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 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.9K- 99.84% |
$594K - $675K
|
39
$1.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-31.6K- 18.83% |
$788K - $895K
|
136K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46K- 3.15% |
$1.15M - $1.3M
|
1.42M
$50.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.5K- 8.49% |
$1.26M - $1.43M
|
544K
$19.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-63.8K- 43.52% |
$1.59M - $1.81M
|
82.8K
$2.97M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-75.4K- 69.46% |
$1.88M - $2.13M
|
33.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77.7K- 47.99% |
$1.94M - $2.2M
|
84.2K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84K- 7.05% |
$2.09M - $2.38M
|
1.11M
$39.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-97.3K- 7.68% |
$2.42M - $2.75M
|
1.17M
$41.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-102K- 36.5% |
$2.53M - $2.88M
|
177K
$6.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-125K- 94.43% |
$3.1M - $3.53M
|
7.34K
$263K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-450K- 7.05% |
$11.2M - $12.7M
|
5.93M
$213M
|