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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
344,621
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Added 70.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
340,793
shares
|
$13.6 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
337,825
shares
|
$13.5 Million
7.93% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
327,483
shares
|
$13.1 Million
2.82% of portfolio
|
Q2 2024
Added 52.82%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
320,792
shares
|
$12.8 Million
1.25% of portfolio
|
Q3 2024
Added 33.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
312,527
shares
|
$12.5 Million
5.64% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
256,728
shares
|
$10.3 Million
3.44% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
253,183
shares
|
$10.1 Million
0.09% of portfolio
|
Q3 2024
Added 50.98%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
250,600
shares
|
$10 Million
3.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
246,436
shares
|
$9.85 Million
6.42% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
237,373
shares
|
$9.48 Million
0.25% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
229,070
shares
|
$9.15 Million
1.71% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
226,319
shares
|
$9.04 Million
2.59% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
223,458
shares
|
$8.93 Million
2.08% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
218,390
shares
|
$8.72 Million
3.27% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
211,513
shares
|
$8.45 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
204,658
shares
|
$8.18 Million
0.32% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
204,513
shares
|
$8.17 Million
0.23% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
193,627
shares
|
$7.74 Million
4.85% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
193,007
shares
|
$7.71 Million
1.71% of portfolio
|
Q3 2024
Added 279.2%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
192,674
shares
|
$7.7 Million
0.2% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
188,079
shares
|
$7.51 Million
0.68% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
186,958
shares
|
$7.47 Million
5.17% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
186,595
shares
|
$7.45 Million
1.45% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
185,483
shares
|
$7.41 Million
1.17% of portfolio
|
Q3 2024
Added 1.88%
|