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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
7,060
shares
|
$274,704
0.06% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,046
shares
|
$274,159
0.01% of portfolio
|
Q3 2024
Added 83.78%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,594
shares
|
$256,572
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,523
shares
|
$253,809
0.02% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
6,508
shares
|
$253,226
0.3% of portfolio
|
Q3 2024
Reduced 73.29%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,502
shares
|
$252,992
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
6,488
shares
|
$252,448
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,333
shares
|
$246,417
0.0% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
6,316
shares
|
$245,755
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
6,313
shares
|
$245,638
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
6,279
shares
|
$244,315
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
6,241
shares
|
$242,837
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,184
shares
|
$240,619
0.01% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
6,031
shares
|
$234,666
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$229,568
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
5,849
shares
|
$227,584
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,845
shares
|
$227,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
5,805
shares
|
$225,872
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,736
shares
|
$223,187
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,632
shares
|
$219,141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
5,512
shares
|
$214,471
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
5,409
shares
|
$210,464
0.05% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,971
shares
|
$193,421
0.02% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
4,382
shares
|
$170,503
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,073
shares
|
$158,480
0.01% of portfolio
|
Q3 2024
Added 3.77%
|