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 |
---|---|---|---|---|---|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
37,676
shares
|
$1.26 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
Marshall Financial Group LLC
|
Apr 19, 2024 Q1 2024 |
36,660
shares
|
$1.22 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
35,668
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 2.0%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
32,054
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2024
Added 117.34%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
31,299
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
31,065
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2024
Added 102.44%
|
|
Secure Asset Management, LLC
|
Apr 30, 2024 Q1 2024 |
30,831
shares
|
$1.03 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
30,404
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2024
Added 46.48%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
30,333
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2024
Added 67.62%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
30,100
shares
|
$1 Million
0.01% of portfolio
|
Q1 2024
Added 10.87%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
29,736
shares
|
$992,587
0.1% of portfolio
|
Q1 2024
Added 526.55%
|
|
Tru Independence LLC
|
Apr 18, 2024 Q1 2024 |
29,021
shares
|
$968,720
0.3% of portfolio
|
Q1 2024
Added 9.92%
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 09, 2024 Q1 2024 |
28,595
shares
|
$954,501
0.71% of portfolio
|
Q1 2024
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
28,551
shares
|
$953,032
0.05% of portfolio
|
Q1 2024
Added 23.39%
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
28,421
shares
|
$948,692
0.55% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 10, 2024 Q1 2024 |
27,937
shares
|
$932,537
0.96% of portfolio
|
Q1 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
27,435
shares
|
$915,780
0.05% of portfolio
|
Q1 2024
Added 24.8%
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2024 Q1 2024 |
26,328
shares
|
$878,828
0.15% of portfolio
|
Q1 2024
Added 71.66%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
25,573
shares
|
$853,626
0.15% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
25,227
shares
|
$842,077
0.04% of portfolio
|
Q1 2024
Added 43.51%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
25,141
shares
|
$839,206
0.04% of portfolio
|
Q1 2024
Added 46.83%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
24,668
shares
|
$823,417
0.18% of portfolio
|
Q1 2024
Added 1.54%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
24,213
shares
|
$808,229
0.08% of portfolio
|
Q1 2024
Added 36.66%
|
|
Team Financial Group, LLC
Temecula, CA |
May 10, 2024 Q1 2024 |
23,961
shares
|
$799,818
0.56% of portfolio
|
Q1 2024
New holding
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 08, 2024 Q1 2024 |
23,500
shares
|
$784,430
0.2% of portfolio
|
Q1 2024
Added 27.03%
|