Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.65K+ 9.86% |
$111K - $129K
|
51.8K
$1.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.36K+ 4.02% |
$104K - $121K
|
113K
$4.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.32KNew |
$103K - $120K
|
4.32K
$155K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.13K+ 18.21% |
$98.3K - $115K
|
26.8K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.98KNew |
$94.7K - $110K
|
3.98K
$143K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
3.33K+ 3.43% |
$79.3K - $92.4K
|
100K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.26K+ 4.01% |
$77.5K - $90.4K
|
84.5K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.25K+ 54.32% |
$77.2K - $90K
|
9.23K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.6K+ 3.45% |
$61.8K - $72K
|
77.8K
$2.79M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$59.5K - $69.3K
|
2.5K
$89.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.5KNew |
$59.5K - $69.3K
|
2.5K
$89.6K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.47KNew |
$58.8K - $68.5K
|
2.47K
$88.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.47KNew |
$58.8K - $68.5K
|
2.47K
$88.5K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.01K+ 2.3% |
$47.8K - $55.7K
|
89.3K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.9K+ 5.21% |
$45.1K - $52.6K
|
38.3K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.78K+ 2.11% |
$42.4K - $49.5K
|
86.3K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.78K+ 2.19% |
$42.3K - $49.3K
|
83K
$2.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.5K+ 9.33% |
$35.7K - $41.6K
|
17.6K
$630K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.24K+ 10.69% |
$29.5K - $34.4K
|
12.9K
$461K
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.17K+ 2.74% |
$27.7K - $32.3K
|
43.7K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1K+ 6.01% |
$23.8K - $27.7K
|
17.6K
$632K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
814+ 100.49% |
$19.4K - $22.6K
|
1.62K
$58.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
728New |
$17.3K - $20.2K
|
728
$26.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
575+ 35.28% |
$13.7K - $15.9K
|
2.21K
$79K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
438+ 4.37% |
$10.4K - $12.1K
|
10.5K
$375K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
385+ 1.18% |
$9.16K - $10.7K
|
33K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
247New |
$5.87K - $6.85K
|
247
$8.85K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
246+ 2.49% |
$5.85K - $6.82K
|
10.1K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
203+ 1.19% |
$4.83K - $5.63K
|
17.3K
$620K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
179New |
$4.26K - $4.96K
|
179
$6.41K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
90+ 7.86% |
$2.14K - $2.49K
|
1.24K
$44.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
80+ 0.43% |
$1.9K - $2.22K
|
18.8K
$674K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42+ 0.19% |
$999 - $1.16K
|
21.8K
$780K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
25+ 0.43% |
$595 - $693
|
5.77K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
24+ 0.22% |
$571 - $665
|
10.7K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-66- 0.37% |
$1.57K - $1.83K
|
18K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-96- 0.9% |
$2.28K - $2.66K
|
10.5K
$378K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-250- 1.48% |
$5.95K - $6.93K
|
16.6K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-281- 2.42% |
$6.68K - $7.79K
|
11.3K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-391- 0.32% |
$9.3K - $10.8K
|
123K
$4.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-913- 2.11% |
$21.7K - $25.3K
|
42.3K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-989- 11.34% |
$23.5K - $27.4K
|
7.73K
$277K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 3.96% |
$26.3K - $30.6K
|
26.8K
$961K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 0.47% |
$30.1K - $35.1K
|
265K
$9.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.28K- 15.91% |
$30.5K - $35.6K
|
6.78K
$243K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.36K- 1.13% |
$32.3K - $37.7K
|
119K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.45K- 13.62% |
$34.6K - $40.3K
|
9.22K
$330K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.6K- 12.53% |
$38K - $44.3K
|
11.2K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 4.9% |
$40.5K - $47.2K
|
33.1K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.52K- 22.13% |
$59.8K - $69.7K
|
8.85K
$317K
|