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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
16,883
shares
|
$637,333
0.25% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
16,651
shares
|
$628,575
0.02% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
16,631
shares
|
$627,820
0.21% of portfolio
|
Q2 2025
Reduced 30.58%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,506
shares
|
$623,101
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
16,473
shares
|
$621,855
0.08% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
15,862
shares
|
$598,790
0.19% of portfolio
|
Q2 2025
Added 75.14%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
14,931
shares
|
$563,645
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,922
shares
|
$563,305
0.57% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
14,743
shares
|
$556,548
0.02% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
14,658
shares
|
$553,339
0.21% of portfolio
|
Q2 2025
Reduced 67.53%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
14,501
shares
|
$547,412
0.14% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
14,492
shares
|
$547,073
0.39% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
14,424
shares
|
$544,506
0.0% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
14,098
shares
|
$532,199
0.0% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
14,097
shares
|
$532,161
0.13% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
14,022
shares
|
$529,330
0.13% of portfolio
|
Q2 2025
Reduced 89.58%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
13,753
shares
|
$519,175
0.3% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
13,750
shares
|
$519,062
0.22% of portfolio
|
Q2 2025
Added 108.52%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
13,317
shares
|
$502,716
0.09% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,151
shares
|
$496,450
0.0% of portfolio
|
Q1 2025
Reduced 43.18%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
13,062
shares
|
$493,090
0.16% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
12,726
shares
|
$480,406
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
12,548
shares
|
$473,687
0.55% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,425
shares
|
$469,043
0.03% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
12,365
shares
|
$466,778
0.32% of portfolio
|
Q2 2025
Added 55.65%
|