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 513 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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
17,629
shares
|
$660,911
0.15% of portfolio
|
Q3 2025
Added 38.53%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
17,540
shares
|
$657,574
0.07% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
17,498
shares
|
$656,000
0.01% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,267
shares
|
$647,339
0.11% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
17,242
shares
|
$646,402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
17,015
shares
|
$637,892
0.09% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
16,999
shares
|
$637,292
0.12% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
16,890
shares
|
$633,206
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,857
shares
|
$631,968
0.05% of portfolio
|
Q3 2025
Reduced 70.88%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,583
shares
|
$621,696
0.03% of portfolio
|
Q3 2025
Added 57.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
16,576
shares
|
$621,434
0.08% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,506
shares
|
$618,809
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
16,435
shares
|
$616,148
0.05% of portfolio
|
Q3 2025
Added 70.03%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
16,270
shares
|
$609,962
0.26% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,971
shares
|
$598,752
0.34% of portfolio
|
Q3 2025
Added 41.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
15,816
shares
|
$592,941
0.18% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,675
shares
|
$587,655
0.01% of portfolio
|
Q3 2025
Added 51.38%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
15,673
shares
|
$587,580
0.22% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,613
shares
|
$585,331
0.0% of portfolio
|
Q3 2025
Reduced 60.81%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
15,430
shares
|
$578,470
0.25% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
15,164
shares
|
$568,498
0.64% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
14,834
shares
|
$556,126
0.0% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
14,730
shares
|
$552,227
0.15% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
14,580
shares
|
$546,604
0.2% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
14,415
shares
|
$540,418
0.31% of portfolio
|
Q3 2025
Added 4.81%
|
|