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 498 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,425
shares
|
$465,937
0.03% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12,060
shares
|
$452,250
0.31% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
11,916
shares
|
$446,850
0.16% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,698
shares
|
$438,675
0.0% of portfolio
|
Q2 2025
Added 109.23%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
11,696
shares
|
$438,600
0.11% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
11,588
shares
|
$434,550
0.38% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,508
shares
|
$431,550
0.12% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,462
shares
|
$429,825
0.03% of portfolio
|
Q3 2025
Reduced 83.48%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
11,301
shares
|
$423,787
0.27% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
11,086
shares
|
$415,725
0.31% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,905
shares
|
$408,937
0.33% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
10,786
shares
|
$404,475
0.18% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
10,564
shares
|
$396,150
0.05% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,492
shares
|
$393,450
0.01% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,420
shares
|
$390,750
0.05% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,260
shares
|
$384,750
0.05% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
10,204
shares
|
$382,650
0.0% of portfolio
|
Q3 2025
Added 35.13%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
10,174
shares
|
$381,525
0.28% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
10,129
shares
|
$379,837
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,666
shares
|
$362,475
0.04% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
9,648
shares
|
$361,800
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,526
shares
|
$357,225
0.09% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,471
shares
|
$355,162
0.0% of portfolio
|
Q2 2025
Added 2128.47%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,390
shares
|
$352,125
0.0% of portfolio
|
Q2 2025
Added 31.88%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
9,357
shares
|
$350,887
0.16% of portfolio
|
Q3 2025
Reduced 8.61%
|