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 464 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $5.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,935,886
shares
|
$806 Million
0.33% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,953,643
shares
|
$549 Million
0.04% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,636,023
shares
|
$391 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,559,597
shares
|
$388 Million
0.09% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,022,602
shares
|
$221 Million
0.05% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,771,730
shares
|
$212 Million
0.02% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,357,185
shares
|
$160 Million
0.03% of portfolio
|
Q3 2024
Added 42.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$156 Million
0.1% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,230,399
shares
|
$155 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,510,050
shares
|
$129 Million
2.62% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,121,943
shares
|
$115 Million
0.26% of portfolio
|
Q3 2024
Added 28.93%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
2,827,593
shares
|
$104 Million
3.78% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
2,726,811
shares
|
$100 Million
14.58% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,702,167
shares
|
$99.3 Million
0.14% of portfolio
|
Q4 2024
Added 29.16%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,629,953
shares
|
$96.6 Million
0.15% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,544,512
shares
|
$93.5 Million
0.03% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,485,251
shares
|
$91.3 Million
0.1% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,398,427
shares
|
$88.1 Million
0.12% of portfolio
|
Q4 2024
Added 79.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,131,844
shares
|
$78.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,810,742
shares
|
$66.5 Million
0.22% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,533,825
shares
|
$56.4 Million
0.32% of portfolio
|
Q4 2024
Added 48.34%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,414,753
shares
|
$52 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,130,306
shares
|
$41.5 Million
0.15% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,104,588
shares
|
$40.6 Million
0.08% of portfolio
|
Q3 2024
Added 37.27%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,094,058
shares
|
$40.2 Million
0.12% of portfolio
|
Q3 2024
Added 6.71%
|