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 308 institutions that hold shares in the stock, with a total of 90.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
549,672
shares
|
$18.3 Million
0.73% of portfolio
|
Q1 2024
Added 3359.67%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
533,298
shares
|
$17.8 Million
0.59% of portfolio
|
Q4 2023
Reduced 13.5%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
518,530
shares
|
$17.3 Million
0.05% of portfolio
|
Q1 2024
Added 10.28%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
498,225
shares
|
$16.6 Million
0.4% of portfolio
|
Q1 2024
Added 99.23%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
463,115
shares
|
$15.5 Million
1.44% of portfolio
|
Q1 2024
Added 212.7%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
387,141
shares
|
$12.9 Million
0.91% of portfolio
|
Q1 2024
Added 6.03%
|
|
Sanchez Wealth Management Group
|
May 07, 2024 Q1 2024 |
375,197
shares
|
$12.5 Million
4.7% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
Advantage Trust CO
Salina, KS |
May 07, 2024 Q1 2024 |
373,795
shares
|
$12.5 Million
9.6% of portfolio
|
Q1 2024
Added 0.17%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
360,377
shares
|
$12 Million
0.02% of portfolio
|
Q1 2024
Reduced 23.57%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
344,864
shares
|
$11.5 Million
0.11% of portfolio
|
Q1 2024
Added 236.58%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
343,777
shares
|
$11.5 Million
0.94% of portfolio
|
Q1 2024
Added 8.27%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
333,156
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2024
Added 33.89%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
329,773
shares
|
$11 Million
4.53% of portfolio
|
Q1 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
323,867
shares
|
$10.8 Million
0.17% of portfolio
|
Q1 2024
Added 41.23%
|
|
Presidio Capital Management, LLC
|
Apr 24, 2024 Q1 2024 |
298,630
shares
|
$9.97 Million
7.65% of portfolio
|
Q1 2024
New holding
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
296,485
shares
|
$9.9 Million
0.72% of portfolio
|
Q1 2024
Added 125.97%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 29, 2024 Q1 2024 |
294,939
shares
|
$9.85 Million
5.63% of portfolio
|
Q1 2024
Added 5.56%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
269,868
shares
|
$9.01 Million
0.03% of portfolio
|
Q1 2024
Added 10.68%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
264,635
shares
|
$8.83 Million
0.96% of portfolio
|
Q1 2024
Added 88.17%
|
|
Aft, Forsyth & Sober, LLC
|
May 13, 2024 Q1 2024 |
250,000
shares
|
$8.35 Million
3.1% of portfolio
|
Q1 2024
New holding
|
|
Astor Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
247,078
shares
|
$8.25 Million
3.82% of portfolio
|
Q1 2024
New holding
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
241,554
shares
|
$8.06 Million
3.5% of portfolio
|
Q1 2024
Reduced 23.73%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
232,861
shares
|
$7.77 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
228,883
shares
|
$7.64 Million
0.26% of portfolio
|
Q1 2024
Added 495.86%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 10, 2024 Q1 2024 |
219,135
shares
|
$7.31 Million
6.13% of portfolio
|
Q1 2024
Added 70.02%
|