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 341 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $3.97 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,592
shares
|
$130,210
0.0% of portfolio
|
Q2 2024
Added 63.27%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,068
shares
|
$111,215
0.0% of portfolio
|
Q2 2024
Added 26.83%
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
2,678
shares
|
$97,077
0.05% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
2,658
shares
|
$96,352
0.03% of portfolio
|
Q2 2024
Added 3.5%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
2,500
shares
|
$90,625
0.04% of portfolio
|
Q1 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,037
shares
|
$73,841
0.05% of portfolio
|
Q2 2024
Added 1197.45%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,565
shares
|
$56,731
0.0% of portfolio
|
Q2 2024
Reduced 32.19%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
1,423
shares
|
$51,583
0.02% of portfolio
|
Q2 2024
Reduced 44.48%
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,405
shares
|
$50,931
0.02% of portfolio
|
Q2 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,295
shares
|
$46,943
0.01% of portfolio
|
Q1 2023
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
1,266
shares
|
$45,892
0.0% of portfolio
|
Q2 2024
Reduced 24.73%
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
1,200
shares
|
$43,500
0.04% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
1,160
shares
|
$42,050
0.0% of portfolio
|
Q1 2024
Added 19.59%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,042
shares
|
$37,772
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
1,005
shares
|
$36,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
Van Eck Associates Corp
|
Jul 31, 2024 Q2 2024 |
963
shares
|
$34,908
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
936
shares
|
$33,930
0.01% of portfolio
|
Q2 2024
Added 1.19%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
924
shares
|
$33,495
0.01% of portfolio
|
Q2 2022
New holding
|
|
Sawyer & Company, Inc
|
Jul 31, 2024 Q2 2024 |
848
shares
|
$30,740
0.01% of portfolio
|
Q3 2023
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
848
shares
|
$30,740
0.01% of portfolio
|
Q2 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
712
shares
|
$25,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
642
shares
|
$23,272
0.01% of portfolio
|
Q1 2024
New holding
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
572
shares
|
$20,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
563
shares
|
$20,408
0.01% of portfolio
|
Q2 2024
Reduced 94.53%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
503
shares
|
$18,233
0.0% of portfolio
|
Q2 2024
Added 38.19%
|