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 |
|---|---|---|---|---|---|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
35,177
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
34,342
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 65.78%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,246
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
33,358
shares
|
$1.13 Million
0.54% of portfolio
|
Q4 2024
Reduced 42.74%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
32,922
shares
|
$1.11 Million
0.75% of portfolio
|
Q4 2024
Added 120.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
32,617
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
32,504
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Added 58.58%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
32,247
shares
|
$1.09 Million
0.89% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,076
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 73.71%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
31,280
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
31,135
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
31,039
shares
|
$1.05 Million
0.36% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
30,856
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
30,801
shares
|
$1.04 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
29,112
shares
|
$983,112
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
27,813
shares
|
$939,245
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
27,447
shares
|
$926,885
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,851
shares
|
$906,758
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
26,827
shares
|
$905,947
0.01% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
26,526
shares
|
$895,783
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
26,174
shares
|
$883,895
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
26,148
shares
|
$883,017
0.02% of portfolio
|
Q4 2024
Added 322.83%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
25,899
shares
|
$874,609
0.33% of portfolio
|
Q4 2024
Added 63.83%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
25,726
shares
|
$868,767
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
25,303
shares
|
$854,482
0.01% of portfolio
|
Q4 2024
New holding
|