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 $5.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,389
shares
|
$513,838
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,209
shares
|
$507,828
2.27% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
15,056
shares
|
$502,719
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
15,048
shares
|
$502,452
0.3% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$500,850
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
14,801
shares
|
$494,205
0.14% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
14,582
shares
|
$486,892
0.05% of portfolio
|
Q4 2024
Added 65.42%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
14,473
shares
|
$483,253
0.19% of portfolio
|
Q4 2024
Added 85.48%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
14,400
shares
|
$480,816
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
14,385
shares
|
$480,315
0.22% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
14,204
shares
|
$474,271
0.11% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
14,114
shares
|
$471,266
0.04% of portfolio
|
Q4 2024
Reduced 40.65%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
14,004
shares
|
$467,593
0.1% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
13,984
shares
|
$466,925
0.0% of portfolio
|
Q4 2024
Reduced 63.13%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
13,840
shares
|
$462,117
0.31% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
13,835
shares
|
$461,950
0.28% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
13,511
shares
|
$451,132
0.04% of portfolio
|
Q4 2024
Added 37.4%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
13,510
shares
|
$451,098
0.6% of portfolio
|
Q4 2024
Added 70.9%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,427
shares
|
$448,327
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,424
shares
|
$448,227
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,242
shares
|
$442,150
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,140
shares
|
$438,744
0.02% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
12,950
shares
|
$432,400
0.0% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
12,822
shares
|
$428,126
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
12,778
shares
|
$426,657
0.05% of portfolio
|
Q4 2024
Reduced 3.02%
|