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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15- 0.13% |
$374 - $425
|
11.3K
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-63- 0.24% |
$1.57K - $1.78K
|
26.4K
$946K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-93- 0.5% |
$2.32K - $2.63K
|
18.4K
$661K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-111- 0.26% |
$2.77K - $3.14K
|
42.7K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-231- 1.3% |
$5.75K - $6.54K
|
17.5K
$628K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-235- 2.82% |
$5.85K - $6.65K
|
8.11K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-243- 1.79% |
$6.05K - $6.88K
|
13.3K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-264- 3.22% |
$6.58K - $7.47K
|
7.92K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-293- 3.29% |
$7.3K - $8.29K
|
8.61K
$308K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-300- 1.8% |
$7.47K - $8.49K
|
16.3K
$585K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-351- 3.12% |
$8.74K - $9.94K
|
10.9K
$391K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-382- 3.22% |
$9.52K - $10.8K
|
11.5K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-470- 0.87% |
$11.7K - $13.3K
|
53.5K
$1.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-578- 96.98% |
$14.4K - $16.4K
|
18
$645
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-581- 5.65% |
$14.5K - $16.4K
|
9.7K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-694- 6.55% |
$17.3K - $19.6K
|
9.91K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-727- 99.32% |
$18.1K - $20.6K
|
5
$179
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-879- 0.33% |
$21.9K - $24.9K
|
266K
$9.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.02K- 11.16% |
$25.5K - $28.9K
|
8.13K
$291K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.05K- 8.47% |
$26.3K - $29.8K
|
11.4K
$408K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.29K- 11.62% |
$32.2K - $36.6K
|
9.83K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.32K- 2.27% |
$33K - $37.5K
|
57K
$2.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.48K- 2.25% |
$36.8K - $41.8K
|
64.3K
$2.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.61K- 4.99% |
$40K - $45.5K
|
30.6K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.67K- 10.45% |
$41.5K - $47.1K
|
14.3K
$511K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.7K- 3.01% |
$42.4K - $48.2K
|
54.8K
$1.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.04K- 1.87% |
$50.9K - $57.8K
|
107K
$3.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.08K- 8.55% |
$51.8K - $58.9K
|
22.3K
$798K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.11K- 10.94% |
$52.6K - $59.7K
|
17.2K
$616K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.18K- 18.55% |
$54.3K - $61.7K
|
9.57K
$343K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.22K- 12.27% |
$55.3K - $62.8K
|
15.9K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 6.91% |
$65.8K - $74.8K
|
35.6K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-3.07K- 7.29% |
$76.5K - $86.9K
|
39.1K
$1.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-3.21K- 22.48% |
$80.1K - $91K
|
11.1K
$397K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-3.55K- 2.0% |
$88.5K - $101K
|
174K
$6.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.66K- 1.15% |
$91.1K - $104K
|
315K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-4.34K- 3.19% |
$108K - $123K
|
132K
$4.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-4.81K- 10.4% |
$120K - $136K
|
41.5K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.49K- 5.69% |
$187K - $212K
|
124K
$4.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.88K- 37.4% |
$221K - $251K
|
14.9K
$532K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.88K- 7.38% |
$221K - $251K
|
111K
$3.99M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13K- 10.24% |
$323K - $367K
|
114K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.6K- 23.65% |
$338K - $384K
|
43.8K
$1.57M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15K- 20.37% |
$374K - $425K
|
58.7K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15K- 20.37% |
$374K - $425K
|
58.7K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.6K- 5.63% |
$388K - $441K
|
261K
$9.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.8K- 20.83% |
$468K - $531K
|
71.3K
$2.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 8.72% |
$502K - $571K
|
211K
$7.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20.6K- 33.48% |
$513K - $583K
|
40.9K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.5K- 5.61% |
$535K - $608K
|
362K
$13M
|