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 |
---|---|---|---|---|---|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
74,326
shares
|
$2.48 Million
0.73% of portfolio
|
Q1 2024
Added 19.63%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
69,524
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.05%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
69,311
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2024
Added 126.02%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
68,617
shares
|
$2.29 Million
0.19% of portfolio
|
Q1 2024
Added 30.49%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
68,521
shares
|
$2.29 Million
0.1% of portfolio
|
Q1 2024
Added 2.84%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
65,468
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2024
Added 65.01%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
65,447
shares
|
$2.18 Million
0.04% of portfolio
|
Q1 2024
Added 30.42%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
64,426
shares
|
$2.15 Million
0.92% of portfolio
|
Q1 2024
Added 31.66%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
64,164
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
63,824
shares
|
$2.13 Million
0.23% of portfolio
|
Q1 2024
Added 2.29%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
63,433
shares
|
$2.12 Million
0.23% of portfolio
|
Q1 2024
Reduced 11.77%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
62,551
shares
|
$2.09 Million
0.1% of portfolio
|
Q4 2023
Added 33.49%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
62,518
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2024
Added 138.15%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
62,047
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2024
Added 8.85%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
61,726
shares
|
$2.06 Million
0.06% of portfolio
|
Q1 2024
Added 0.87%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,737
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2022
Reduced 54.6%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
May 02, 2024 Q1 2024 |
60,538
shares
|
$2.02 Million
1.07% of portfolio
|
Q1 2024
Added 120.62%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
60,200
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
59,978
shares
|
$2 Million
0.21% of portfolio
|
Q1 2024
Added 27.75%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 26, 2024 Q1 2024 |
59,888
shares
|
$2 Million
1.19% of portfolio
|
Q1 2024
Added 7.14%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
58,920
shares
|
$1.97 Million
0.07% of portfolio
|
Q1 2024
Added 118.59%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Apr 30, 2024 Q1 2024 |
58,583
shares
|
$1.96 Million
1.32% of portfolio
|
Q1 2024
Added 8.21%
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
May 10, 2024 Q1 2024 |
58,376
shares
|
$1.95 Million
1.44% of portfolio
|
Q1 2024
Added 34.58%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 11, 2024 Q1 2024 |
56,693
shares
|
$1.89 Million
1.04% of portfolio
|
Q1 2024
New holding
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 18, 2024 Q1 2024 |
55,836
shares
|
$1.86 Million
1.15% of portfolio
|
Q1 2024
Reduced 0.54%
|