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 514 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
8,380
shares
|
$314,166
0.09% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
8,307
shares
|
$311,429
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
8,250
shares
|
$309,292
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
8,208
shares
|
$307,717
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
8,178
shares
|
$306,593
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
8,150
shares
|
$305,543
0.05% of portfolio
|
Q3 2025
Added 19.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
8,103
shares
|
$303,781
0.01% of portfolio
|
Q2 2025
Reduced 38.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,974
shares
|
$298,945
0.0% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
7,719
shares
|
$289,385
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
7,650
shares
|
$286,798
0.04% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
7,575
shares
|
$283,986
0.05% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
7,431
shares
|
$278,588
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
7,366
shares
|
$276,151
0.03% of portfolio
|
Q3 2025
Reduced 84.76%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
7,340
shares
|
$275,176
0.06% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
7,300
shares
|
$273,677
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
7,268
shares
|
$272,477
0.0% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,262
shares
|
$272,252
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
7,218
shares
|
$270,602
0.08% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
7,120
shares
|
$266,928
0.09% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
7,112
shares
|
$266,628
0.21% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
7,105
shares
|
$266,366
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
7,022
shares
|
$263,254
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
6,978
shares
|
$261,605
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
|
$260,555
0.03% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
6,752
shares
|
$253,132
0.06% of portfolio
|
Q3 2025
New holding
|
|