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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
38,195
shares
|
$1.33 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
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
37,414
shares
|
$1.3 Million
0.18% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
36,754
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.79%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
36,499
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,188
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35,394
shares
|
$1.23 Million
0.07% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
35,292
shares
|
$1.23 Million
0.57% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
34,421
shares
|
$1.2 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
34,277
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Added 24.88%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,246
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
34,185
shares
|
$1.19 Million
0.55% of portfolio
|
Q1 2025
Added 78.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
33,452
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
31,925
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Added 286.64%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
30,573
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
30,382
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
29,860
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 67.25%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
29,118
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
28,893
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Added 24.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
28,647
shares
|
$995,196
0.04% of portfolio
|
Q1 2025
Added 49.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
28,636
shares
|
$994,814
0.02% of portfolio
|
Q1 2025
Reduced 57.73%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
27,833
shares
|
$966,918
0.1% of portfolio
|
Q1 2025
Added 143.74%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
27,514
shares
|
$955,836
0.17% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
27,044
shares
|
$939,508
0.05% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
27,037
shares
|
$939,265
0.85% of portfolio
|
Q1 2025
Reduced 12.22%
|