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 443 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,076
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 73.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
31,891
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 53.15%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
31,817
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Added 102.73%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
31,299
shares
|
$1.17 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
31,135
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
31,039
shares
|
$1.16 Million
0.36% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
31,012
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
30,994
shares
|
$1.16 Million
0.95% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
29,203
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
28,301
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
27,813
shares
|
$1.04 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27,447
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
27,302
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,851
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
26,827
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
25,899
shares
|
$968,104
0.33% of portfolio
|
Q4 2024
Added 63.83%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
25,726
shares
|
$961,637
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
25,260
shares
|
$944,218
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
24,302
shares
|
$908,408
0.43% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
24,167
shares
|
$903,362
0.27% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
23,932
shares
|
$894,578
0.36% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
23,919
shares
|
$894,092
0.36% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
23,791
shares
|
$889,307
0.28% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
23,780
shares
|
$888,896
0.06% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,908
shares
|
$856,301
0.02% of portfolio
|
Q3 2024
New holding
|