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 502 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
48,463
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
47,033
shares
|
$1.63 Million
0.33% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
46,813
shares
|
$1.63 Million
0.13% of portfolio
|
Q1 2025
Added 106293.18%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
46,740
shares
|
$1.62 Million
1.01% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
46,670
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
46,251
shares
|
$1.61 Million
0.34% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
45,146
shares
|
$1.57 Million
0.27% of portfolio
|
Q1 2025
Added 200.01%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
44,885
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
44,254
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
42,399
shares
|
$1.47 Million
1.15% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
42,253
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
42,206
shares
|
$1.47 Million
0.39% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
42,096
shares
|
$1.46 Million
0.47% of portfolio
|
Q1 2025
Added 62.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
41,902
shares
|
$1.46 Million
0.1% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
41,830
shares
|
$1.45 Million
0.87% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
41,443
shares
|
$1.44 Million
1.08% of portfolio
|
Q1 2025
Added 42.59%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
41,358
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
40,777
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
40,591
shares
|
$1.41 Million
1.76% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
39,659
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
39,359
shares
|
$1.37 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
39,128
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
39,035
shares
|
$1.36 Million
0.19% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
38,695
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
38,521
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.11%
|