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 |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
233,980
shares
|
$7.72 Million
2.6% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,019
shares
|
$7.53 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
227,979
shares
|
$7.53 Million
0.45% of portfolio
|
Q4 2024
Added 1943.37%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
220,230
shares
|
$7.27 Million
7.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
217,001
shares
|
$7.16 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
213,329
shares
|
$7.04 Million
2.83% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
213,329
shares
|
$7.04 Million
2.83% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
212,459
shares
|
$7.01 Million
4.28% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
212,062
shares
|
$7 Million
1.27% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
204,703
shares
|
$6.76 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
202,754
shares
|
$6.69 Million
0.7% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
201,302
shares
|
$6.64 Million
1.14% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
199,270
shares
|
$6.58 Million
0.08% of portfolio
|
Q4 2024
Added 48.09%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
198,784
shares
|
$6.56 Million
1.35% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
197,680
shares
|
$6.53 Million
0.1% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
197,075
shares
|
$6.51 Million
2.11% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
195,825
shares
|
$6.46 Million
1.63% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
193,866
shares
|
$6.4 Million
1.43% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
193,114
shares
|
$6.37 Million
0.2% of portfolio
|
Q4 2024
Added 34.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
191,672
shares
|
$6.33 Million
0.41% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
190,046
shares
|
$6.27 Million
4.49% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
189,749
shares
|
$6.26 Million
0.75% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
189,279
shares
|
$6.25 Million
1.68% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
185,597
shares
|
$6.13 Million
1.06% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
184,977
shares
|
$6.11 Million
0.14% of portfolio
|
Q4 2024
Added 5.05%
|