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 507 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $5.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
43,395
shares
|
$1.47 Million
0.33% of portfolio
|
Q4 2024
Added 28.59%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
43,388
shares
|
$1.47 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
42,246
shares
|
$1.43 Million
0.37% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
41,923
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Added 83.01%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
41,358
shares
|
$1.4 Million
0.27% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
41,172
shares
|
$1.39 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
41,061
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 247.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
41,036
shares
|
$1.39 Million
0.31% of portfolio
|
Q4 2024
Added 35.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,714
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 31.28%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
40,673
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 73.64%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Feb 11, 2025 Q4 2024 |
40,577
shares
|
$1.37 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
40,416
shares
|
$1.36 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
40,333
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
39,649
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
39,297
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
39,224
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,728
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
37,675
shares
|
$1.27 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
37,526
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 42.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
37,385
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Added 124.62%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
36,684
shares
|
$1.24 Million
0.29% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
36,298
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
36,274
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
36,003
shares
|
$1.22 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
35,343
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
New holding
|