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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
90,890
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
89,674
shares
|
$2.96 Million
0.05% of portfolio
|
Q4 2024
Added 357.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
85,696
shares
|
$2.83 Million
0.29% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
85,610
shares
|
$2.83 Million
0.26% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
83,300
shares
|
$2.75 Million
0.34% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
82,199
shares
|
$2.71 Million
0.09% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
81,514
shares
|
$2.69 Million
1.44% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
81,509
shares
|
$2.69 Million
1.64% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
81,473
shares
|
$2.69 Million
0.98% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
80,685
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
79,600
shares
|
$2.63 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
79,186
shares
|
$2.61 Million
1.47% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
79,025
shares
|
$2.61 Million
0.37% of portfolio
|
Q4 2024
Added 46.74%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
77,157
shares
|
$2.55 Million
0.06% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
75,976
shares
|
$2.51 Million
0.06% of portfolio
|
Q4 2024
Added 30.91%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
75,599
shares
|
$2.5 Million
0.13% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
75,449
shares
|
$2.49 Million
1.55% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
75,376
shares
|
$2.49 Million
1.04% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
75,278
shares
|
$2.48 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
74,797
shares
|
$2.47 Million
2.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
74,309
shares
|
$2.45 Million
0.45% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
73,490
shares
|
$2.43 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
72,511
shares
|
$2.39 Million
0.34% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
71,200
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
70,987
shares
|
$2.34 Million
0.6% of portfolio
|
Q4 2024
Added 6.13%
|