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 443 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
963,965
shares
|
$36 Million
0.03% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
905,678
shares
|
$33.9 Million
0.31% of portfolio
|
Q3 2024
Added 46.57%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
770,788
shares
|
$28.8 Million
12.79% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
713,298
shares
|
$26.7 Million
0.07% of portfolio
|
Q4 2024
Added 46.8%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
671,089
shares
|
$25.1 Million
2.15% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
661,829
shares
|
$24.7 Million
0.63% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
576,862
shares
|
$21.6 Million
0.14% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
573,402
shares
|
$21.4 Million
15.44% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
565,422
shares
|
$21.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
558,525
shares
|
$20.9 Million
0.26% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
550,770
shares
|
$20.6 Million
0.16% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
530,133
shares
|
$19.8 Million
1.12% of portfolio
|
Q3 2024
Added 45.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
499,106
shares
|
$18.7 Million
0.58% of portfolio
|
Q3 2024
Added 44.29%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
491,017
shares
|
$18.4 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
478,097
shares
|
$17.9 Million
1.1% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
469,011
shares
|
$17.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 96.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
464,571
shares
|
$17.4 Million
0.11% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
448,080
shares
|
$16.7 Million
0.22% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
424,764
shares
|
$15.9 Million
0.48% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
413,860
shares
|
$15.5 Million
0.04% of portfolio
|
Q3 2024
Added 21.23%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
404,829
shares
|
$15.1 Million
1.33% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
404,286
shares
|
$15.1 Million
9.99% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
401,848
shares
|
$15 Million
0.49% of portfolio
|
Q4 2024
Added 123.43%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
392,166
shares
|
$14.7 Million
4.76% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
385,241
shares
|
$14.4 Million
0.85% of portfolio
|
Q3 2024
Added 0.33%
|