Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.69K+ 7.17% |
$142K - $161K
|
85K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.9K+ 70.99% |
$122K - $139K
|
11.8K
$423K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.81K+ 12.35% |
$120K - $136K
|
43.8K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.68K+ 11.81% |
$117K - $132K
|
44.3K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 20.53% |
$111K - $127K
|
26.3K
$941K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.26K+ 19.3% |
$106K - $121K
|
26.3K
$944K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.18K+ 13.37% |
$104K - $118K
|
35.5K
$1.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.94K+ 41.34% |
$98K - $111K
|
13.5K
$482K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.91K+ 6.96% |
$97.3K - $111K
|
60K
$2.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.7K+ 0.18% |
$92.2K - $105K
|
2.01M
$72.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4K+ 1.63% |
$84.8K - $96.3K
|
212K
$7.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.27K+ 7.44% |
$81.4K - $92.5K
|
47.2K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.23K+ 15.77% |
$80.4K - $91.4K
|
23.7K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.01K+ 1.55% |
$75K - $85.2K
|
197K
$7.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.78K+ 6.01% |
$69.3K - $78.8K
|
49.1K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.59K+ 2.04% |
$64.6K - $73.4K
|
130K
$4.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.32K+ 30.69% |
$57.9K - $65.8K
|
9.89K
$354K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 0.74% |
$41.3K - $46.9K
|
227K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.58K+ 3.81% |
$39.3K - $44.7K
|
43K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 3.51% |
$35.5K - $40.3K
|
42K
$1.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.4K+ 2.98% |
$34.8K - $39.6K
|
48.4K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.36K+ 1.15% |
$33.9K - $38.5K
|
120K
$4.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
1.15K+ 10.63% |
$28.7K - $32.6K
|
12K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
985New |
$24.5K - $27.9K
|
985
$35.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
950+ 31.93% |
$23.7K - $26.9K
|
3.93K
$141K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
922+ 4.08% |
$23K - $26.1K
|
23.5K
$843K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
860+ 11.15% |
$21.4K - $24.3K
|
8.57K
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
750+ 7.58% |
$18.7K - $21.2K
|
10.7K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
458+ 11.5% |
$11.4K - $13K
|
4.44K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
419+ 0.2% |
$10.4K - $11.9K
|
207K
$7.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
395+ 21.63% |
$9.84K - $11.2K
|
2.22K
$79.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
377+ 2.73% |
$9.39K - $10.7K
|
14.2K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
218+ 0.17% |
$5.43K - $6.17K
|
127K
$4.55M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
205New |
$5.11K - $5.8K
|
205
$7.35K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
205New |
$5.11K - $5.8K
|
205
$7.35K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
200+ 100.0% |
$4.98K - $5.66K
|
400
$14.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
166+ 2.2% |
$4.14K - $4.7K
|
7.71K
$276K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
139+ 0.3% |
$3.46K - $3.94K
|
46.3K
$1.66M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$2.49K - $2.83K
|
100
$3.58K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
81+ 0.69% |
$2.02K - $2.29K
|
11.9K
$426K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
71+ 0.36% |
$1.77K - $2.01K
|
19.9K
$712K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
41New |
$1.02K - $1.16K
|
41
$1.47K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.62% |
$872 - $991
|
5.65K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
30New |
$747 - $849
|
30
$1.07K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28+ 0.37% |
$697 - $793
|
7.62K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$573 - $651
|
52.6K
$1.88M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18New |
$448 - $510
|
18
$645
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
12+ 0.06% |
$299 - $340
|
20.2K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4+ 0.02% |
$99.6 - $113
|
19.8K
$711K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|