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 403 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
17,987,114
shares
|
$684 Million
0.3% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,953,643
shares
|
$569 Million
0.04% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,559,597
shares
|
$402 Million
0.09% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,022,602
shares
|
$229 Million
0.05% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,771,730
shares
|
$220 Million
0.02% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,357,185
shares
|
$166 Million
0.03% of portfolio
|
Q3 2024
Added 42.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$161 Million
0.1% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,230,399
shares
|
$161 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,242,678
shares
|
$123 Million
2.46% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,121,943
shares
|
$119 Million
0.26% of portfolio
|
Q3 2024
Added 28.93%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,709,150
shares
|
$103 Million
12.72% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,544,512
shares
|
$96.8 Million
0.03% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
2,531,035
shares
|
$96.3 Million
3.25% of portfolio
|
Q3 2024
Added 292.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,485,251
shares
|
$94.6 Million
0.1% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
2,439,288
shares
|
$92.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,178,040
shares
|
$82.9 Million
0.19% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,092,088
shares
|
$79.6 Million
0.12% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,810,742
shares
|
$68.9 Million
0.22% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,339,074
shares
|
$51 Million
0.07% of portfolio
|
Q3 2024
Added 31.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,130,306
shares
|
$43 Million
0.15% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,104,588
shares
|
$42 Million
0.08% of portfolio
|
Q3 2024
Added 37.27%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,094,058
shares
|
$41.6 Million
0.12% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,033,984
shares
|
$39.3 Million
0.24% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
965,710
shares
|
$36.7 Million
0.2% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
963,965
shares
|
$36.7 Million
0.03% of portfolio
|
Q3 2024
Added 20.51%
|