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 407 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
23,424
shares
|
$829,209
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,908
shares
|
$810,943
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$776,109
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
21,908
shares
|
$775,543
0.33% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$775,047
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
21,851
shares
|
$773,525
0.44% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,466
shares
|
$759,896
0.0% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
21,274
shares
|
$753,099
0.12% of portfolio
|
Q3 2024
Added 193.23%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,130
shares
|
$748,002
0.02% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
20,879
shares
|
$739,116
0.0% of portfolio
|
Q3 2024
Added 72.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
20,787
shares
|
$735,859
0.03% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,497
shares
|
$725,593
0.05% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,267
shares
|
$717,451
0.03% of portfolio
|
Q3 2024
Reduced 44.49%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
19,700
shares
|
$697,380
0.25% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
19,601
shares
|
$693,875
0.01% of portfolio
|
Q3 2024
Added 32.67%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
19,551
shares
|
$692,105
0.2% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
19,535
shares
|
$691,539
0.03% of portfolio
|
Q3 2024
Added 39.69%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
19,227
shares
|
$680,635
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
18,833
shares
|
$666,688
0.13% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,688
shares
|
$661,555
0.02% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,551
shares
|
$656,705
0.55% of portfolio
|
Q3 2024
Reduced 89.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
18,465
shares
|
$653,661
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
18,457
shares
|
$653,377
0.37% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
18,400
shares
|
$651,360
0.19% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
18,355
shares
|
$649,767
0.14% of portfolio
|
Q3 2024
Reduced 0.93%
|