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 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
132+ 0.75% |
$3.37K - $3.92K
|
17.8K
$636K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
130+ 10.94% |
$3.32K - $3.86K
|
1.32K
$47.2K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
62+ 0.15% |
$1.58K - $1.84K
|
40.6K
$1.45M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
51+ 0.06% |
$1.3K - $1.52K
|
89.4K
$3.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
14+ 0.24% |
$358 - $416
|
5.79K
$207K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.04% |
$230 - $267
|
21.8K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 0.55% |
$102 - $119
|
732
$26.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-65- 0.71% |
$1.66K - $1.93K
|
9.15K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-78- 0.7% |
$1.99K - $2.32K
|
11.1K
$399K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-112- 0.24% |
$2.86K - $3.33K
|
46.8K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.43% |
$4.67K - $5.44K
|
42.1K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-258- 0.78% |
$6.59K - $7.67K
|
32.7K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-285- 2.45% |
$7.28K - $8.47K
|
11.3K
$406K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-321- 2.87% |
$8.2K - $9.54K
|
10.8K
$389K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-327- 3.54% |
$8.35K - $9.72K
|
8.9K
$319K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-355- 2.5% |
$9.07K - $10.5K
|
13.8K
$495K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-830- 4.29% |
$21.2K - $24.7K
|
18.5K
$664K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-835- 8.08% |
$21.3K - $24.8K
|
9.5K
$340K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-870- 1.4% |
$22.2K - $25.8K
|
61.5K
$2.2M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.03K- 63.3% |
$26.3K - $30.5K
|
596
$21.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.11K- 8.6% |
$28.2K - $32.8K
|
11.8K
$421K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.17K- 17.28% |
$29.9K - $34.8K
|
5.61K
$201K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.77K- 41.0% |
$45.3K - $52.6K
|
2.55K
$91.4K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.27K- 8.53% |
$58K - $67.4K
|
24.3K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 22.3% |
$60K - $69.8K
|
8.19K
$293K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.47KClosed |
$63.1K - $73.4K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.65K- 10.03% |
$67.6K - $78.6K
|
23.7K
$850K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.87K- 15.27% |
$73.3K - $85.3K
|
15.9K
$571K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-3.29K- 18.72% |
$84.1K - $97.8K
|
14.3K
$512K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.69K- 14.89% |
$94.3K - $110K
|
21.1K
$756K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.84K- 28.99% |
$124K - $144K
|
11.9K
$425K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.6K- 10.17% |
$143K - $166K
|
49.5K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.69K- 8.88% |
$145K - $169K
|
58.3K
$2.09M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.87K- 79.79% |
$252K - $293K
|
2.5K
$89.6K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 10.39% |
$276K - $321K
|
93.2K
$3.34M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.4K- 8.22% |
$290K - $337K
|
127K
$4.54M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 18.39% |
$302K - $352K
|
52.6K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.2K- 6.15% |
$313K - $364K
|
187K
$6.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-13.5K- 9.26% |
$344K - $400K
|
132K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.7K- 15.66% |
$427K - $497K
|
90.1K
$3.23M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 13.3% |
$465K - $541K
|
119K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19K- 5.72% |
$485K - $564K
|
313K
$11.2M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20.5K- 65.84% |
$525K - $610K
|
10.7K
$382K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-22.5K- 70.26% |
$574K - $668K
|
9.52K
$341K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-26.9K- 57.52% |
$686K - $798K
|
19.8K
$711K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 7.99% |
$756K - $879K
|
341K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-30.7K- 69.4% |
$785K - $913K
|
13.5K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41.5K- 50.05% |
$1.06M - $1.23M
|
41.4K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-45.5K- 58.56% |
$1.16M - $1.35M
|
32.2K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46.6K- 44.79% |
$1.19M - $1.38M
|
57.4K
$2.06M
|