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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,728
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
37,675
shares
|
$1.22 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
36,298
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
36,274
shares
|
$1.18 Million
0.24% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35,394
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
35,343
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
35,292
shares
|
$1.15 Million
0.57% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
35,177
shares
|
$1.14 Million
0.18% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
34,421
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,246
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
33,452
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
32,617
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
31,280
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
31,135
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
30,801
shares
|
$1 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
30,573
shares
|
$993,928
0.33% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
30,382
shares
|
$987,718
0.03% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
29,118
shares
|
$946,626
0.08% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
29,112
shares
|
$946,431
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
29,064
shares
|
$944,870
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
28,636
shares
|
$930,956
0.02% of portfolio
|
Q1 2025
Reduced 57.73%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
27,833
shares
|
$904,850
0.1% of portfolio
|
Q1 2025
Added 143.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
27,447
shares
|
$892,301
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
27,008
shares
|
$878,030
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
26,174
shares
|
$850,916
0.99% of portfolio
|
Q4 2024
New holding
|