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 $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,080,895
shares
|
$37.1 Million
0.35% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,078,420
shares
|
$37 Million
0.03% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,064,652
shares
|
$36.5 Million
0.22% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
975,635
shares
|
$33.5 Million
2.01% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
763,274
shares
|
$26.2 Million
0.03% of portfolio
|
Q4 2024
Added 1699.07%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
723,521
shares
|
$24.8 Million
0.17% of portfolio
|
Q4 2024
Added 25.42%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
713,663
shares
|
$24.5 Million
0.61% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
713,298
shares
|
$24.5 Million
0.07% of portfolio
|
Q4 2024
Added 46.8%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
691,411
shares
|
$23.7 Million
0.3% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
686,084
shares
|
$23.5 Million
1.59% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
673,608
shares
|
$23.1 Million
0.15% of portfolio
|
Q4 2024
Added 81.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
638,953
shares
|
$21.9 Million
0.05% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
601,110
shares
|
$20.6 Million
0.66% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
573,402
shares
|
$19.7 Million
15.44% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
567,671
shares
|
$19.5 Million
1.54% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
550,770
shares
|
$18.9 Million
0.16% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
521,050
shares
|
$17.9 Million
0.61% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
491,017
shares
|
$16.9 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
472,676
shares
|
$16.2 Million
0.23% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
469,011
shares
|
$16.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 96.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
464,571
shares
|
$15.9 Million
0.11% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
423,604
shares
|
$14.5 Million
0.04% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
417,295
shares
|
$14.3 Million
8.8% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
404,829
shares
|
$13.9 Million
1.33% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
401,848
shares
|
$13.8 Million
0.49% of portfolio
|
Q4 2024
Added 123.43%
|