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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,053
shares
|
$355,876
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
9,880
shares
|
$349,752
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
9,879
shares
|
$349,716
0.18% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
9,833
shares
|
$348,088
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
9,740
shares
|
$344,796
0.22% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,729
shares
|
$344,406
0.09% of portfolio
|
Q3 2024
Added 31.01%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
9,526
shares
|
$337,220
0.1% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
8,933
shares
|
$316,228
0.1% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
8,815
shares
|
$312,051
0.03% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$311,024
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
8,725
shares
|
$308,865
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
8,464
shares
|
$299,625
0.12% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,404
shares
|
$297,501
0.0% of portfolio
|
Q3 2024
Added 173.92%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
8,322
shares
|
$294,598
0.24% of portfolio
|
Q3 2024
Added 42.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,223
shares
|
$291,094
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
8,216
shares
|
$290,846
0.02% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
8,175
shares
|
$289,395
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
8,086
shares
|
$286,244
0.16% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
8,038
shares
|
$284,545
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
8,024
shares
|
$284,049
0.0% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
7,905
shares
|
$279,837
0.29% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
7,803
shares
|
$276,226
0.1% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
7,719
shares
|
$273,252
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,385
shares
|
$261,429
0.0% of portfolio
|
Q3 2024
Reduced 70.69%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
7,355
shares
|
$260,367
0.04% of portfolio
|
Q3 2024
New holding
|