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 496 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,986
shares
|
$443,362
0.14% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
11,911
shares
|
$440,587
0.18% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
11,816
shares
|
$437,073
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,502
shares
|
$425,458
0.01% of portfolio
|
Q4 2024
Added 63.24%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
11,473
shares
|
$424,386
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,419
shares
|
$422,388
0.05% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
11,404
shares
|
$421,833
0.16% of portfolio
|
Q4 2024
Added 34.74%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
11,259
shares
|
$416,470
0.0% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,047
shares
|
$408,628
0.3% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
10,986
shares
|
$406,372
0.13% of portfolio
|
Q4 2024
Added 91.53%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
10,893
shares
|
$402,932
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
10,680
shares
|
$395,053
0.19% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
10,578
shares
|
$391,280
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,546
shares
|
$390,096
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
10,448
shares
|
$386,471
0.12% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
10,223
shares
|
$378,148
0.15% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,205
shares
|
$377,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,053
shares
|
$371,860
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
9,970
shares
|
$368,790
0.19% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
9,937
shares
|
$367,569
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,903
shares
|
$366,311
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
9,815
shares
|
$363,056
0.38% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
9,796
shares
|
$362,354
0.29% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
9,712
shares
|
$359,246
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,692
shares
|
$358,507
0.03% of portfolio
|
Q4 2024
Added 48.58%
|