Purchases and Sales Made in Q3 2022 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 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
|
- |
2.74MNew |
$64M - $76.1M
|
2.74M
$95.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
567K+ 12.84% |
$13.2M - $15.7M
|
4.98M
$173M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
421K+ 134451.77% |
$9.82M - $11.7M
|
421K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
306K+ 41.73% |
$7.14M - $8.49M
|
1.04M
$36.2M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 13.11% |
$5.45M - $6.48M
|
2.01M
$70.2M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
216KNew |
$5.03M - $5.98M
|
216K
$7.5M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
142K+ 37.06% |
$3.32M - $3.95M
|
527K
$18.3M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 14.0% |
$3.28M - $3.9M
|
1.14M
$39.8M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
124K+ 148.16% |
$2.89M - $3.44M
|
208K
$7.23M
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
121KNew |
$2.82M - $3.35M
|
121K
$4.21M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
113KNew |
$2.63M - $3.13M
|
113K
$3.92M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77.1K+ 52.15% |
$1.8M - $2.14M
|
225K
$7.84M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
55.3K+ 16.51% |
$1.29M - $1.53M
|
390K
$13.6M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.5K+ 80.65% |
$1.13M - $1.34M
|
109K
$3.78M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
43K+ 31.3% |
$1M - $1.19M
|
180K
$6.28M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.3K+ 60.89% |
$988K - $1.17M
|
112K
$3.89M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.8K+ 19.79% |
$953K - $1.13M
|
247K
$8.6M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.1K+ 31.86% |
$796K - $946K
|
141K
$4.91M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34K+ 446.64% |
$794K - $944K
|
41.6K
$1.45M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23.5K+ 21.75% |
$547K - $651K
|
131K
$4.57M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.8K+ 5.13% |
$532K - $633K
|
467K
$16.3M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
22.5K+ 18.79% |
$526K - $625K
|
142K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 13.05% |
$493K - $586K
|
183K
$6.37M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
20.6K+ 27.63% |
$482K - $573K
|
95.3K
$3.32M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.6KNew |
$481K - $572K
|
20.6K
$718K
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.9KNew |
$394K - $468K
|
16.9K
$587K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 6.58% |
$384K - $456K
|
266K
$9.28M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
16.3K+ 75.42% |
$381K - $453K
|
38K
$1.32M
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14K+ 19.82% |
$326K - $388K
|
84.5K
$2.94M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.7K+ 75.58% |
$273K - $324K
|
27.2K
$946K
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$250K - $297K
|
10.7K
$373K
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
10KNew |
$233K - $278K
|
10K
$348K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
9.83KNew |
$229K - $273K
|
9.83K
$342K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.79KNew |
$205K - $244K
|
8.79K
$306K
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
8.68K+ 25.14% |
$203K - $241K
|
43.2K
$1.5M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
7.33K+ 8.16% |
$171K - $203K
|
97.1K
$3.38M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
6.82K+ 30.85% |
$159K - $189K
|
28.9K
$1.01M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.72K+ 8.34% |
$157K - $186K
|
87.3K
$3.04M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.16K+ 27.41% |
$144K - $171K
|
28.6K
$997K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.61K+ 25.6% |
$131K - $156K
|
27.5K
$958K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.05K+ 5.93% |
$118K - $140K
|
90.1K
$3.14M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.05K+ 5.93% |
$118K - $140K
|
90.1K
$3.14M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.02K+ 21.54% |
$93.9K - $112K
|
22.7K
$791K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4K+ 1.37% |
$93.2K - $111K
|
296K
$10.3M
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
3.68K+ 40.44% |
$85.8K - $102K
|
12.8K
$445K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.4K+ 1.86% |
$79.3K - $94.3K
|
186K
$6.49M
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.39K+ 6.12% |
$79.1K - $94.1K
|
58.8K
$2.05M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 27.18% |
$76K - $90.4K
|
15.2K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.01K+ 101.52% |
$70.3K - $83.6K
|
5.98K
$208K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2.89K+ 9.44% |
$67.3K - $80.1K
|
33.4K
$1.16M
|