Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 5.09% |
$31.7K - $36K
|
24.1K
$882K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06K+ 7.14% |
$28.8K - $32.8K
|
15.9K
$583K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
977New |
$26.5K - $30.2K
|
977
$35.8K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
882+ 6.26% |
$24K - $27.2K
|
15K
$548K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
876+ 11.85% |
$23.8K - $27.1K
|
8.27K
$303K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
815New |
$22.1K - $25.2K
|
815
$29.8K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
801New |
$21.8K - $24.7K
|
801
$29.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
788+ 19.76% |
$21.4K - $24.3K
|
4.78K
$175K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
495New |
$13.4K - $15.3K
|
495
$18.1K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
446+ 5.23% |
$12.1K - $13.8K
|
8.98K
$329K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
351+ 3.36% |
$9.54K - $10.8K
|
10.8K
$396K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
311New |
$8.45K - $9.61K
|
311
$11.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
225New |
$6.11K - $6.95K
|
225
$8.24K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
203New |
$5.52K - $6.27K
|
203
$7.43K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
200New |
$5.43K - $6.18K
|
200
$7.32K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$5.43K - $6.18K
|
200
$7.32K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
120New |
$3.26K - $3.71K
|
120
$4.39K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
59New |
$1.6K - $1.82K
|
59
$2.16K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
25+ 0.09% |
$679 - $772
|
28K
$1.03M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 30.0% |
$245 - $278
|
39
$1.43K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.44% |
$27.2 - $30.9
|
226
$8.27K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.05% |
$27.2 - $30.9
|
1.9K
$69.6K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-93- 0.19% |
$2.53K - $2.87K
|
49.4K
$1.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-315- 39.72% |
$8.56K - $9.73K
|
478
$17.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-333- 2.02% |
$9.05K - $10.3K
|
16.1K
$591K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-348Closed |
$9.46K - $10.7K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-672- 7.65% |
$18.3K - $20.8K
|
8.11K
$297K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.15KClosed |
$31.2K - $35.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.38K- 0.96% |
$37.4K - $42.6K
|
142K
$5.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 7.6% |
$47K - $53.4K
|
21K
$769K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.99K- 62.36% |
$54K - $61.4K
|
1.2K
$43.9K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.13K- 15.73% |
$85.2K - $96.8K
|
16.8K
$615K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.32K- 4.5% |
$90.3K - $103K
|
70.6K
$2.58M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.94K- 2.47% |
$134K - $153K
|
195K
$7.16M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6.4KClosed |
$174K - $198K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 62.13% |
$283K - $322K
|
6.36K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.5KClosed |
$367K - $417K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.6KClosed |
$396K - $450K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$400K - $455K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-19.9KClosed |
$541K - $615K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.3K- 3.19% |
$606K - $689K
|
677K
$24.8M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23K- 37.64% |
$626K - $711K
|
38.2K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-27.5K- 7.13% |
$746K - $848K
|
358K
$13.1M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-49.6K- 80.68% |
$1.35M - $1.53M
|
11.9K
$435K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-396K- 22.25% |
$10.8M - $12.2M
|
1.38M
$50.7M
|