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 514 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
44,713
shares
|
$1.68 Million
0.53% of portfolio
|
Q3 2025
Reduced 39.92%
|
|
|
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%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
44,537
shares
|
$1.67 Million
0.35% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
44,416
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
44,363
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
44,292
shares
|
$1.66 Million
1.53% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
44,146
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
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%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
43,556
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
43,473
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.89%
|
|
|
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%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
43,167
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
42,187
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 87.38%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
42,097
shares
|
$1.58 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
41,580
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
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%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
40,905
shares
|
$1.53 Million
0.42% of portfolio
|
Q3 2025
Reduced 23.05%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
40,715
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 78.36%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
40,425
shares
|
$1.52 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
40,293
shares
|
$1.51 Million
1.06% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
39,411
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
39,031
shares
|
$1.46 Million
0.45% of portfolio
|
Q3 2025
Added 198.81%
|
|