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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,775
shares
|
$141,524
0.01% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,568
shares
|
$133,764
0.01% of portfolio
|
Q3 2025
Added 129.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,533
shares
|
$132,452
0.01% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,169
shares
|
$118,805
0.08% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
3,050
shares
|
$114,344
0.03% of portfolio
|
Q2 2025
Reduced 32.97%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,028
shares
|
$113,519
0.08% of portfolio
|
Q3 2025
Reduced 75.51%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
2,200
shares
|
$82,478
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,146
shares
|
$80,453
0.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
2,047
shares
|
$76,742
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,990
shares
|
$74,605
0.03% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,900
shares
|
$71,231
0.0% of portfolio
|
Q3 2025
Added 56.64%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,528
shares
|
$57,284
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,520
shares
|
$56,984
0.0% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,353
shares
|
$50,723
0.0% of portfolio
|
Q3 2025
Reduced 50.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,323
shares
|
$49,599
0.0% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,295
shares
|
$48,549
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,252
shares
|
$46,937
0.02% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
1,245
shares
|
$46,675
0.02% of portfolio
|
Q3 2025
Added 236.49%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
1,200
shares
|
$44,988
0.03% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,200
shares
|
$44,988
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,199
shares
|
$44,950
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,052
shares
|
$39,439
0.01% of portfolio
|
Q3 2025
Reduced 35.18%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
962
shares
|
$36,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
951
shares
|
$35,652
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
924
shares
|
$34,640
0.01% of portfolio
|
Q2 2022
New holding
|
|