Institutional Ownership 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). We have compiled data on the 307 institutions that hold shares in the stock, with a total of 90.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
13,252,608
shares
|
$455 Million
0.25% of portfolio
|
Q1 2024
Added 45.74%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
10,454,203
shares
|
$359 Million
0.03% of portfolio
|
Q1 2024
Added 67.76%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
7,362,001
shares
|
$253 Million
0.06% of portfolio
|
Q1 2024
Added 64.41%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,842,201
shares
|
$132 Million
0.03% of portfolio
|
Q1 2024
Added 125.22%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,743,190
shares
|
$129 Million
0.01% of portfolio
|
Q1 2024
Added 115.03%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,307,225
shares
|
$114 Million
0.08% of portfolio
|
Q1 2024
Added 28.21%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,873,524
shares
|
$98.8 Million
0.02% of portfolio
|
Q1 2024
Added 59.12%
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
2,693,387
shares
|
$92.6 Million
12.83% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
2,468,838
shares
|
$84.9 Million
0.13% of portfolio
|
Q1 2024
Added 17.36%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,430,439
shares
|
$83.5 Million
0.13% of portfolio
|
Q1 2024
Added 54.16%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
2,091,538
shares
|
$71.9 Million
0.08% of portfolio
|
Q1 2024
Added 33.28%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,840,629
shares
|
$63.3 Million
0.16% of portfolio
|
Q1 2024
Added 347.0%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,775,489
shares
|
$61 Million
0.1% of portfolio
|
Q1 2024
Added 63.27%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,774,622
shares
|
$61 Million
0.02% of portfolio
|
Q1 2024
Added 69.7%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,769,500
shares
|
$60.8 Million
0.14% of portfolio
|
Q1 2024
Added 7.61%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,400,969
shares
|
$48.2 Million
0.19% of portfolio
|
Q1 2024
Added 24.54%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
966,461
shares
|
$33.2 Million
0.11% of portfolio
|
Q1 2024
Added 32.66%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
849,602
shares
|
$29.2 Million
0.21% of portfolio
|
Q1 2024
Added 21.81%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
835,967
shares
|
$28.7 Million
0.12% of portfolio
|
Q1 2024
Added 98.39%
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Apr 29, 2024 Q1 2024 |
809,790
shares
|
$27.8 Million
13.13% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
764,110
shares
|
$26.3 Million
0.19% of portfolio
|
Q1 2024
Added 49.36%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
714,991
shares
|
$24.6 Million
0.05% of portfolio
|
Q1 2024
Reduced 14.6%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
680,773
shares
|
$23.4 Million
0.26% of portfolio
|
Q1 2024
Added 49.28%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
676,558
shares
|
$23.3 Million
0.02% of portfolio
|
Q1 2024
Added 33.35%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
663,452
shares
|
$22.8 Million
0.04% of portfolio
|
Q1 2024
Added 74.42%
|