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 403 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
182,774
shares
|
$7.11 Million
1.0% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
180,349
shares
|
$7.02 Million
1.36% of portfolio
|
Q3 2024
Added 229.45%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
179,856
shares
|
$7 Million
0.22% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
179,668
shares
|
$6.99 Million
0.4% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
179,022
shares
|
$6.97 Million
0.1% of portfolio
|
Q3 2024
Added 19026.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
176,524
shares
|
$6.87 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
176,088
shares
|
$6.85 Million
0.14% of portfolio
|
Q3 2024
Added 166.21%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
172,409
shares
|
$6.71 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
166,824
shares
|
$6.49 Million
3.34% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
158,894
shares
|
$6.18 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
155,442
shares
|
$6.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
154,674
shares
|
$6.02 Million
4.09% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
153,185
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
145,503
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
143,842
shares
|
$5.6 Million
0.15% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
137,194
shares
|
$5.34 Million
0.3% of portfolio
|
Q3 2024
Added 94.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
134,562
shares
|
$5.24 Million
0.06% of portfolio
|
Q3 2024
Added 41.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
133,991
shares
|
$5.21 Million
1.2% of portfolio
|
Q3 2024
Added 62.64%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
133,117
shares
|
$5.18 Million
0.68% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
132,623
shares
|
$5.16 Million
0.31% of portfolio
|
Q3 2024
Added 125.48%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
130,762
shares
|
$5.09 Million
2.86% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
130,486
shares
|
$5.08 Million
0.27% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
129,293
shares
|
$5.03 Million
0.24% of portfolio
|
Q3 2024
Added 90.22%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
129,104
shares
|
$5.02 Million
0.73% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
122,829
shares
|
$4.78 Million
0.07% of portfolio
|
Q3 2024
Added 7.33%
|