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 469 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $5.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,008
shares
|
$37,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
924
shares
|
$33,947
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
875
shares
|
$32,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
859
shares
|
$31,559
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
851
shares
|
$31,265
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
826
shares
|
$30,347
0.0% of portfolio
|
Q3 2024
Added 425.79%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
800
shares
|
$29,392
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
762
shares
|
$27,995
0.01% of portfolio
|
Q4 2024
Added 138.87%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
760
shares
|
$27,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
737
shares
|
$27,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
724
shares
|
$26,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
666
shares
|
$24,468
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
642
shares
|
$23,587
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
614
shares
|
$22,558
0.0% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
587
shares
|
$21,566
0.01% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
565
shares
|
$20,758
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
515
shares
|
$18,921
0.0% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
500
shares
|
$18,370
0.01% of portfolio
|
Q4 2024
Added 157.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
485
shares
|
$17,818
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
454
shares
|
$16,679
0.0% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
432
shares
|
$15,871
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
423
shares
|
$15,541
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
394
shares
|
$14,475
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
325
shares
|
$11,940
0.0% of portfolio
|
Q4 2024
Reduced 51.85%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$8,082
0.0% of portfolio
|
Q2 2024
Added 2.33%
|