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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
7,340
shares
|
$277,085
0.06% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
7,300
shares
|
$275,575
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,269
shares
|
$274,404
0.06% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
7,213
shares
|
$272,290
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
6,976
shares
|
$263,344
0.03% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
6,808
shares
|
$257,002
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,788
shares
|
$256,247
0.0% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,719
shares
|
$253,642
0.0% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
6,608
shares
|
$249,452
0.03% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,534
shares
|
$246,658
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,502
shares
|
$245,450
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
6,372
shares
|
$240,543
0.0% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
6,310
shares
|
$238,202
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,184
shares
|
$233,446
0.01% of portfolio
|
Q2 2025
Added 67.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,104
shares
|
$230,426
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
5,996
shares
|
$226,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,910
shares
|
$223,102
0.05% of portfolio
|
Q2 2025
Reduced 64.62%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
5,831
shares
|
$220,120
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
5,500
shares
|
$207,625
0.02% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
5,409
shares
|
$204,189
0.03% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
5,300
shares
|
$200,075
0.01% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,850
shares
|
$183,087
0.05% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,597
shares
|
$173,536
0.0% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
4,239
shares
|
$160,022
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,187
shares
|
$158,059
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|