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 507 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,935,886
shares
|
$713 Million
0.33% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
18,729,904
shares
|
$609 Million
0.05% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12,732,120
shares
|
$414 Million
0.11% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,636,023
shares
|
$346 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,099,053
shares
|
$231 Million
0.02% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,618,867
shares
|
$215 Million
0.05% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,599,081
shares
|
$182 Million
0.04% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$138 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
|
$138 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,731,491
shares
|
$121 Million
2.52% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,447,137
shares
|
$112 Million
0.27% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,132,744
shares
|
$102 Million
0.04% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
3,098,076
shares
|
$101 Million
3.98% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
2,797,009
shares
|
$90.9 Million
0.15% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,771,753
shares
|
$90.1 Million
0.11% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,702,167
shares
|
$87.8 Million
0.14% of portfolio
|
Q4 2024
Added 29.16%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
2,666,766
shares
|
$86.7 Million
14.14% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,398,427
shares
|
$78 Million
0.12% of portfolio
|
Q4 2024
Added 79.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,253,098
shares
|
$73.2 Million
0.25% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,131,844
shares
|
$69.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,533,825
shares
|
$49.9 Million
0.32% of portfolio
|
Q4 2024
Added 48.34%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,414,753
shares
|
$46 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,410,666
shares
|
$45.9 Million
0.17% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,268,466
shares
|
$41.2 Million
0.09% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,243,511
shares
|
$40.4 Million
0.13% of portfolio
|
Q4 2024
Added 13.66%
|