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 502 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
7,954
shares
|
$276,321
0.13% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
7,732
shares
|
$268,609
0.05% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
7,731
shares
|
$268,574
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
7,719
shares
|
$268,158
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
7,682
shares
|
$266,872
0.24% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,574
shares
|
$263,120
0.03% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
7,561
shares
|
$262,669
0.04% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
7,561
shares
|
$262,669
0.24% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
7,532
shares
|
$261,661
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,438
shares
|
$258,396
0.1% of portfolio
|
Q1 2025
Reduced 97.06%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
7,357
shares
|
$255,582
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
7,300
shares
|
$253,602
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
7,245
shares
|
$251,691
0.04% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
7,210
shares
|
$250,475
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
7,178
shares
|
$249,363
0.08% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,120
shares
|
$247,348
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
6,952
shares
|
$241,512
0.03% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
6,736
shares
|
$234,008
0.0% of portfolio
|
Q1 2025
Added 162.61%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
6,719
shares
|
$233,418
0.0% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
6,608
shares
|
$229,561
0.03% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,594
shares
|
$229,075
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,502
shares
|
$225,879
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
6,471
shares
|
$224,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
6,310
shares
|
$219,209
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,260
shares
|
$217,472
0.03% of portfolio
|
Q1 2025
Added 723.68%
|