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 |
|---|---|---|---|---|---|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
183,679
shares
|
$6.06 Million
2.36% of portfolio
|
Q4 2024
Added 56.84%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
182,179
shares
|
$6.01 Million
4.57% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
177,771
shares
|
$5.87 Million
0.09% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
177,456
shares
|
$5.86 Million
0.26% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
177,289
shares
|
$5.85 Million
0.37% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
176,524
shares
|
$5.83 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
169,554
shares
|
$5.6 Million
0.24% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
168,052
shares
|
$5.55 Million
0.35% of portfolio
|
Q4 2024
Added 28.79%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
165,981
shares
|
$5.48 Million
0.94% of portfolio
|
Q4 2024
Added 264.24%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
163,879
shares
|
$5.41 Million
0.45% of portfolio
|
Q4 2024
Added 102.53%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
158,892
shares
|
$5.25 Million
4.0% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
158,767
shares
|
$5.24 Million
0.09% of portfolio
|
Q4 2024
Added 29.26%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
150,303
shares
|
$4.96 Million
0.8% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
148,574
shares
|
$4.9 Million
2.9% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
144,860
shares
|
$4.78 Million
0.3% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
141,533
shares
|
$4.67 Million
0.24% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
138,244
shares
|
$4.56 Million
0.06% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
136,178
shares
|
$4.5 Million
2.89% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
133,579
shares
|
$4.41 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
131,858
shares
|
$4.35 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
131,541
shares
|
$4.34 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
128,746
shares
|
$4.25 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
127,868
shares
|
$4.22 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
125,668
shares
|
$4.15 Million
0.11% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
121,054
shares
|
$4 Million
0.93% of portfolio
|
Q4 2024
Added 4.37%
|