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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
12,245
shares
|
$462,248
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
12,060
shares
|
$455,265
0.31% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
11,916
shares
|
$449,829
0.16% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,841
shares
|
$446,997
0.01% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,698
shares
|
$441,599
0.0% of portfolio
|
Q2 2025
Added 109.23%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
11,625
shares
|
$438,843
0.11% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
11,588
shares
|
$437,447
0.38% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,508
shares
|
$434,427
0.12% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
11,465
shares
|
$432,803
0.19% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
11,301
shares
|
$426,612
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
|
$418,496
0.31% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,952
shares
|
$413,438
0.28% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
10,547
shares
|
$398,149
0.02% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,492
shares
|
$396,073
0.01% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
10,355
shares
|
$390,901
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
10,269
shares
|
$387,654
0.05% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,260
shares
|
$387,315
0.05% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
10,239
shares
|
$386,522
0.18% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
10,174
shares
|
$384,068
0.28% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
10,129
shares
|
$382,369
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
9,921
shares
|
$374,517
0.05% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,666
shares
|
$364,891
0.04% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,526
shares
|
$359,606
0.09% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,471
shares
|
$357,530
0.0% of portfolio
|
Q2 2025
Added 2128.47%
|