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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,082
shares
|
$197,725
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
6,007
shares
|
$195,287
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
5,963
shares
|
$193,857
0.0% of portfolio
|
Q4 2024
Added 85.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,810
shares
|
$188,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,669
shares
|
$184,299
0.03% of portfolio
|
Q4 2024
Added 51.66%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$182,543
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
5,409
shares
|
$175,846
0.04% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
5,300
shares
|
$172,303
0.01% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
5,030
shares
|
$163,525
0.02% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,958
shares
|
$161,184
0.01% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
4,550
shares
|
$147,920
0.04% of portfolio
|
Q1 2025
Reduced 24.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,288
shares
|
$139,402
0.0% of portfolio
|
Q1 2025
Reduced 97.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,255
shares
|
$138,330
0.05% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,250
shares
|
$138,167
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,684
shares
|
$119,766
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,225
shares
|
$104,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,169
shares
|
$103,024
0.08% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
3,055
shares
|
$99,318
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,842
shares
|
$92,393
0.01% of portfolio
|
Q1 2025
Added 83.35%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,829
shares
|
$91,970
0.04% of portfolio
|
Q4 2024
Reduced 92.2%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,565
shares
|
$83,388
0.0% of portfolio
|
Q4 2024
Added 248.03%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
2,500
shares
|
$81,275
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,108
shares
|
$68,531
0.03% of portfolio
|
Q4 2024
Added 147.71%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,047
shares
|
$66,547
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$65,019
0.02% of portfolio
|
Q4 2024
New holding
|