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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,145
shares
|
$213,477
0.19% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,082
shares
|
$211,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,987
shares
|
$207,988
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,728
shares
|
$198,990
0.01% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,591
shares
|
$194,231
0.0% of portfolio
|
Q1 2025
Added 357.53%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
5,409
shares
|
$187,908
0.04% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
5,300
shares
|
$184,122
0.01% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,614
shares
|
$160,290
0.02% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
4,550
shares
|
$158,067
0.04% of portfolio
|
Q1 2025
Reduced 24.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,288
shares
|
$148,965
0.0% of portfolio
|
Q1 2025
Reduced 97.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,255
shares
|
$147,818
0.05% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,187
shares
|
$145,456
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,684
shares
|
$127,982
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,169
shares
|
$110,091
0.08% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,137
shares
|
$108,979
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,842
shares
|
$98,731
0.01% of portfolio
|
Q1 2025
Added 83.35%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,532
shares
|
$87,961
0.03% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,500
shares
|
$86,850
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,139
shares
|
$74,308
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,116
shares
|
$73,509
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,047
shares
|
$71,112
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,927
shares
|
$66,943
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,852
shares
|
$64,338
0.01% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,721
shares
|
$59,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,610
shares
|
$55,931
0.0% of portfolio
|
Q1 2025
Added 38.79%
|