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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,246
shares
|
$1.37 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
33,823
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
33,769
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
33,748
shares
|
$1.35 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
31,817
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2024
Added 102.73%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
31,299
shares
|
$1.25 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
31,012
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
30,994
shares
|
$1.24 Million
0.95% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
30,677
shares
|
$1.23 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
30,365
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
30,303
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
29,803
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
29,203
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
28,301
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27,447
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
27,302
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
26,751
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
24,967
shares
|
$997,431
0.45% of portfolio
|
Q3 2024
Added 23.89%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
24,548
shares
|
$980,692
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
24,357
shares
|
$973,062
0.5% of portfolio
|
Q3 2024
Added 121.59%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
24,051
shares
|
$960,837
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
23,919
shares
|
$955,564
0.36% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
23,780
shares
|
$950,011
0.06% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
23,424
shares
|
$935,788
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,908
shares
|
$915,174
0.02% of portfolio
|
Q3 2024
New holding
|