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 407 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
18,082
shares
|
$640,102
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
17,896
shares
|
$633,518
0.5% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,742
shares
|
$628,066
0.07% of portfolio
|
Q3 2024
Added 28.32%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,267
shares
|
$611,251
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
16,964
shares
|
$600,525
0.28% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
16,781
shares
|
$594,047
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,727
shares
|
$592,135
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,644
shares
|
$589,197
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
16,642
shares
|
$589,126
0.0% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,506
shares
|
$584,312
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
16,436
shares
|
$581,834
0.06% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
16,421
shares
|
$581,303
0.1% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
16,306
shares
|
$577,232
0.28% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
16,205
shares
|
$573,657
0.0% of portfolio
|
Q3 2024
Added 7804.88%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
15,914
shares
|
$563,355
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
15,808
shares
|
$559,603
0.21% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
15,802
shares
|
$559,390
0.05% of portfolio
|
Q3 2024
Reduced 64.68%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,650
shares
|
$554,010
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
15,054
shares
|
$532,911
0.03% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
15,000
shares
|
$531,000
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
14,944
shares
|
$529,017
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
14,327
shares
|
$507,175
0.23% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
14,319
shares
|
$506,892
0.04% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,272
shares
|
$505,228
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
14,126
shares
|
$500,060
0.12% of portfolio
|
Q3 2024
Added 0.61%
|