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 507 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 $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
425
shares
|
$13,816
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
394
shares
|
$12,808
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
370
shares
|
$12,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
346
shares
|
$11,248
0.0% of portfolio
|
Q4 2024
Reduced 23.79%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
277
shares
|
$9,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
250
shares
|
$8,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
249
shares
|
$8,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
237
shares
|
$7,704
0.0% of portfolio
|
Q1 2025
Reduced 67.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$7,152
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
220
shares
|
$7,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$6,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
199
shares
|
$6,469
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
137
shares
|
$4,453
0.0% of portfolio
|
Q4 2024
Reduced 68.29%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
114
shares
|
$3,706
0.0% of portfolio
|
Q1 2025
Reduced 64.92%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$3,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
46
shares
|
$1,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
39
shares
|
$1,267
0.0% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
31
shares
|
$1,007
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
29
shares
|
$942
0.0% of portfolio
|
Q4 2024
Reduced 99.05%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
14
shares
|
$455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
13
shares
|
$422
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
3
shares
|
$97
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|