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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,927
shares
|
$62,646
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,852
shares
|
$60,208
0.01% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,721
shares
|
$55,949
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,610
shares
|
$52,341
0.0% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,295
shares
|
$42,100
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,266
shares
|
$41,157
0.0% of portfolio
|
Q2 2024
Reduced 24.73%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,259
shares
|
$40,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,252
shares
|
$40,702
0.03% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,222
shares
|
$39,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$39,012
0.04% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,199
shares
|
$38,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,192
shares
|
$38,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
924
shares
|
$30,039
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
875
shares
|
$28,446
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
857
shares
|
$27,861
0.01% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
802
shares
|
$26,073
0.0% of portfolio
|
Q4 2024
Added 307.11%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
800
shares
|
$26,008
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
666
shares
|
$21,651
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
642
shares
|
$20,871
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
587
shares
|
$19,083
0.01% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
565
shares
|
$18,368
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
515
shares
|
$16,742
0.0% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
485
shares
|
$15,767
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
432
shares
|
$14,044
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
431
shares
|
$14,011
0.0% of portfolio
|
Q1 2025
New holding
|