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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
2.83K+ 1.48% |
$65K - $78.4K
|
194K
$7.11M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 7.93% |
$58.8K - $71K
|
34.8K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.36K+ 7.29% |
$54.2K - $65.4K
|
34.7K
$1.27M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.33K+ 36.38% |
$53.5K - $64.6K
|
8.72K
$319K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.63KNew |
$37.5K - $45.2K
|
1.63K
$59.7K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 0.89% |
$35K - $42.3K
|
173K
$6.35M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 14.81% |
$34.5K - $41.6K
|
11.6K
$426K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.48KNew |
$34K - $41K
|
1.48K
$54.1K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.33K+ 1.42% |
$30.7K - $37K
|
95K
$3.48M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.28K+ 7.58% |
$29.4K - $35.4K
|
18.1K
$664K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 1.58% |
$26.9K - $32.4K
|
75.2K
$2.75M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.07K+ 890.0% |
$24.6K - $29.6K
|
1.19K
$43.5K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 1.26% |
$23.3K - $28.1K
|
81.3K
$2.98M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
941+ 1.4% |
$21.6K - $26.1K
|
68.3K
$2.5M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
827+ 5.08% |
$19K - $22.9K
|
17.1K
$626K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
717+ 4.59% |
$16.5K - $19.9K
|
16.3K
$598K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
661+ 0.39% |
$15.2K - $18.3K
|
168K
$6.17M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
653+ 132.72% |
$15K - $18.1K
|
1.15K
$41.9K
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
600+ 3.87% |
$13.8K - $16.7K
|
16.1K
$589K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
580+ 3.61% |
$13.3K - $16.1K
|
16.6K
$609K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
400+ 20.62% |
$9.2K - $11.1K
|
2.34K
$85.7K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
377+ 3.97% |
$8.67K - $10.5K
|
9.88K
$362K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
355New |
$8.17K - $9.85K
|
355
$13K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
319+ 0.46% |
$7.34K - $8.85K
|
70.2K
$2.57M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 150.0% |
$6.9K - $8.33K
|
500
$18.3K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
273+ 0.34% |
$6.28K - $7.58K
|
81.2K
$2.97M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 0.42% |
$5.84K - $7.05K
|
60.5K
$2.22M
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
250+ 2.25% |
$5.75K - $6.94K
|
11.4K
$416K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$3.22K - $3.89K
|
140
$5.13K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
132+ 0.74% |
$3.04K - $3.66K
|
18K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
131+ 1.32% |
$3.01K - $3.64K
|
10K
$367K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
108+ 0.94% |
$2.48K - $3K
|
11.6K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
26+ 0.27% |
$598 - $722
|
9.64K
$353K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
16+ 0.28% |
$368 - $444
|
5.75K
$210K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 3.61% |
$138 - $167
|
172
$6.3K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$92 - $111
|
11.2K
$410K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14- 1.65% |
$322 - $389
|
834
$30.5K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-22- 0.19% |
$506 - $611
|
11.6K
$425K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-38- 4.48% |
$874 - $1.05K
|
810
$29.7K
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-53- 0.16% |
$1.22K - $1.47K
|
32.6K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-59- 0.55% |
$1.36K - $1.64K
|
10.6K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92- 14.15% |
$2.12K - $2.55K
|
558
$20.4K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-206- 2.49% |
$4.74K - $5.72K
|
8.07K
$295K
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-240- 1.27% |
$5.52K - $6.66K
|
18.7K
$685K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-283- 1.21% |
$6.51K - $7.85K
|
23K
$843K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-323- 1.46% |
$7.43K - $8.96K
|
21.7K
$796K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-345- 23.71% |
$7.94K - $9.57K
|
1.11K
$40.6K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-690- 1.82% |
$15.9K - $19.1K
|
37.3K
$1.36M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 3.68% |
$24.6K - $29.6K
|
27.9K
$1.02M
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-1.19K- 7.48% |
$27.4K - $33.1K
|
14.7K
$539K
|