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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
9,937
shares
|
$323,051
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
9,723
shares
|
$316,094
0.09% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
9,712
shares
|
$315,737
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
9,526
shares
|
$309,690
0.1% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
9,442
shares
|
$306,959
0.05% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
9,382
shares
|
$305,008
0.26% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,340
shares
|
$303,643
0.08% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
9,225
shares
|
$299,904
0.02% of portfolio
|
Q1 2025
Added 28.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
9,223
shares
|
$299,839
0.0% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
9,072
shares
|
$294,930
0.01% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
9,057
shares
|
$294,443
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,871
shares
|
$288,396
0.05% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
8,797
shares
|
$285,990
0.14% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$285,632
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
8,725
shares
|
$283,649
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,637
shares
|
$280,788
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
8,534
shares
|
$277,440
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
8,401
shares
|
$273,116
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8,350
shares
|
$271,458
0.53% of portfolio
|
Q1 2025
Reduced 68.52%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,263
shares
|
$268,630
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,257
shares
|
$268,435
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
8,250
shares
|
$268,207
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
8,245
shares
|
$268,044
0.07% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
8,178
shares
|
$265,866
0.15% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
8,170
shares
|
$265,606
0.23% of portfolio
|
Q1 2025
Reduced 16.6%
|