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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
21,180
shares
|
$688,561
0.13% of portfolio
|
Q4 2024
Added 114.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,162
shares
|
$687,976
0.02% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
21,091
shares
|
$685,668
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
21,045
shares
|
$684,172
0.13% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
20,540
shares
|
$667,755
0.35% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
20,430
shares
|
$664,179
0.34% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
20,418
shares
|
$663,789
0.07% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
20,122
shares
|
$654,166
0.61% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
19,941
shares
|
$648,281
0.07% of portfolio
|
Q4 2024
Added 86.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
19,830
shares
|
$644,673
0.02% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
19,781
shares
|
$643,080
0.07% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,197
shares
|
$624,094
0.0% of portfolio
|
Q4 2024
Added 240.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
19,188
shares
|
$623,801
0.03% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
19,135
shares
|
$622,078
0.32% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,026
shares
|
$618,535
0.17% of portfolio
|
Q1 2025
Added 58.74%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,860
shares
|
$613,138
0.01% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
18,781
shares
|
$610,570
0.32% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
18,660
shares
|
$606,636
0.5% of portfolio
|
Q1 2025
Added 2090.14%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
18,376
shares
|
$597,403
0.52% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
17,871
shares
|
$580,986
0.54% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
17,854
shares
|
$580,433
0.6% of portfolio
|
Q1 2025
Added 95.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,267
shares
|
$561,350
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
17,232
shares
|
$560,212
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
16,704
shares
|
$543,047
0.13% of portfolio
|
Q1 2025
Reduced 54.47%
|