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 $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
120,709
shares
|
$4.59 Million
0.05% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
117,110
shares
|
$4.46 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
115,982
shares
|
$4.41 Million
1.52% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
114,708
shares
|
$4.36 Million
0.58% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
110,628
shares
|
$4.21 Million
0.55% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
109,725
shares
|
$4.18 Million
2.74% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
108,791
shares
|
$4.14 Million
0.11% of portfolio
|
Q3 2024
Added 68.37%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108,159
shares
|
$4.12 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
107,482
shares
|
$4.09 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
102,775
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Added 75.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
100,353
shares
|
$3.82 Million
0.17% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
100,110
shares
|
$3.81 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
99,880
shares
|
$3.8 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
94,576
shares
|
$3.6 Million
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
86,313
shares
|
$3.28 Million
1.67% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
81,855
shares
|
$3.11 Million
0.43% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
81,560
shares
|
$3.1 Million
0.77% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
81,294
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
81,172
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
80,915
shares
|
$3.08 Million
0.22% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
80,235
shares
|
$3.05 Million
0.26% of portfolio
|
Q3 2024
Added 350.78%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
79,187
shares
|
$3.01 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
77,767
shares
|
$2.96 Million
0.28% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
76,951
shares
|
$2.93 Million
0.09% of portfolio
|
Q3 2024
Added 0.9%
|