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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,223
shares
|
$503,135
0.01% of portfolio
|
Q3 2024
Added 72.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
13,176
shares
|
$501,346
0.05% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
12,865
shares
|
$489,513
0.13% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,711
shares
|
$483,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
12,540
shares
|
$477,146
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
12,517
shares
|
$476,271
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,475
shares
|
$474,673
0.27% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12,060
shares
|
$458,882
0.31% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
11,909
shares
|
$453,137
0.19% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
11,843
shares
|
$450,626
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
11,833
shares
|
$450,245
0.02% of portfolio
|
Q1 2024
Added 15.84%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
11,725
shares
|
$446,136
0.15% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,333
shares
|
$431,220
0.13% of portfolio
|
Q3 2024
Added 43.0%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,157
shares
|
$424,523
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
11,035
shares
|
$419,881
0.31% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
10,892
shares
|
$414,440
0.03% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,845
shares
|
$412,652
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
10,754
shares
|
$409,189
0.2% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,668
shares
|
$405,917
0.04% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
10,267
shares
|
$390,659
0.15% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,205
shares
|
$388,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10,078
shares
|
$383,467
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,053
shares
|
$382,516
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
9,880
shares
|
$375,934
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
9,879
shares
|
$375,895
0.18% of portfolio
|
Q3 2024
Added 8.12%
|