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 512 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
12,513
shares
|
$394,660
0.31% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
12,500
shares
|
$394,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
12,443
shares
|
$392,452
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,259
shares
|
$386,648
0.12% of portfolio
|
Q4 2024
Added 26.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12,060
shares
|
$380,372
0.31% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,986
shares
|
$378,038
0.14% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
11,914
shares
|
$375,767
0.17% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
11,816
shares
|
$372,676
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
11,624
shares
|
$366,620
0.2% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
11,608
shares
|
$366,116
0.14% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,502
shares
|
$362,773
0.01% of portfolio
|
Q4 2024
Added 63.24%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,419
shares
|
$360,155
0.05% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
11,259
shares
|
$355,108
0.0% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,047
shares
|
$348,422
0.3% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
10,986
shares
|
$346,498
0.13% of portfolio
|
Q4 2024
Added 91.53%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
10,894
shares
|
$343,596
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
10,578
shares
|
$333,630
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,546
shares
|
$332,620
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
10,448
shares
|
$329,529
0.12% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
10,305
shares
|
$325,019
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
10,064
shares
|
$317,418
0.03% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
10,053
shares
|
$317,071
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
9,970
shares
|
$314,453
0.17% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
9,937
shares
|
$313,412
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,903
shares
|
$312,340
0.27% of portfolio
|
Q4 2024
New holding
|