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 |
---|---|---|---|---|---|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
136,108
shares
|
$4.54 Million
0.16% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
Darwin Advisors, LLC
|
May 13, 2024 Q1 2024 |
128,353
shares
|
$4.28 Million
1.28% of portfolio
|
Q1 2024
New holding
|
|
N.E.W. Advisory Services LLC
|
Apr 24, 2024 Q1 2024 |
125,928
shares
|
$4.2 Million
0.49% of portfolio
|
Q1 2024
Added 954.94%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
123,672
shares
|
$4.13 Million
2.05% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
May 14, 2024 Q1 2024 |
123,420
shares
|
$4.12 Million
0.73% of portfolio
|
Q1 2024
Added 1598.6%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
107,682
shares
|
$3.59 Million
0.22% of portfolio
|
Q1 2024
Added 10.03%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
105,780
shares
|
$3.53 Million
0.03% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
105,510
shares
|
$3.52 Million
0.05% of portfolio
|
Q1 2024
Added 304.76%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
103,031
shares
|
$3.44 Million
0.59% of portfolio
|
Q1 2024
Added 19.74%
|
|
Naviter Wealth, LLC
|
Apr 18, 2024 Q1 2024 |
102,975
shares
|
$3.44 Million
0.59% of portfolio
|
Q1 2024
Reduced 15.88%
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 13, 2024 Q1 2024 |
102,973
shares
|
$3.44 Million
2.4% of portfolio
|
Q1 2024
Added 12.67%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
100,296
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2024
Added 761.35%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
97,038
shares
|
$3.24 Million
0.68% of portfolio
|
Q1 2024
Added 1366.05%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
96,970
shares
|
$3.24 Million
0.16% of portfolio
|
Q1 2024
Reduced 9.63%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
91,355
shares
|
$3.05 Million
0.36% of portfolio
|
Q1 2024
Added 96.46%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
91,333
shares
|
$3.05 Million
0.2% of portfolio
|
Q1 2024
Added 26.98%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
90,466
shares
|
$3.02 Million
0.11% of portfolio
|
Q1 2024
Added 72.1%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
86,830
shares
|
$2.9 Million
0.92% of portfolio
|
Q1 2024
Reduced 35.09%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
84,615
shares
|
$2.82 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.93%
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 23, 2024 Q1 2024 |
78,732
shares
|
$2.63 Million
1.54% of portfolio
|
Q1 2024
Added 17.05%
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2024 Q1 2024 |
78,582
shares
|
$2.62 Million
1.56% of portfolio
|
Q1 2024
Added 47.92%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
77,808
shares
|
$2.6 Million
2.22% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
Cedrus LLC
Littleton, CO |
Apr 15, 2024 Q1 2024 |
77,168
shares
|
$2.58 Million
1.47% of portfolio
|
Q1 2024
Added 9.98%
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 10, 2024 Q1 2024 |
76,209
shares
|
$2.54 Million
2.25% of portfolio
|
Q1 2024
Added 1.4%
|