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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
120,180
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
118,624
shares
|
$3.92 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
117,774
shares
|
$3.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
117,198
shares
|
$3.87 Million
0.6% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
113,129
shares
|
$3.73 Million
2.55% of portfolio
|
Q4 2024
Added 54.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
112,410
shares
|
$3.71 Million
0.54% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
110,705
shares
|
$3.65 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
110,468
shares
|
$3.65 Million
1.68% of portfolio
|
Q4 2024
Added 54.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
109,832
shares
|
$3.63 Million
0.17% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
109,725
shares
|
$3.62 Million
2.74% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
108,334
shares
|
$3.58 Million
4.23% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108,159
shares
|
$3.57 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
104,123
shares
|
$3.44 Million
1.76% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
103,479
shares
|
$3.42 Million
0.15% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
103,349
shares
|
$3.41 Million
0.73% of portfolio
|
Q4 2024
Reduced 38.05%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
103,227
shares
|
$3.41 Million
3.42% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
102,378
shares
|
$3.38 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
100,322
shares
|
$3.31 Million
0.13% of portfolio
|
Q4 2024
Added 59.89%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
96,850
shares
|
$3.2 Million
5.66% of portfolio
|
Q4 2024
Reduced 48.2%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
92,675
shares
|
$3.06 Million
0.85% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
92,134
shares
|
$3.04 Million
0.11% of portfolio
|
Q4 2024
Added 68.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
91,503
shares
|
$3.02 Million
0.09% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
91,355
shares
|
$3.02 Million
1.67% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
91,165
shares
|
$3.01 Million
0.11% of portfolio
|
Q4 2024
Added 39.35%
|