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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
875
shares
|
$33,031
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
860
shares
|
$32,465
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
800
shares
|
$30,200
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
788
shares
|
$29,747
0.01% of portfolio
|
Q2 2025
Reduced 54.21%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
666
shares
|
$25,141
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
426
shares
|
$16,081
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
420
shares
|
$15,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
412
shares
|
$15,553
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
378
shares
|
$14,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
370
shares
|
$13,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
357
shares
|
$13,476
0.0% of portfolio
|
Q2 2025
Reduced 39.18%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
327
shares
|
$12,344
0.0% of portfolio
|
Q2 2025
Added 37.97%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
297
shares
|
$11,211
0.0% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
250
shares
|
$9,437
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
226
shares
|
$8,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
220
shares
|
$8,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$8,305
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
215
shares
|
$8,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
200
shares
|
$7,550
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$7,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
137
shares
|
$5,171
0.0% of portfolio
|
Q4 2024
Reduced 68.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
132
shares
|
$4,983
0.0% of portfolio
|
Q2 2025
Reduced 79.69%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$3,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
92
shares
|
$3,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
74
shares
|
$2,793
0.0% of portfolio
|
Q2 2025
New holding
|