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 173 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
587
shares
|
$20,603
0.01% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
565
shares
|
$19,831
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
560
shares
|
$19,656
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
515
shares
|
$18,076
0.0% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
500
shares
|
$17,550
0.01% of portfolio
|
Q4 2024
Added 157.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
485
shares
|
$17,023
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
432
shares
|
$15,163
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
423
shares
|
$14,847
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
394
shares
|
$13,829
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
346
shares
|
$12,144
0.0% of portfolio
|
Q4 2024
Reduced 23.79%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
325
shares
|
$11,407
0.0% of portfolio
|
Q4 2024
Reduced 51.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
277
shares
|
$9,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
249
shares
|
$8,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$7,722
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$7,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
199
shares
|
$6,984
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
150
shares
|
$5,265
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
137
shares
|
$4,808
0.0% of portfolio
|
Q4 2024
Reduced 68.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
128
shares
|
$4,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
100
shares
|
$3,510
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$3,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
46
shares
|
$1,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
44
shares
|
$1,544
0.15% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
39
shares
|
$1,368
0.0% of portfolio
|
Q3 2024
Reduced 95.95%
|