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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
8,015
shares
|
$260,567
0.03% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
7,954
shares
|
$258,584
0.13% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
7,731
shares
|
$251,334
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
7,719
shares
|
$250,944
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,717
shares
|
$250,879
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
7,650
shares
|
$248,701
0.0% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
7,561
shares
|
$245,808
0.24% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
7,561
shares
|
$245,808
0.04% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
7,532
shares
|
$244,865
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,438
shares
|
$241,809
0.1% of portfolio
|
Q1 2025
Reduced 97.06%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
7,342
shares
|
$238,688
0.08% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
7,300
shares
|
$237,323
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
7,245
shares
|
$235,534
0.04% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
7,210
shares
|
$234,397
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,972
shares
|
$226,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
6,952
shares
|
$226,009
0.03% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
6,814
shares
|
$221,523
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,594
shares
|
$214,370
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,502
shares
|
$211,380
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,448
shares
|
$209,624
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,341
shares
|
$206,145
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,314
shares
|
$205,268
0.0% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
6,310
shares
|
$205,138
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,260
shares
|
$203,512
0.03% of portfolio
|
Q1 2025
Added 723.68%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,145
shares
|
$199,773
0.19% of portfolio
|
Q1 2025
Added 0.03%
|