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 496 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,188
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
36,041
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
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%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
35,439
shares
|
$1.33 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
35,437
shares
|
$1.33 Million
0.56% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
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%
|
|
|
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%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
33,632
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 47.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
32,900
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
32,583
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,663
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Added 118.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
30,655
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
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 |
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
|
$1.12 Million
0.2% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
29,472
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
28,879
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
28,610
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
28,224
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
27,684
shares
|
$1.04 Million
0.31% of portfolio
|
Q2 2025
Added 82.68%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
27,514
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Added 29.91%
|