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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
21,062
shares
|
$711,263
0.5% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
21,011
shares
|
$709,541
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
20,458
shares
|
$690,866
0.4% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
20,418
shares
|
$689,515
0.07% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
20,083
shares
|
$678,202
0.07% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
19,941
shares
|
$673,407
0.07% of portfolio
|
Q4 2024
Added 86.92%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
19,781
shares
|
$668,004
0.07% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
19,613
shares
|
$662,331
0.43% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
19,398
shares
|
$655,070
0.36% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
19,293
shares
|
$651,524
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
19,255
shares
|
$650,241
0.35% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,197
shares
|
$648,282
0.0% of portfolio
|
Q4 2024
Added 240.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
19,188
shares
|
$647,978
0.03% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
19,135
shares
|
$646,188
0.32% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,860
shares
|
$636,902
0.01% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
18,615
shares
|
$628,628
0.7% of portfolio
|
Q4 2024
Added 48.44%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
17,904
shares
|
$604,618
0.13% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
17,902
shares
|
$604,550
0.55% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,267
shares
|
$583,106
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,506
shares
|
$557,407
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
16,185
shares
|
$546,567
0.13% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
15,902
shares
|
$537,010
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,389
shares
|
$519,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,209
shares
|
$513,607
2.27% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
15,056
shares
|
$508,441
0.03% of portfolio
|
Q4 2024
Added 0.01%
|