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 |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
57,372
shares
|
$1.89 Million
1.07% of portfolio
|
Q4 2024
Reduced 24.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
55,228
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
55,102
shares
|
$1.82 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
54,869
shares
|
$1.81 Million
0.41% of portfolio
|
Q4 2024
Added 33.25%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
53,997
shares
|
$1.78 Million
0.35% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
53,485
shares
|
$1.77 Million
0.72% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
53,108
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 45.3%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
52,883
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 153.28%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
52,265
shares
|
$1.73 Million
0.73% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
52,120
shares
|
$1.72 Million
0.15% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,567
shares
|
$1.7 Million
0.76% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
50,845
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Added 505.01%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
50,406
shares
|
$1.66 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
50,361
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.12%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
49,932
shares
|
$1.65 Million
0.83% of portfolio
|
Q4 2024
Added 31.19%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
49,485
shares
|
$1.63 Million
1.02% of portfolio
|
Q4 2024
Reduced 16.46%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
48,564
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
48,498
shares
|
$1.6 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
48,071
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
48,053
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
46,968
shares
|
$1.55 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
45,253
shares
|
$1.49 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
43,753
shares
|
$1.44 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
43,695
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
43,486
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
New holding
|