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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
14,234
shares
|
$533,632
0.12% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
13,505
shares
|
$506,302
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
13,500
shares
|
$506,115
0.3% of portfolio
|
Q3 2025
Reduced 37.14%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
13,463
shares
|
$504,727
0.15% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
13,393
shares
|
$502,103
0.0% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
13,253
shares
|
$496,854
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
13,057
shares
|
$489,506
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,022
shares
|
$488,194
0.01% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,816
shares
|
$480,471
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12,060
shares
|
$452,129
0.31% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
12,004
shares
|
$450,029
0.41% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
11,973
shares
|
$448,867
0.05% of portfolio
|
Q3 2025
Added 66.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
11,918
shares
|
$446,805
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
11,825
shares
|
$443,319
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
11,696
shares
|
$438,483
0.11% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,462
shares
|
$429,710
0.03% of portfolio
|
Q2 2025
Added 505.5%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
11,281
shares
|
$422,924
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
11,113
shares
|
$416,626
0.29% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,058
shares
|
$414,564
0.12% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,044
shares
|
$414,039
0.05% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,905
shares
|
$408,828
0.33% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,895
shares
|
$408,453
0.15% of portfolio
|
Q3 2025
Added 23.14%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
10,841
shares
|
$406,429
0.06% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
10,786
shares
|
$404,367
0.18% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
10,566
shares
|
$396,119
0.28% of portfolio
|
Q3 2025
Reduced 27.09%
|
|