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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
61,654
shares
|
$2.46 Million
0.23% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
61,011
shares
|
$2.44 Million
0.11% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,737
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2022
Reduced 54.6%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
59,237
shares
|
$2.37 Million
1.28% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
58,600
shares
|
$2.34 Million
1.32% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
58,253
shares
|
$2.33 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
58,035
shares
|
$2.32 Million
0.05% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
57,054
shares
|
$2.28 Million
0.29% of portfolio
|
Q3 2024
Added 113.71%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
55,205
shares
|
$2.21 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
54,875
shares
|
$2.19 Million
0.24% of portfolio
|
Q3 2024
Added 37.19%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
54,813
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
53,855
shares
|
$2.15 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
52,398
shares
|
$2.09 Million
0.21% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
52,048
shares
|
$2.08 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
51,344
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
50,814
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
49,070
shares
|
$1.96 Million
0.77% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
48,897
shares
|
$1.95 Million
0.72% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
48,140
shares
|
$1.92 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
47,976
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Added 83.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
47,893
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2024
Added 228.8%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
47,497
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
47,403
shares
|
$1.89 Million
0.15% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
46,080
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
45,569
shares
|
$1.82 Million
0.29% of portfolio
|
Q3 2024
Reduced 35.36%
|