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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$824,988
0.72% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
21,484
shares
|
$811,021
0.01% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
21,475
shares
|
$810,681
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
21,258
shares
|
$802,489
0.19% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,969
shares
|
$791,579
0.01% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,368
shares
|
$768,892
0.18% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
20,272
shares
|
$765,268
0.58% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,966
shares
|
$753,716
0.02% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
19,850
shares
|
$749,337
0.27% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
19,779
shares
|
$746,657
0.0% of portfolio
|
Q1 2025
Reduced 66.36%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
19,602
shares
|
$739,975
0.06% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
19,276
shares
|
$727,669
0.03% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
19,015
shares
|
$717,816
0.13% of portfolio
|
Q2 2025
Reduced 64.75%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
18,761
shares
|
$708,227
0.04% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
18,666
shares
|
$704,641
0.09% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
18,659
shares
|
$704,377
0.34% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
18,429
shares
|
$695,694
0.58% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
18,376
shares
|
$693,694
0.52% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
18,016
shares
|
$680,104
0.29% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,780
shares
|
$671,195
0.02% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
17,714
shares
|
$668,703
0.53% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
17,339
shares
|
$654,547
0.25% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,267
shares
|
$651,829
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
17,225
shares
|
$650,243
0.22% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
16,921
shares
|
$638,767
0.06% of portfolio
|
Q2 2025
Reduced 3.05%
|