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 |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
27,514
shares
|
$1.04 Million
0.17% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
27,092
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
26,260
shares
|
$991,315
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
26,174
shares
|
$988,068
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
26,092
shares
|
$984,973
0.04% of portfolio
|
Q2 2025
Added 73.28%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,500
shares
|
$962,625
0.0% of portfolio
|
Q1 2025
Added 32.83%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
25,158
shares
|
$949,714
0.01% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
24,946
shares
|
$941,711
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
24,769
shares
|
$935,029
0.76% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
24,046
shares
|
$907,736
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
|
$904,754
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,783
shares
|
$897,808
0.03% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 13, 2025 Q2 2025 |
23,603
shares
|
$891,013
2.54% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
23,435
shares
|
$884,671
0.06% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
22,986
shares
|
$867,721
0.07% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
22,817
shares
|
$861,341
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
22,805
shares
|
$860,888
0.81% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
22,530
shares
|
$850,507
0.25% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
22,465
shares
|
$848,053
0.43% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
22,262
shares
|
$840,390
0.07% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,210
shares
|
$838,427
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
22,134
shares
|
$835,558
0.0% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$827,631
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$826,498
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$824,988
0.72% of portfolio
|
Q4 2024
Added 17.8%
|