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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
36,188
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
35,503
shares
|
$1.34 Million
0.57% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
35,439
shares
|
$1.34 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
35,437
shares
|
$1.34 Million
0.56% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
34,742
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
34,735
shares
|
$1.31 Million
0.4% of portfolio
|
Q2 2025
Added 28.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
34,354
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,246
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
33,632
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 47.21%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
30,776
shares
|
$1.16 Million
0.33% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,663
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 118.63%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
30,660
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
30,655
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
30,319
shares
|
$1.14 Million
0.64% of portfolio
|
Q2 2025
Added 106.27%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
29,910
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
29,118
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
28,969
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
28,893
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Added 24.37%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
28,879
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
28,856
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
28,610
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
28,320
shares
|
$1.07 Million
0.62% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
28,257
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Reduced 80.64%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
28,224
shares
|
$1.07 Million
0.1% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
27,684
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
Added 82.68%
|