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 496 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
47,048
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2025
Added 73.66%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Aug 04, 2025 Q2 2025 |
45,383
shares
|
$1.7 Million
2.14% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
44,604
shares
|
$1.67 Million
2.99% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
44,454
shares
|
$1.67 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
43,808
shares
|
$1.64 Million
1.28% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43,738
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
43,203
shares
|
$1.62 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
42,768
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
42,278
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
42,206
shares
|
$1.58 Million
0.39% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
41,580
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
41,112
shares
|
$1.54 Million
0.08% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
41,064
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 41.75%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
41,034
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
40,974
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
40,287
shares
|
$1.51 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
40,190
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,840
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
39,031
shares
|
$1.46 Million
0.45% of portfolio
|
Q3 2025
Added 198.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
38,931
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,894
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 52.53%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
38,700
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
36,937
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
36,704
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
36,275
shares
|
$1.36 Million
0.59% of portfolio
|
Q3 2025
Added 2.17%
|