285
$10.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
200+ 1.05% |
$5.11K - $5.94K
|
19.3K
$683K
|