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 496 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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,269
shares
|
$272,587
0.06% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
7,215
shares
|
$270,562
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
7,208
shares
|
$270,300
0.03% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
6,978
shares
|
$261,675
0.08% of portfolio
|
Q3 2025
Added 43.88%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
6,950
shares
|
$260,625
0.03% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
6,808
shares
|
$255,300
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,788
shares
|
$254,550
0.0% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,719
shares
|
$251,962
0.0% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,534
shares
|
$245,025
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,502
shares
|
$243,825
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
6,372
shares
|
$238,950
0.0% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
6,310
shares
|
$236,625
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,184
shares
|
$231,900
0.01% of portfolio
|
Q2 2025
Added 67.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,104
shares
|
$228,900
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
6,033
shares
|
$226,237
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
5,996
shares
|
$224,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,910
shares
|
$221,625
0.05% of portfolio
|
Q2 2025
Reduced 64.62%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
5,836
shares
|
$218,850
0.01% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
5,831
shares
|
$218,662
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
5,823
shares
|
$218,362
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
5,806
shares
|
$217,725
0.15% of portfolio
|
Q3 2025
Reduced 97.32%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
5,703
shares
|
$213,862
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,535
shares
|
$207,562
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
5,500
shares
|
$206,250
0.02% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
5,409
shares
|
$202,837
0.03% of portfolio
|
Q2 2024
Reduced 4.01%
|