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 |
|---|---|---|---|---|---|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
26,124
shares
|
$849,291
0.8% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
26,062
shares
|
$847,275
0.58% of portfolio
|
Q1 2025
Added 23.74%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
25,303
shares
|
$822,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
25,260
shares
|
$821,202
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
24,112
shares
|
$783,881
0.46% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
24,014
shares
|
$780,695
0.34% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
23,957
shares
|
$778,842
0.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
23,869
shares
|
$775,981
1.59% of portfolio
|
Q4 2024
Reduced 90.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
23,850
shares
|
$775,363
0.07% of portfolio
|
Q4 2024
Added 66.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
23,429
shares
|
$761,676
0.04% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
23,231
shares
|
$755,239
0.02% of portfolio
|
Q4 2024
Added 75.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
23,145
shares
|
$752,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
23,011
shares
|
$748,087
0.84% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
22,997
shares
|
$747,632
0.08% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
22,750
shares
|
$739,602
0.35% of portfolio
|
Q1 2025
Added 58.15%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
22,612
shares
|
$735,116
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
22,530
shares
|
$732,450
0.25% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
22,483
shares
|
$730,922
0.34% of portfolio
|
Q4 2024
Added 32.53%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$712,749
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$711,773
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$710,473
0.72% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
21,681
shares
|
$704,849
0.15% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
21,510
shares
|
$699,290
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
21,475
shares
|
$698,152
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
21,350
shares
|
$694,088
0.0% of portfolio
|
Q4 2024
Added 28.29%
|