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 |
---|---|---|---|---|---|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
55,716
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
55,217
shares
|
$1.84 Million
0.11% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
53,981
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2024
Added 75.08%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
52,306
shares
|
$1.75 Million
0.14% of portfolio
|
Q1 2024
Added 1.84%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
51,389
shares
|
$1.72 Million
0.27% of portfolio
|
Q1 2024
Added 29.81%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2024 Q1 2024 |
49,849
shares
|
$1.66 Million
0.3% of portfolio
|
Q1 2024
Added 14.57%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
48,907
shares
|
$1.63 Million
0.09% of portfolio
|
Q1 2024
Added 131.49%
|
|
Purus Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
48,639
shares
|
$1.62 Million
0.85% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 10, 2024 Q1 2024 |
48,593
shares
|
$1.62 Million
0.83% of portfolio
|
Q1 2024
Added 24.9%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
47,063
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2024
Added 429.57%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
46,995
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2024
Added 383.44%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
46,601
shares
|
$1.56 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 07, 2024 Q1 2024 |
45,838
shares
|
$1.53 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2024 Q1 2024 |
44,730
shares
|
$1.49 Million
0.46% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Y Intercept (Hong Kong) LTD
|
May 10, 2024 Q1 2024 |
44,191
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
43,874
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
Pcg Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
42,908
shares
|
$1.43 Million
0.73% of portfolio
|
Q1 2024
Reduced 29.17%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
42,536
shares
|
$1.42 Million
0.08% of portfolio
|
Q1 2024
Added 108.13%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 16, 2024 Q1 2024 |
42,336
shares
|
$1.41 Million
0.38% of portfolio
|
Q1 2024
Added 15.04%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
41,794
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2024
Added 189.97%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2024 Q1 2024 |
41,740
shares
|
$1.39 Million
0.85% of portfolio
|
Q1 2024
Added 88.34%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
41,278
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2024
Reduced 89.62%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
41,034
shares
|
$1.37 Million
0.23% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
40,204
shares
|
$1.34 Million
0.15% of portfolio
|
Q1 2024
Reduced 36.11%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
38,590
shares
|
$1.29 Million
0.25% of portfolio
|
Q1 2024
New holding
|