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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,169
shares
|
$119,629
0.08% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,137
shares
|
$118,421
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,050
shares
|
$115,137
0.03% of portfolio
|
Q2 2025
Reduced 32.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,842
shares
|
$107,285
0.01% of portfolio
|
Q1 2025
Added 83.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,720
shares
|
$102,680
0.01% of portfolio
|
Q2 2025
Reduced 41.05%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,532
shares
|
$95,583
0.03% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,139
shares
|
$80,747
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,047
shares
|
$77,274
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,972
shares
|
$74,443
0.05% of portfolio
|
Q2 2025
Reduced 89.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,852
shares
|
$69,913
0.01% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,790
shares
|
$67,572
0.03% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,722
shares
|
$65,005
0.03% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,610
shares
|
$60,777
0.0% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,474
shares
|
$55,643
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,295
shares
|
$48,886
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,266
shares
|
$47,791
0.0% of portfolio
|
Q2 2024
Reduced 24.73%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,252
shares
|
$47,263
0.02% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,213
shares
|
$45,790
0.0% of portfolio
|
Q2 2025
Added 4082.76%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$45,300
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$45,300
0.04% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,199
shares
|
$45,262
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
962
shares
|
$36,315
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
952
shares
|
$35,938
0.0% of portfolio
|
Q2 2025
Added 120.88%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
949
shares
|
$35,824
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
924
shares
|
$34,881
0.01% of portfolio
|
Q2 2022
New holding
|