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 443 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
17,987,114
shares
|
$672 Million
0.3% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,953,643
shares
|
$559 Million
0.04% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,559,597
shares
|
$395 Million
0.09% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,022,602
shares
|
$225 Million
0.05% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,771,730
shares
|
$216 Million
0.02% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,357,185
shares
|
$163 Million
0.03% of portfolio
|
Q3 2024
Added 42.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$158 Million
0.1% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,230,399
shares
|
$158 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,510,050
shares
|
$131 Million
2.62% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,121,943
shares
|
$117 Million
0.26% of portfolio
|
Q3 2024
Added 28.93%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
2,827,593
shares
|
$106 Million
3.78% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,709,150
shares
|
$101 Million
12.72% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,629,953
shares
|
$98.3 Million
0.15% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,544,512
shares
|
$95.1 Million
0.03% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,485,251
shares
|
$92.9 Million
0.1% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,178,040
shares
|
$81.4 Million
0.19% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,092,088
shares
|
$78.2 Million
0.12% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,810,742
shares
|
$67.7 Million
0.22% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,339,074
shares
|
$50.1 Million
0.07% of portfolio
|
Q3 2024
Added 31.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,130,306
shares
|
$42.3 Million
0.15% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,104,588
shares
|
$41.3 Million
0.08% of portfolio
|
Q3 2024
Added 37.27%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,094,058
shares
|
$40.9 Million
0.12% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,033,984
shares
|
$38.7 Million
0.24% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
975,635
shares
|
$36.5 Million
2.01% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
965,710
shares
|
$36.1 Million
0.2% of portfolio
|
Q3 2024
Added 10.6%
|