Purchases and Sales Made in Q3 2022 in First Tr ETF Vi Smid Cap Risin (SDVY)

SDVY Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Vi Smid Cap Risin (SDVY) during Q3 2022. 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
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
2.74M
New
$63.1M - $76.1M
2.74M $98.3M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
567K
+ 12.84%
$13M - $15.7M
4.98M $178M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
421K
+ 134451.77%
$9.68M - $11.7M
421K $15.1M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
306K
+ 41.73%
$7.04M - $8.49M
1.04M $37.2M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
234K
+ 13.11%
$5.37M - $6.48M
2.01M $72.2M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
216K
New
$4.96M - $5.98M
216K $7.72M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
142K
+ 37.06%
$3.28M - $3.95M
527K $18.9M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
140K
+ 14.0%
$3.23M - $3.9M
1.14M $41M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
124K
+ 148.16%
$2.85M - $3.44M
208K $7.44M
Mar 28, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
121K
New
$2.78M - $3.35M
121K $4.33M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
77.1K
+ 52.15%
$1.77M - $2.14M
225K $8.06M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
55.3K
+ 16.51%
$1.27M - $1.53M
390K $14M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
48.5K
+ 80.65%
$1.11M - $1.34M
109K $3.89M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
43K
+ 31.3%
$988K - $1.19M
180K $6.46M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
42.3K
+ 60.89%
$973K - $1.17M
112K $4.01M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
40.8K
+ 19.79%
$939K - $1.13M
247K $8.85M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
34.1K
+ 31.86%
$784K - $946K
141K $5.05M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
34K
+ 446.64%
$782K - $944K
41.6K $1.49M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
23.5K
+ 21.75%
$539K - $651K
131K $4.7M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
22.8K
+ 5.13%
$525K - $633K
467K $16.7M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
22.5K
+ 18.79%
$518K - $625K
142K $5.1M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
21.1K
+ 13.05%
$486K - $586K
183K $6.55M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
20.6K
+ 27.63%
$475K - $573K
95.3K $3.42M
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
20.6K
New
$474K - $572K
20.6K $739K
Nov 10, 2022 Q3 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
16.9K
New
$388K - $468K
16.9K $604K
Oct 21, 2022 Q3 2022
True Wealth Advisors, LLC

BUY
 -
16.4K
+ 6.58%
$378K - $456K
266K $9.54M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
16.3K
+ 75.42%
$376K - $453K
38K $1.36M
Nov 23, 2022 Q3 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
14K
+ 19.82%
$322K - $388K
84.5K $3.03M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
11.7K
+ 75.58%
$269K - $324K
27.2K $973K
Nov 01, 2022 Q3 2022
Cottonwood Capital Advisors, LLC

BUY
 -
10.7K
New
$246K - $297K
10.7K $384K
Oct 27, 2022 Q3 2022
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
10K
New
$230K - $278K
10K $358K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
9.83K
New
$226K - $273K
9.83K $352K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
8.79K
New
$202K - $244K
8.79K $315K
Oct 13, 2022 Q3 2022
Chiron Capital Management, LLC

BUY
 -
8.68K
+ 25.14%
$200K - $241K
43.2K $1.55M
Oct 12, 2022 Q3 2022
Tap Consulting, LLC

BUY
 -
7.33K
+ 8.16%
$169K - $203K
97.1K $3.48M
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

BUY
 -
6.82K
+ 30.85%
$157K - $189K
28.9K $1.04M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
6.72K
+ 8.34%
$155K - $186K
87.3K $3.13M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
6.16K
+ 27.41%
$142K - $171K
28.6K $1.03M
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
5.61K
+ 25.6%
$129K - $156K
27.5K $986K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.05K
+ 5.93%
$116K - $140K
90.1K $3.23M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.05K
+ 5.93%
$116K - $140K
90.1K $3.23M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
4.02K
+ 21.54%
$92.6K - $112K
22.7K $814K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
4K
+ 1.37%
$91.9K - $111K
296K $10.6M
Nov 03, 2022 Q3 2022
Tru Independence LLC

BUY
 -
3.68K
+ 40.44%
$84.5K - $102K
12.8K $457K
Oct 13, 2022 Q3 2022
Aprio Wealth Management, LLC

BUY
 -
3.4K
+ 1.86%
$78.2K - $94.3K
186K $6.68M
Oct 27, 2022 Q3 2022
Signal Point Asset Management, LLC

BUY
 -
3.39K
+ 6.12%
$78K - $94.1K
58.8K $2.11M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.26K
+ 27.18%
$74.9K - $90.4K
15.2K $546K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3.01K
+ 101.52%
$69.3K - $83.6K
5.98K $214K
Nov 07, 2022 Q3 2022
Spire Wealth Management

BUY
 -
2.89K
+ 9.44%
$66.4K - $80.1K
33.4K $1.2M

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