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 508 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,810
shares
|
$192,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
5,805
shares
|
$192,319
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,796
shares
|
$192,021
0.03% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
5,724
shares
|
$189,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,669
shares
|
$187,813
0.03% of portfolio
|
Q4 2024
Added 51.66%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$186,024
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
5,409
shares
|
$179,200
0.04% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
5,030
shares
|
$166,643
0.02% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,958
shares
|
$164,258
0.01% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,255
shares
|
$140,968
0.05% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,250
shares
|
$140,802
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,937
shares
|
$130,432
0.06% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,684
shares
|
$122,050
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,225
shares
|
$106,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,169
shares
|
$104,988
0.08% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
3,055
shares
|
$101,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,829
shares
|
$93,724
0.04% of portfolio
|
Q4 2024
Reduced 92.2%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,785
shares
|
$92,267
0.07% of portfolio
|
Q4 2024
Added 36.72%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,565
shares
|
$84,978
0.0% of portfolio
|
Q4 2024
Added 248.03%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
2,500
shares
|
$82,825
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
2,421
shares
|
$80,207
0.03% of portfolio
|
Q4 2024
Reduced 44.75%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,108
shares
|
$69,838
0.03% of portfolio
|
Q4 2024
Added 147.71%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,007
shares
|
$66,491
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$66,260
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,927
shares
|
$63,841
0.03% of portfolio
|
Q4 2024
New holding
|