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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
9,024
shares
|
$340,656
0.02% of portfolio
|
Q2 2025
Reduced 98.21%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
8,978
shares
|
$338,919
0.0% of portfolio
|
Q1 2025
Reduced 95.86%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
8,870
shares
|
$334,842
0.25% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,848
shares
|
$334,012
0.12% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
8,831
shares
|
$333,370
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
8,806
shares
|
$332,426
0.11% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$331,671
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
8,725
shares
|
$329,368
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,434
shares
|
$318,383
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
8,368
shares
|
$315,892
0.16% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,362
shares
|
$315,665
0.25% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,307
shares
|
$313,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
8,250
shares
|
$311,437
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,223
shares
|
$310,418
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
8,196
shares
|
$309,399
0.11% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
8,178
shares
|
$308,719
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
8,103
shares
|
$305,888
0.01% of portfolio
|
Q2 2025
Reduced 38.6%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
7,732
shares
|
$291,883
0.05% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
7,719
shares
|
$291,392
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
7,575
shares
|
$285,956
0.06% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
7,561
shares
|
$285,427
0.24% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,555
shares
|
$285,201
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
7,551
shares
|
$285,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,535
shares
|
$284,446
0.01% of portfolio
|
Q2 2025
Added 31.55%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
7,357
shares
|
$277,726
0.06% of portfolio
|
Q1 2025
Added 0.2%
|