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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,720
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
26,662
shares
|
$999,558
0.13% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
26,573
shares
|
$996,221
0.0% of portfolio
|
Q3 2025
Added 180.57%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
26,508
shares
|
$993,784
0.99% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
26,417
shares
|
$990,373
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
26,217
shares
|
$982,875
0.04% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
26,128
shares
|
$979,538
0.23% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
26,125
shares
|
$979,426
0.07% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
26,010
shares
|
$975,114
0.07% of portfolio
|
Q3 2025
Reduced 36.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
25,702
shares
|
$963,567
0.03% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
25,491
shares
|
$955,657
0.07% of portfolio
|
Q3 2025
Reduced 81.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
24,763
shares
|
$928,364
0.08% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
24,714
shares
|
$926,527
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
24,155
shares
|
$905,570
0.47% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
24,071
shares
|
$902,421
0.33% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
23,484
shares
|
$880,415
0.01% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
23,159
shares
|
$868,230
0.04% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
23,070
shares
|
$864,894
0.06% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
22,946
shares
|
$860,245
2.21% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
22,736
shares
|
$852,372
0.8% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
22,524
shares
|
$844,424
0.0% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
22,513
shares
|
$844,012
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
22,510
shares
|
$843,899
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
22,236
shares
|
$833,627
0.54% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$821,930
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|