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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
70,878
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Added 230.19%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
70,587
shares
|
$2.33 Million
0.66% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
69,889
shares
|
$2.31 Million
0.12% of portfolio
|
Q4 2024
Added 77.67%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
69,552
shares
|
$2.3 Million
0.94% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
69,085
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,967
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
68,624
shares
|
$2.27 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
68,341
shares
|
$2.26 Million
1.36% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
68,004
shares
|
$2.24 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
67,744
shares
|
$2.24 Million
0.09% of portfolio
|
Q4 2024
Added 90.91%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
67,526
shares
|
$2.23 Million
0.2% of portfolio
|
Q4 2024
Added 51.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
66,752
shares
|
$2.2 Million
0.25% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
65,632
shares
|
$2.17 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
65,429
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Added 50.05%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
65,265
shares
|
$2.15 Million
0.48% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62,360
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Added 29.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
62,094
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
61,619
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
61,019
shares
|
$2.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
60,814
shares
|
$2.01 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,737
shares
|
$2 Million
0.06% of portfolio
|
Q3 2022
Reduced 54.6%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
60,102
shares
|
$1.98 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
58,897
shares
|
$1.94 Million
1.3% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
58,801
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
58,188
shares
|
$1.92 Million
0.08% of portfolio
|
Q4 2024
Added 26.28%
|