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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$820,806
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$819,306
0.72% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
21,582
shares
|
$809,109
0.67% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
21,457
shares
|
$804,422
0.19% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
21,395
shares
|
$802,098
0.03% of portfolio
|
Q4 2025
Reduced 14.52%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
20,967
shares
|
$786,052
0.62% of portfolio
|
Q2 2025
Added 40.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
20,807
shares
|
$780,054
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
20,729
shares
|
$777,130
0.23% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
20,591
shares
|
$771,956
0.12% of portfolio
|
Q3 2025
Added 46.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20,570
shares
|
$771,169
0.3% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
20,314
shares
|
$761,571
0.24% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
20,273
shares
|
$760,034
0.26% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
20,260
shares
|
$759,547
0.33% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
20,234
shares
|
$758,572
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
20,133
shares
|
$754,786
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
20,093
shares
|
$753,286
0.25% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
20,025
shares
|
$750,737
0.04% of portfolio
|
Q3 2025
Added 61.17%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
19,939
shares
|
$747,513
0.06% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
19,886
shares
|
$745,526
0.03% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
19,563
shares
|
$733,416
0.52% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,424
shares
|
$728,205
0.0% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
19,156
shares
|
$718,158
0.6% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
19,066
shares
|
$714,784
0.02% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
18,101
shares
|
$678,606
0.74% of portfolio
|
Q3 2025
Added 21.3%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
17,717
shares
|
$664,210
0.52% of portfolio
|
Q3 2025
Added 0.02%
|
|