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 $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
48,472
shares
|
$1.83 Million
3.33% of portfolio
|
Q2 2025
Reduced 47.63%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
48,440
shares
|
$1.83 Million
0.12% of portfolio
|
Q2 2025
Added 51.73%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
47,779
shares
|
$1.8 Million
0.31% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Aug 04, 2025 Q2 2025 |
45,383
shares
|
$1.71 Million
2.14% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
45,340
shares
|
$1.71 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 11, 2025 Q2 2025 |
44,454
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
44,254
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
44,246
shares
|
$1.67 Million
0.27% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
43,808
shares
|
$1.65 Million
1.28% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
42,278
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
42,206
shares
|
$1.59 Million
0.39% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
41,112
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
40,287
shares
|
$1.52 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
40,275
shares
|
$1.52 Million
0.2% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,840
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
38,931
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
38,700
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
38,665
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
38,195
shares
|
$1.44 Million
0.24% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,728
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
37,414
shares
|
$1.41 Million
0.18% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
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
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,188
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
36,188
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|