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 512 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
762
shares
|
$24,033
0.01% of portfolio
|
Q4 2024
Added 138.87%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
666
shares
|
$21,005
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
642
shares
|
$20,248
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
587
shares
|
$18,513
0.01% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
565
shares
|
$17,820
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
560
shares
|
$17,662
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
515
shares
|
$16,243
0.0% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
500
shares
|
$15,770
0.01% of portfolio
|
Q4 2024
Added 157.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
485
shares
|
$15,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
432
shares
|
$13,625
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
431
shares
|
$13,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
425
shares
|
$13,404
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
394
shares
|
$12,426
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
370
shares
|
$11,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
346
shares
|
$10,912
0.0% of portfolio
|
Q4 2024
Reduced 23.79%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
277
shares
|
$8,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
250
shares
|
$7,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
249
shares
|
$7,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
237
shares
|
$7,474
0.0% of portfolio
|
Q1 2025
Reduced 67.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$6,938
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$6,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
199
shares
|
$6,276
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
137
shares
|
$4,320
0.0% of portfolio
|
Q4 2024
Reduced 68.29%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
114
shares
|
$3,595
0.0% of portfolio
|
Q1 2025
Reduced 64.92%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$3,154
0.0% of portfolio
|
Q4 2024
New holding
|