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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,506
shares
|
$536,610
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
16,185
shares
|
$526,174
0.13% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
16,180
shares
|
$526,011
0.04% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
15,902
shares
|
$516,974
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,209
shares
|
$494,444
2.27% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
15,154
shares
|
$492,656
0.17% of portfolio
|
Q1 2025
Reduced 36.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
15,058
shares
|
$489,535
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
14,991
shares
|
$487,357
0.2% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
14,699
shares
|
$477,864
0.31% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
14,582
shares
|
$474,060
0.05% of portfolio
|
Q4 2024
Added 65.42%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
14,400
shares
|
$468,144
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
14,294
shares
|
$464,697
0.62% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
14,214
shares
|
$462,097
0.15% of portfolio
|
Q1 2025
Added 102.91%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
14,198
shares
|
$461,576
0.27% of portfolio
|
Q1 2025
Reduced 71.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
14,114
shares
|
$458,846
0.04% of portfolio
|
Q4 2024
Reduced 40.65%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
14,004
shares
|
$455,270
0.1% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
13,984
shares
|
$454,619
0.0% of portfolio
|
Q4 2024
Reduced 63.13%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
13,490
shares
|
$438,559
0.34% of portfolio
|
Q1 2025
Reduced 51.5%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,477
shares
|
$438,137
0.0% of portfolio
|
Q1 2025
Added 92.36%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,427
shares
|
$436,511
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,424
shares
|
$436,414
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,242
shares
|
$430,497
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
13,196
shares
|
$429,001
0.02% of portfolio
|
Q1 2025
Added 112.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,140
shares
|
$427,181
0.02% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
12,822
shares
|
$416,843
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|