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 |
---|---|---|---|---|---|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
23,277
shares
|
$776,986
0.09% of portfolio
|
Q1 2024
Added 36.91%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$731,823
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|
Sfg Wealth Management, Llc.
|
Apr 26, 2024 Q1 2024 |
21,698
shares
|
$724,279
0.46% of portfolio
|
Q1 2024
Added 8.26%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
21,585
shares
|
$720,507
0.0% of portfolio
|
Q1 2024
Added 43.31%
|
|
Investment Partners, Ltd.
|
Apr 15, 2024 Q1 2024 |
21,271
shares
|
$710,025
0.34% of portfolio
|
Q1 2024
Added 1.5%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
20,862
shares
|
$696,373
0.02% of portfolio
|
Q1 2024
Added 1798.27%
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2024 Q1 2024 |
20,819
shares
|
$694,938
0.31% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
20,416
shares
|
$681,486
0.03% of portfolio
|
Q1 2024
Added 6.06%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
20,360
shares
|
$679,616
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
19,914
shares
|
$664,729
0.0% of portfolio
|
Q1 2024
Reduced 8.83%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
19,338
shares
|
$645,502
0.02% of portfolio
|
Q1 2024
Reduced 43.17%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
19,322
shares
|
$644,968
0.03% of portfolio
|
Q1 2024
Added 109.41%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
18,615
shares
|
$621,368
0.01% of portfolio
|
Q1 2024
Added 17.46%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
18,533
shares
|
$618,631
0.05% of portfolio
|
Q1 2024
Reduced 25.76%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
17,887
shares
|
$597,068
0.51% of portfolio
|
Q1 2024
Reduced 8.9%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
17,855
shares
|
$595,999
0.03% of portfolio
|
Q1 2024
Added 12.54%
|
|
Paradigm Financial Partners, LLC
|
May 15, 2024 Q1 2024 |
17,691
shares
|
$590,525
0.13% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
17,421
shares
|
$581,512
0.0% of portfolio
|
Q1 2024
Added 78.44%
|
|
Capital Advantage, Inc.
|
May 14, 2024 Q1 2024 |
17,346
shares
|
$579,009
0.12% of portfolio
|
Q1 2024
New holding
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
17,121
shares
|
$571,498
0.05% of portfolio
|
Q1 2024
Added 52.99%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
16,950
shares
|
$565,791
0.05% of portfolio
|
Q1 2024
Added 64.15%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
16,949
shares
|
$565,757
0.23% of portfolio
|
Q4 2023
Reduced 21.26%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
16,904
shares
|
$564,255
0.02% of portfolio
|
Q1 2024
Added 12.16%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,506
shares
|
$550,970
0.11% of portfolio
|
Q1 2024
New holding
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
16,406
shares
|
$547,632
0.05% of portfolio
|
Q1 2024
Added 30.44%
|