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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
38,610
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
37,372
shares
|
$1.4 Million
0.6% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
36,525
shares
|
$1.37 Million
0.59% of portfolio
|
Q3 2025
Reduced 46.31%
|
|
|
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%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,188
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
35,572
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
35,459
shares
|
$1.33 Million
0.38% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
35,452
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Added 28.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
34,609
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
34,416
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
34,249
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
Added 29.51%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,246
shares
|
$1.28 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
34,188
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
33,110
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
32,687
shares
|
$1.23 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
32,241
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
32,005
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
31,746
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
31,116
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 165.99%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
30,572
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
30,389
shares
|
$1.14 Million
0.68% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
30,319
shares
|
$1.14 Million
0.66% of portfolio
|
Q2 2025
Added 106.27%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
30,237
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
28,184
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
28,156
shares
|
$1.06 Million
0.72% of portfolio
|
Q3 2025
Added 38.89%
|
|