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 |
---|---|---|---|---|---|
Kpp Advisory Services LLC
Louisville, KY |
May 14, 2024 Q1 2024 |
16,147
shares
|
$538,986
0.15% of portfolio
|
Q1 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
15,534
shares
|
$518,524
0.02% of portfolio
|
Q1 2024
Closed
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 15, 2024 Q1 2024 |
15,407
shares
|
$514,285
0.06% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
15,358
shares
|
$512,650
0.24% of portfolio
|
Q1 2024
Added 10.43%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
15,261
shares
|
$509,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
14,759
shares
|
$492,655
0.39% of portfolio
|
Q1 2024
Added 1148.65%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 07, 2024 Q1 2024 |
14,739
shares
|
$491,987
0.2% of portfolio
|
Q1 2024
Added 42.88%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
14,490
shares
|
$483,676
0.26% of portfolio
|
Q1 2024
New holding
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
14,228
shares
|
$474,930
0.29% of portfolio
|
Q1 2024
Added 27.46%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
13,824
shares
|
$461,445
0.0% of portfolio
|
Q1 2024
Added 32.15%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
13,539
shares
|
$451,931
0.0% of portfolio
|
Q1 2024
Added 18.15%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
13,539
shares
|
$451,931
0.02% of portfolio
|
Q1 2024
New holding
|
|
L.M. Kohn & Company
|
Apr 25, 2024 Q1 2024 |
12,916
shares
|
$431,136
0.13% of portfolio
|
Q1 2024
New holding
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
12,885
shares
|
$430,101
0.02% of portfolio
|
Q1 2024
Added 21.56%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
12,719
shares
|
$424,560
0.12% of portfolio
|
Q1 2024
Added 23.92%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
12,702
shares
|
$423,992
0.03% of portfolio
|
Q1 2024
Added 408.08%
|
|
Old Port Advisors
|
Jun 26, 2024 Q1 2024 |
12,625
shares
|
$421,422
0.13% of portfolio
|
Q1 2024
Reduced 13.21%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
12,410
shares
|
$414,245
0.02% of portfolio
|
Q4 2023
New holding
|
|
Stonebridge Financial Planning Group, LLC
|
May 13, 2024 Q1 2024 |
12,129
shares
|
$404,866
0.23% of portfolio
|
Q1 2024
Added 36.62%
|
|
Cottonwood Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
11,955
shares
|
$399,057
0.33% of portfolio
|
Q1 2024
Added 5.4%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
11,833
shares
|
$394,985
0.02% of portfolio
|
Q1 2024
Added 15.84%
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
11,664
shares
|
$389,344
0.28% of portfolio
|
Q1 2024
Added 0.17%
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
11,623
shares
|
$387,975
0.2% of portfolio
|
Q1 2024
New holding
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
11,465
shares
|
$382,701
0.04% of portfolio
|
Q1 2024
New holding
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 22, 2024 Q1 2024 |
11,137
shares
|
$371,753
0.29% of portfolio
|
Q1 2024
New holding
|