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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
9,723
shares
|
$337,777
0.09% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,526
shares
|
$330,933
0.09% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
9,442
shares
|
$328,015
0.05% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,340
shares
|
$324,471
0.08% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
9,225
shares
|
$320,476
0.02% of portfolio
|
Q1 2025
Added 28.82%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
9,072
shares
|
$315,161
0.01% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
9,057
shares
|
$314,640
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
8,978
shares
|
$311,895
0.0% of portfolio
|
Q1 2025
Reduced 95.86%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,871
shares
|
$308,178
0.05% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
8,870
shares
|
$308,143
0.2% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
8,797
shares
|
$305,607
0.14% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$305,225
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
8,725
shares
|
$303,106
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,637
shares
|
$300,049
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
8,636
shares
|
$300,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,434
shares
|
$292,997
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8,350
shares
|
$290,079
0.53% of portfolio
|
Q1 2025
Reduced 68.52%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
8,338
shares
|
$289,662
0.25% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
8,250
shares
|
$286,605
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
8,245
shares
|
$286,431
0.07% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,223
shares
|
$285,667
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
8,178
shares
|
$284,103
0.15% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
8,173
shares
|
$283,930
0.0% of portfolio
|
Q1 2025
Reduced 84.55%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
8,170
shares
|
$283,825
0.23% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
8,015
shares
|
$278,441
0.03% of portfolio
|
Q1 2025
Reduced 24.0%
|