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 404 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
956,344
shares
|
$38.2 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
905,678
shares
|
$36.2 Million
0.31% of portfolio
|
Q3 2024
Added 46.57%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
770,788
shares
|
$30.8 Million
12.79% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
671,089
shares
|
$26.8 Million
2.15% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
661,829
shares
|
$26.4 Million
0.63% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
576,862
shares
|
$23 Million
0.14% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
566,668
shares
|
$22.6 Million
0.05% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
558,525
shares
|
$22.3 Million
0.26% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
530,133
shares
|
$21.2 Million
1.12% of portfolio
|
Q3 2024
Added 45.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
499,106
shares
|
$19.9 Million
0.58% of portfolio
|
Q3 2024
Added 44.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
485,885
shares
|
$19.4 Million
0.05% of portfolio
|
Q3 2024
Added 45.95%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
478,097
shares
|
$19.1 Million
1.1% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
462,501
shares
|
$18.5 Million
0.14% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
448,080
shares
|
$17.9 Million
0.22% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
424,764
shares
|
$17 Million
0.48% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
413,860
shares
|
$16.5 Million
0.04% of portfolio
|
Q3 2024
Added 21.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
410,378
shares
|
$16.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
404,286
shares
|
$16.2 Million
9.99% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
392,716
shares
|
$15.7 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
386,308
shares
|
$15.4 Million
1.38% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
385,241
shares
|
$15.4 Million
0.85% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
372,895
shares
|
$14.9 Million
4.77% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
371,566
shares
|
$14.8 Million
0.09% of portfolio
|
Q3 2024
Added 139.81%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
368,564
shares
|
$14.7 Million
0.85% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
351,750
shares
|
$14.1 Million
4.14% of portfolio
|
Q3 2024
Reduced 8.38%
|