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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,498
shares
|
$52,040
0.02% of portfolio
|
Q1 2025
Added 440.79%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,295
shares
|
$44,988
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,266
shares
|
$43,980
0.0% of portfolio
|
Q2 2024
Reduced 24.73%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,252
shares
|
$43,494
0.03% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,200
shares
|
$41,688
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$41,688
0.04% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,199
shares
|
$41,653
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
924
shares
|
$32,099
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
875
shares
|
$30,397
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
857
shares
|
$29,772
0.01% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
800
shares
|
$27,792
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
666
shares
|
$23,136
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
650
shares
|
$22,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
587
shares
|
$20,392
0.01% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
515
shares
|
$17,891
0.0% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
431
shares
|
$14,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
425
shares
|
$14,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
425
shares
|
$14,764
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
412
shares
|
$14,312
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
394
shares
|
$13,687
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
378
shares
|
$13,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
370
shares
|
$12,853
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
298
shares
|
$10,352
0.0% of portfolio
|
Q1 2025
Reduced 47.26%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
297
shares
|
$10,317
0.0% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
292
shares
|
$10,144
0.0% of portfolio
|
Q1 2025
New holding
|