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 $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
642
shares
|
$24,980
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
614
shares
|
$23,890
0.0% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
602
shares
|
$23,423
0.0% of portfolio
|
Q3 2024
Reduced 93.26%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
563
shares
|
$21,906
0.01% of portfolio
|
Q2 2024
Reduced 94.53%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
454
shares
|
$17,665
0.0% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$16,809
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
420
shares
|
$16,342
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
413
shares
|
$16,069
0.0% of portfolio
|
Q3 2024
Added 1324.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
400
shares
|
$15,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$15,563
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
394
shares
|
$15,330
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
319
shares
|
$12,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$8,560
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
200
shares
|
$7,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
197
shares
|
$7,665
0.0% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
197
shares
|
$7,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
194
shares
|
$7,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
150
shares
|
$5,836
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
150
shares
|
$5,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
128
shares
|
$4,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
100
shares
|
$3,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
100
shares
|
$3,890
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
96
shares
|
$3,735
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
39
shares
|
$1,517
0.0% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
36
shares
|
$1,400
0.0% of portfolio
|
Q3 2024
New holding
|