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 426 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $5.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
133,991
shares
|
$5.06 Million
1.2% of portfolio
|
Q3 2024
Added 62.64%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
133,117
shares
|
$5.03 Million
0.68% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
132,623
shares
|
$5.01 Million
0.31% of portfolio
|
Q3 2024
Added 125.48%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
130,762
shares
|
$4.94 Million
2.86% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
130,486
shares
|
$4.93 Million
0.27% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
129,293
shares
|
$4.89 Million
0.24% of portfolio
|
Q3 2024
Added 90.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
122,829
shares
|
$4.64 Million
0.07% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
120,709
shares
|
$4.56 Million
0.05% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
118,624
shares
|
$4.48 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
117,110
shares
|
$4.43 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
115,982
shares
|
$4.38 Million
1.52% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
114,708
shares
|
$4.34 Million
0.58% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
112,410
shares
|
$4.25 Million
0.54% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
109,832
shares
|
$4.15 Million
0.17% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
109,725
shares
|
$4.15 Million
2.74% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
108,791
shares
|
$4.11 Million
0.11% of portfolio
|
Q3 2024
Added 68.37%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108,159
shares
|
$4.09 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
107,482
shares
|
$4.06 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
103,479
shares
|
$3.91 Million
0.15% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
103,349
shares
|
$3.91 Million
0.73% of portfolio
|
Q4 2024
Reduced 38.05%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
102,775
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 75.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
100,353
shares
|
$3.79 Million
0.17% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
100,110
shares
|
$3.78 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
92,134
shares
|
$3.48 Million
0.11% of portfolio
|
Q4 2024
Added 68.09%
|