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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
44,698
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2024
Added 60.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
44,654
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
43,604
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
42,980
shares
|
$1.64 Million
0.83% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
42,426
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
42,227
shares
|
$1.61 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
42,059
shares
|
$1.6 Million
0.37% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
41,178
shares
|
$1.57 Million
0.45% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
41,060
shares
|
$1.56 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
40,054
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,697
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
39,354
shares
|
$1.5 Million
0.42% of portfolio
|
Q3 2024
Reduced 74.68%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,336
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2024
Added 141.89%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
39,115
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
38,061
shares
|
$1.45 Million
0.69% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
37,931
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,445
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
36,550
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
36,298
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
36,250
shares
|
$1.38 Million
0.51% of portfolio
|
Q3 2024
Added 2480.07%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
36,114
shares
|
$1.37 Million
0.25% of portfolio
|
Q3 2024
Added 57.01%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
35,581
shares
|
$1.35 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
35,518
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Added 54.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
35,484
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 265.81%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,246
shares
|
$1.3 Million
0.28% of portfolio
|
Q3 2024
New holding
|