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 509 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 $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
392,166
shares
|
$12.9 Million
4.76% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
390,347
shares
|
$12.9 Million
0.84% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
382,712
shares
|
$12.6 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
374,992
shares
|
$12.4 Million
0.15% of portfolio
|
Q4 2024
Added 412.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
372,568
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
354,481
shares
|
$11.7 Million
3.67% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
351,147
shares
|
$11.6 Million
7.57% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
342,184
shares
|
$11.3 Million
1.04% of portfolio
|
Q4 2024
Added 523.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
341,794
shares
|
$11.3 Million
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
336,502
shares
|
$11.1 Million
0.12% of portfolio
|
Q4 2024
Added 32.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
330,497
shares
|
$10.9 Million
0.73% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
327,483
shares
|
$10.8 Million
2.82% of portfolio
|
Q2 2024
Added 52.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
323,605
shares
|
$10.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 21.14%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
314,380
shares
|
$10.4 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
309,810
shares
|
$10.2 Million
6.5% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
304,136
shares
|
$10 Million
1.13% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
301,750
shares
|
$9.96 Million
5.35% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
285,370
shares
|
$9.42 Million
3.49% of portfolio
|
Q4 2024
Added 30.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
277,020
shares
|
$9.14 Million
0.29% of portfolio
|
Q4 2024
Added 35.45%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
275,534
shares
|
$9.1 Million
0.28% of portfolio
|
Q4 2024
Added 43.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
258,531
shares
|
$8.53 Million
0.31% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
252,746
shares
|
$8.34 Million
4.72% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
251,737
shares
|
$8.31 Million
3.45% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
249,404
shares
|
$8.23 Million
1.34% of portfolio
|
Q4 2024
Added 639.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
249,236
shares
|
$8.23 Million
0.01% of portfolio
|
Q4 2024
Added 207.05%
|