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 $5.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
7,719
shares
|
$257,737
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,717
shares
|
$257,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
7,650
shares
|
$255,433
0.0% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
7,646
shares
|
$255,299
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,500
shares
|
$250,425
0.04% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
7,342
shares
|
$245,149
0.08% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
7,252
shares
|
$242,144
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,211
shares
|
$240,775
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
7,161
shares
|
$239,105
0.02% of portfolio
|
Q4 2024
Added 4674.0%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
7,078
shares
|
$236,334
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
7,006
shares
|
$233,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
7,005
shares
|
$233,896
0.08% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,972
shares
|
$232,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
6,814
shares
|
$227,519
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,594
shares
|
$220,173
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,502
shares
|
$217,101
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,448
shares
|
$215,298
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,341
shares
|
$211,725
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,314
shares
|
$210,824
0.0% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
6,310
shares
|
$210,690
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,216
shares
|
$207,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
6,143
shares
|
$205,114
0.19% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,050
shares
|
$202,009
0.03% of portfolio
|
Q4 2024
Added 202.5%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
6,031
shares
|
$201,375
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
6,007
shares
|
$200,573
0.1% of portfolio
|
Q4 2024
New holding
|