Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394K+ 4572.07% |
$11M - $12M
|
402K
$13.1M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
286K+ 2379.6% |
$8.01M - $8.7M
|
298K
$9.74M
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
244KNew |
$6.83M - $7.41M
|
244K
$7.96M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
228K+ 72.51% |
$6.38M - $6.92M
|
542K
$17.7M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
186KNew |
$5.2M - $5.64M
|
186K
$6.06M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
176KNew |
$4.92M - $5.34M
|
176K
$5.73M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
103KNew |
$2.9M - $3.14M
|
103K
$3.38M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
87.6KNew |
$2.45M - $2.66M
|
87.6K
$2.86M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.4K+ 157.23% |
$2.2M - $2.38M
|
128K
$4.19M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75KNew |
$2.1M - $2.28M
|
75K
$2.45M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53.5K+ 337.15% |
$1.5M - $1.63M
|
69.4K
$2.27M
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
50KNew |
$1.4M - $1.52M
|
50K
$1.63M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.6K+ 295.9% |
$1.36M - $1.48M
|
65.1K
$2.13M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.6KNew |
$1.08M - $1.17M
|
38.6K
$1.26M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.7K+ 280.83% |
$1M - $1.09M
|
48.5K
$1.58M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
35K+ 308.91% |
$979K - $1.06M
|
46.3K
$1.51M
|
|
Aug 06, 2021
Q2 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
22.4KNew |
$629K - $682K
|
22.4K
$733K
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
21.6KNew |
$605K - $657K
|
21.6K
$706K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1KNew |
$311K - $338K
|
11.1K
$363K
|
|
Aug 12, 2021
Q2 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
11.1KNew |
$310K - $336K
|
11.1K
$361K
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
BUY
|
- |
10.8KNew |
$303K - $328K
|
10.8K
$353K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.84KNew |
$275K - $299K
|
9.84K
$321K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.21KNew |
$258K - $280K
|
9.21K
$301K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
8.87KNew |
$248K - $270K
|
8.87K
$290K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.07KNew |
$226K - $245K
|
8.07K
$263K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.73K+ 10.49% |
$132K - $144K
|
49.8K
$1.62M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.95K+ 131.18% |
$54.7K - $59.3K
|
3.44K
$112K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.93KNew |
$54K - $58.6K
|
1.93K
$62.9K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.65KNew |
$46.2K - $50.1K
|
1.65K
$53.8K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.39K+ 10.78% |
$38.9K - $42.2K
|
14.3K
$467K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.11K+ 11.17% |
$30.9K - $33.6K
|
11K
$359K
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
900New |
$25.2K - $27.4K
|
900
$29.4K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
430+ 4.05% |
$12K - $13.1K
|
11K
$360K
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
362+ 1.28% |
$10.1K - $11K
|
28.6K
$934K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.35% |
$196 - $213
|
2.01K
$65.6K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.29% |
$168 - $182
|
2.07K
$67.7K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1KClosed |
$28K - $30.4K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.61K- 63.86% |
$157K - $171K
|
3.18K
$104K
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-27.3KClosed |
$765K - $831K
|
0
$0
|