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 $5.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
9,937
shares
|
$331,796
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,903
shares
|
$330,661
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
9,815
shares
|
$327,722
0.38% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
9,796
shares
|
$327,088
0.29% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
9,712
shares
|
$324,283
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,692
shares
|
$323,615
0.03% of portfolio
|
Q4 2024
Added 48.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
9,526
shares
|
$318,073
0.1% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
9,382
shares
|
$313,264
0.26% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
9,223
shares
|
$307,955
0.0% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,214
shares
|
$307,655
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
9,143
shares
|
$305,284
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$293,364
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
8,725
shares
|
$291,327
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
8,534
shares
|
$284,950
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
8,518
shares
|
$284,416
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
8,410
shares
|
$280,809
0.08% of portfolio
|
Q4 2024
Added 33.22%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
8,401
shares
|
$280,509
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,386
shares
|
$280,008
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,263
shares
|
$275,901
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,257
shares
|
$275,701
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,178
shares
|
$273,063
0.16% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
8,086
shares
|
$269,991
0.16% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
8,028
shares
|
$268,054
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
7,736
shares
|
$258,305
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,731
shares
|
$258,138
0.08% of portfolio
|
Q4 2024
New holding
|