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 |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
76,791
shares
|
$2.92 Million
1.65% of portfolio
|
Q3 2024
Added 27.36%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
75,918
shares
|
$2.89 Million
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
75,076
shares
|
$2.86 Million
1.18% of portfolio
|
Q3 2024
Added 27.92%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
74,081
shares
|
$2.82 Million
2.1% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
73,905
shares
|
$2.81 Million
0.68% of portfolio
|
Q3 2024
Added 1068.64%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
73,680
shares
|
$2.8 Million
1.35% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
73,642
shares
|
$2.8 Million
1.93% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
73,470
shares
|
$2.8 Million
0.51% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
73,209
shares
|
$2.79 Million
1.69% of portfolio
|
Q3 2024
Added 54.47%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
73,200
shares
|
$2.79 Million
0.04% of portfolio
|
Q3 2024
Added 76.45%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
71,690
shares
|
$2.73 Million
1.11% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
71,416
shares
|
$2.72 Million
0.43% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
70,583
shares
|
$2.69 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
70,380
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
70,340
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
69,552
shares
|
$2.65 Million
0.94% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,967
shares
|
$2.62 Million
0.06% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
68,877
shares
|
$2.62 Million
0.84% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
68,064
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2024
Added 251.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
67,478
shares
|
$2.57 Million
0.32% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
66,887
shares
|
$2.55 Million
0.58% of portfolio
|
Q3 2024
Added 238.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
64,838
shares
|
$2.47 Million
0.11% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
62,746
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
62,521
shares
|
$2.38 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
61,654
shares
|
$2.35 Million
0.23% of portfolio
|
Q3 2024
Added 7.72%
|