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 308 institutions that hold shares in the stock, with a total of 90.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
2,200
shares
|
$73,436
0.0% of portfolio
|
Q1 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
1,682
shares
|
$56,145
0.0% of portfolio
|
Q1 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
1,545
shares
|
$51,572
0.0% of portfolio
|
Q1 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,295
shares
|
$43,227
0.01% of portfolio
|
Q1 2023
New holding
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
1,160
shares
|
$38,720
0.0% of portfolio
|
Q1 2024
Added 19.59%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,042
shares
|
$34,781
0.0% of portfolio
|
Q1 2024
New holding
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
963
shares
|
$32,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
925
shares
|
$30,876
0.01% of portfolio
|
Q1 2024
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
924
shares
|
$30,843
0.01% of portfolio
|
Q2 2022
New holding
|
|
Sawyer & Company, Inc
|
Apr 16, 2024 Q1 2024 |
848
shares
|
$28,306
0.01% of portfolio
|
Q3 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
724
shares
|
$24,167
0.0% of portfolio
|
Q1 2024
Reduced 99.05%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
642
shares
|
$21,429
0.01% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
514
shares
|
$17,157
0.0% of portfolio
|
Q1 2024
Added 193.71%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
500
shares
|
$16,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
472
shares
|
$15,755
0.0% of portfolio
|
Q1 2024
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
432
shares
|
$14,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
417
shares
|
$13,919
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
400
shares
|
$13,352
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
394
shares
|
$13,151
0.01% of portfolio
|
Q4 2023
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
364
shares
|
$12,150
0.0% of portfolio
|
Q1 2024
Added 8.98%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
255
shares
|
$8,511
0.0% of portfolio
|
Q1 2024
Added 0.79%
|
|
M&R Capital Management Inc
|
Apr 02, 2024 Q1 2024 |
215
shares
|
$7,176
0.0% of portfolio
|
Q4 2023
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
157
shares
|
$5,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
150
shares
|
$5,007
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
100
shares
|
$3,338
0.0% of portfolio
|
Q1 2024
New holding
|