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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,281
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
26,662
shares
|
$999,825
0.13% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
26,446
shares
|
$991,725
0.07% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
26,417
shares
|
$990,637
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
26,174
shares
|
$981,525
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
26,128
shares
|
$979,800
0.23% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
26,092
shares
|
$978,450
0.04% of portfolio
|
Q2 2025
Added 73.28%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,853
shares
|
$969,487
0.03% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
25,561
shares
|
$958,537
0.02% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
24,946
shares
|
$935,475
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
24,155
shares
|
$905,812
0.47% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
24,046
shares
|
$901,725
0.33% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
23,967
shares
|
$898,762
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 13, 2025 Q2 2025 |
23,603
shares
|
$885,112
2.54% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
22,986
shares
|
$861,975
0.07% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
22,817
shares
|
$855,637
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
22,805
shares
|
$855,187
0.81% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
22,530
shares
|
$844,875
0.25% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,514
shares
|
$844,275
0.0% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,210
shares
|
$832,875
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$822,150
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$821,025
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$819,525
0.72% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
21,831
shares
|
$818,662
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
21,582
shares
|
$809,325
0.67% of portfolio
|
Q3 2025
Reduced 12.87%
|