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 502 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 $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
48,053
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
47,033
shares
|
$1.53 Million
0.33% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
46,813
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 106293.18%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
46,740
shares
|
$1.52 Million
1.01% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
46,670
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
46,251
shares
|
$1.5 Million
0.34% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
45,146
shares
|
$1.47 Million
0.27% of portfolio
|
Q1 2025
Added 200.01%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
43,753
shares
|
$1.42 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
43,695
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
43,486
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
43,388
shares
|
$1.41 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
42,096
shares
|
$1.37 Million
0.47% of portfolio
|
Q1 2025
Added 62.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
41,923
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 83.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
41,902
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
41,358
shares
|
$1.34 Million
0.25% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
41,172
shares
|
$1.34 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
40,777
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Feb 11, 2025 Q4 2024 |
40,577
shares
|
$1.32 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
40,416
shares
|
$1.31 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
39,649
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
39,359
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
39,224
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
39,128
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
39,035
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
38,695
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
Added 19.05%
|