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 502 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
27,008
shares
|
$938,257
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
26,576
shares
|
$923,250
2.77% of portfolio
|
Q1 2025
Reduced 50.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
26,260
shares
|
$912,272
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
26,174
shares
|
$909,284
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
26,124
shares
|
$907,547
0.8% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
26,062
shares
|
$905,393
0.58% of portfolio
|
Q1 2025
Added 23.74%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
25,719
shares
|
$893,478
0.06% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,500
shares
|
$885,870
0.0% of portfolio
|
Q1 2025
Added 32.83%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
25,338
shares
|
$880,242
0.17% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
24,859
shares
|
$863,601
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
24,112
shares
|
$837,650
0.46% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
24,014
shares
|
$834,246
0.34% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
23,957
shares
|
$832,266
0.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,783
shares
|
$826,221
0.03% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
23,011
shares
|
$799,402
0.84% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
22,997
shares
|
$798,915
0.08% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
22,847
shares
|
$793,704
0.06% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
22,750
shares
|
$790,335
0.35% of portfolio
|
Q1 2025
Added 58.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
22,614
shares
|
$785,610
0.03% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
22,612
shares
|
$785,540
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
22,530
shares
|
$782,692
0.25% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
22,262
shares
|
$773,381
0.07% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
22,210
shares
|
$771,575
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
22,134
shares
|
$768,935
0.0% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$761,639
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|