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 |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
215,988
shares
|
$7.21 Million
0.02% of portfolio
|
Q1 2024
Added 8.64%
|
|
Tmd Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
214,290
shares
|
$7.15 Million
2.15% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
199,197
shares
|
$6.65 Million
0.46% of portfolio
|
Q1 2024
Added 557.96%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
195,023
shares
|
$6.51 Million
1.13% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
191,010
shares
|
$6.38 Million
0.12% of portfolio
|
Q1 2024
Added 52.22%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
189,608
shares
|
$6.33 Million
0.27% of portfolio
|
Q4 2023
Added 83.86%
|
|
Crumly & Associates Inc.
|
May 01, 2024 Q1 2024 |
186,356
shares
|
$6.22 Million
1.89% of portfolio
|
Q1 2024
Added 763.92%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
May 10, 2024 Q1 2024 |
184,577
shares
|
$6.16 Million
4.63% of portfolio
|
Q1 2024
Added 5.69%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
183,054
shares
|
$6.11 Million
0.02% of portfolio
|
Q1 2024
Added 109.66%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2024 Q1 2024 |
181,859
shares
|
$6.07 Million
0.23% of portfolio
|
Q1 2024
Added 19.76%
|
|
Aprio Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
180,798
shares
|
$6.04 Million
1.3% of portfolio
|
Q1 2024
Added 12.59%
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 15, 2024 Q1 2024 |
177,716
shares
|
$5.93 Million
4.43% of portfolio
|
Q1 2024
Added 2.74%
|
|
Wintrust Investments LLC
Chicago, IL |
May 09, 2024 Q1 2024 |
176,158
shares
|
$5.88 Million
0.54% of portfolio
|
Q1 2024
Added 14.87%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
175,861
shares
|
$5.87 Million
0.67% of portfolio
|
Q1 2024
Added 29.18%
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
175,408
shares
|
$5.86 Million
1.37% of portfolio
|
Q1 2024
Added 22.27%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
172,393
shares
|
$5.75 Million
0.23% of portfolio
|
Q1 2024
Added 13.3%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 15, 2024 Q1 2024 |
171,984
shares
|
$5.74 Million
1.83% of portfolio
|
Q1 2024
Added 20.5%
|
|
Concorde Asset Management, LLC
|
May 15, 2024 Q1 2024 |
169,636
shares
|
$5.66 Million
3.95% of portfolio
|
Q1 2024
New holding
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 15, 2024 Q1 2024 |
167,152
shares
|
$5.58 Million
1.68% of portfolio
|
Q1 2024
Added 791.19%
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 19, 2024 Q1 2024 |
164,253
shares
|
$5.48 Million
0.91% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
148,392
shares
|
$4.95 Million
0.26% of portfolio
|
Q1 2024
Added 16.68%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
144,485
shares
|
$4.82 Million
0.08% of portfolio
|
Q1 2024
Added 16.47%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
143,617
shares
|
$4.79 Million
0.06% of portfolio
|
Q1 2024
Added 42.74%
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
142,617
shares
|
$4.76 Million
1.8% of portfolio
|
Q1 2024
Added 28.2%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
142,599
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2024
Added 6.74%
|