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 426 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $5.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
15,802
shares
|
$597,315
0.05% of portfolio
|
Q3 2024
Reduced 64.68%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,650
shares
|
$591,570
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,389
shares
|
$581,704
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
15,054
shares
|
$569,041
0.03% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
15,000
shares
|
$567,000
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
14,944
shares
|
$564,883
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
14,801
shares
|
$559,477
0.14% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
14,327
shares
|
$541,560
0.23% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
14,319
shares
|
$541,258
0.04% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,272
shares
|
$539,481
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
14,204
shares
|
$536,911
0.11% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,031
shares
|
$530,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
14,004
shares
|
$529,351
0.1% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
13,970
shares
|
$528,066
0.26% of portfolio
|
Q3 2024
Reduced 50.94%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
13,835
shares
|
$522,962
0.28% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
13,640
shares
|
$515,591
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,223
shares
|
$499,829
0.01% of portfolio
|
Q3 2024
Added 72.92%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
12,822
shares
|
$484,671
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
12,778
shares
|
$483,008
0.05% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,711
shares
|
$480,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,475
shares
|
$471,554
0.27% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,259
shares
|
$463,390
0.12% of portfolio
|
Q4 2024
Added 26.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12,060
shares
|
$455,867
0.31% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,986
shares
|
$453,070
0.14% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
11,909
shares
|
$450,160
0.19% of portfolio
|
Q3 2024
Added 0.07%
|