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 502 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
12,697
shares
|
$441,093
0.13% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
12,548
shares
|
$435,917
0.55% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
12,500
shares
|
$434,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12,379
shares
|
$430,046
0.0% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12,060
shares
|
$418,964
0.31% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
11,995
shares
|
$416,706
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
11,914
shares
|
$413,892
0.17% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,841
shares
|
$411,356
0.01% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
11,816
shares
|
$410,487
0.04% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
11,624
shares
|
$403,817
0.2% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
11,608
shares
|
$403,261
0.14% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
10,986
shares
|
$381,653
0.13% of portfolio
|
Q4 2024
Added 91.53%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,970
shares
|
$381,097
0.29% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
10,894
shares
|
$378,457
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
10,575
shares
|
$367,375
0.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
10,510
shares
|
$365,117
0.31% of portfolio
|
Q1 2025
Reduced 56.25%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
10,474
shares
|
$363,866
0.28% of portfolio
|
Q1 2025
Added 53.71%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,431
shares
|
$362,372
0.27% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
10,305
shares
|
$357,995
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
10,198
shares
|
$354,278
0.35% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
10,064
shares
|
$349,623
0.03% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
10,053
shares
|
$349,241
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
9,970
shares
|
$346,357
0.17% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
9,969
shares
|
$346,323
0.05% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
9,793
shares
|
$340,208
0.13% of portfolio
|
Q1 2025
Reduced 6.27%
|