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 341 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
11,833
shares
|
$425,514
0.02% of portfolio
|
Q1 2024
Added 15.84%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
11,816
shares
|
$424,903
0.07% of portfolio
|
Q2 2024
Added 427.74%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
11,718
shares
|
$421,379
0.33% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
11,684
shares
|
$420,156
0.05% of portfolio
|
Q2 2024
Added 5.18%
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
11,664
shares
|
$419,437
0.28% of portfolio
|
Q1 2024
Added 0.17%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
10,992
shares
|
$395,272
0.23% of portfolio
|
Q2 2024
Added 2.68%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
10,623
shares
|
$382,003
0.12% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 12, 2024 Q2 2024 |
10,605
shares
|
$381,355
0.2% of portfolio
|
Q2 2024
Added 0.45%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
10,411
shares
|
$374,379
0.03% of portfolio
|
Q2 2024
Added 0.01%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
10,130
shares
|
$364,274
0.0% of portfolio
|
Q2 2024
Reduced 25.18%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
10,053
shares
|
$361,505
0.06% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
9,700
shares
|
$348,812
0.02% of portfolio
|
Q2 2024
Reduced 23.63%
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Aug 08, 2024 Q2 2024 |
9,375
shares
|
$337,125
0.29% of portfolio
|
Q2 2024
New holding
|
|
Grant
|
Jul 22, 2024 Q2 2024 |
9,137
shares
|
$328,566
0.16% of portfolio
|
Q2 2024
Added 43.51%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
8,937
shares
|
$321,374
0.0% of portfolio
|
Q2 2024
New holding
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
8,878
shares
|
$319,252
0.15% of portfolio
|
Q2 2024
Added 45.9%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$315,944
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
8,250
shares
|
$296,670
0.02% of portfolio
|
Q2 2024
New holding
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
8,061
shares
|
$289,873
0.11% of portfolio
|
Q2 2024
Added 9.09%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
8,061
shares
|
$289,873
0.12% of portfolio
|
Q1 2024
New holding
|
|
Barry Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
7,925
shares
|
$284,983
0.09% of portfolio
|
Q2 2024
New holding
|
|
Pitti Group Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
7,905
shares
|
$284,263
0.28% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
7,717
shares
|
$277,503
0.03% of portfolio
|
Q2 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
7,692
shares
|
$276,604
0.0% of portfolio
|
Q2 2024
Reduced 28.85%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
7,647
shares
|
$274,986
0.01% of portfolio
|
Q2 2024
Added 8.87%
|