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 488 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $6.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
23,536,432
shares
|
$889 Million
0.29% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,474,019
shares
|
$735 Million
0.05% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,235,883
shares
|
$500 Million
0.1% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,496,285
shares
|
$472 Million
0.16% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,822,311
shares
|
$295 Million
0.02% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,749,559
shares
|
$255 Million
0.04% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,893,579
shares
|
$222 Million
0.04% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,276,231
shares
|
$199 Million
0.33% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$160 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
|
$160 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,972,146
shares
|
$150 Million
2.63% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,479,471
shares
|
$131 Million
0.13% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
3,376,574
shares
|
$127 Million
4.16% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,974,264
shares
|
$112 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,890,125
shares
|
$109 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,835,642
shares
|
$107 Million
2.79% of portfolio
|
Q2 2025
Added 472.85%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,747,396
shares
|
$104 Million
13.83% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,598,480
shares
|
$98.1 Million
0.12% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,406,054
shares
|
$90.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,371,783
shares
|
$89.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,237,668
shares
|
$84.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,939,333
shares
|
$73.2 Million
0.05% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,536,471
shares
|
$58 Million
0.17% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,499,626
shares
|
$56.6 Million
0.1% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,481,182
shares
|
$55.9 Million
0.31% of portfolio
|
Q1 2025
Added 119.89%
|