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 511 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $5.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
25,726
shares
|
$858,991
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
25,303
shares
|
$844,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
25,260
shares
|
$843,431
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
24,302
shares
|
$811,443
0.43% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
24,167
shares
|
$806,936
0.27% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
24,024
shares
|
$802,161
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
24,021
shares
|
$802,061
0.49% of portfolio
|
Q4 2024
Reduced 96.88%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
23,997
shares
|
$801,259
0.36% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
23,932
shares
|
$799,089
0.36% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
23,869
shares
|
$796,985
1.59% of portfolio
|
Q4 2024
Reduced 90.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
23,850
shares
|
$796,351
0.07% of portfolio
|
Q4 2024
Added 66.56%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
23,791
shares
|
$794,381
0.28% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
23,429
shares
|
$782,294
0.04% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
23,231
shares
|
$775,683
0.02% of portfolio
|
Q4 2024
Added 75.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
23,145
shares
|
$772,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
22,483
shares
|
$750,707
0.34% of portfolio
|
Q4 2024
Added 32.53%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$732,042
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$731,040
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$729,705
0.72% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
21,681
shares
|
$723,928
0.15% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
21,510
shares
|
$718,218
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
21,475
shares
|
$717,050
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
21,379
shares
|
$713,844
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
21,350
shares
|
$712,876
0.0% of portfolio
|
Q4 2024
Added 28.29%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
21,274
shares
|
$710,338
0.12% of portfolio
|
Q3 2024
Added 193.23%
|