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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
21,484
shares
|
$805,650
0.01% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
21,475
shares
|
$805,312
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
21,457
shares
|
$804,637
0.19% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,969
shares
|
$786,337
0.01% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
20,967
shares
|
$786,262
0.62% of portfolio
|
Q2 2025
Added 40.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
20,807
shares
|
$780,262
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20,570
shares
|
$771,375
0.3% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
20,314
shares
|
$761,775
0.24% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
20,273
shares
|
$760,237
0.26% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
20,272
shares
|
$760,200
0.58% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
20,231
shares
|
$758,662
0.02% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,966
shares
|
$748,725
0.02% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
19,939
shares
|
$747,712
0.06% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
19,276
shares
|
$722,850
0.03% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
19,156
shares
|
$718,350
0.6% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
19,136
shares
|
$717,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
19,132
shares
|
$717,450
0.51% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
18,761
shares
|
$703,537
0.04% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
18,666
shares
|
$699,975
0.09% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
18,659
shares
|
$699,712
0.34% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
18,016
shares
|
$675,600
0.29% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,780
shares
|
$666,750
0.02% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
17,714
shares
|
$664,275
0.53% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
17,629
shares
|
$661,087
0.15% of portfolio
|
Q3 2025
Added 38.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,267
shares
|
$647,512
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|