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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$760,597
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$759,207
0.72% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
21,475
shares
|
$746,041
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
21,464
shares
|
$745,659
0.07% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
21,091
shares
|
$732,701
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
21,045
shares
|
$731,103
0.13% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
20,540
shares
|
$713,559
0.35% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
20,430
shares
|
$709,738
0.34% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
20,417
shares
|
$709,286
0.29% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
20,122
shares
|
$699,038
0.61% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
19,830
shares
|
$688,894
0.02% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
19,779
shares
|
$687,122
0.0% of portfolio
|
Q1 2025
Reduced 66.36%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
19,732
shares
|
$685,489
0.01% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,026
shares
|
$660,963
0.17% of portfolio
|
Q1 2025
Added 58.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
18,781
shares
|
$652,451
0.32% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
18,660
shares
|
$648,248
0.5% of portfolio
|
Q1 2025
Added 2090.14%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
18,616
shares
|
$646,719
0.05% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
18,376
shares
|
$638,382
0.52% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
17,871
shares
|
$620,838
0.54% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
17,854
shares
|
$620,247
0.6% of portfolio
|
Q1 2025
Added 95.28%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
17,454
shares
|
$606,351
0.06% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,267
shares
|
$599,855
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
17,232
shares
|
$598,639
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
17,210
shares
|
$597,875
0.19% of portfolio
|
Q1 2025
Added 73.19%
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
16,919
shares
|
$587,766
0.15% of portfolio
|
Q1 2025
Added 38.01%
|