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 192 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,294,000
shares
|
$48.5 Million
0.26% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,280,526
shares
|
$48 Million
0.13% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
917,571
shares
|
$34.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
854,178
shares
|
$32 Million
0.02% of portfolio
|
Q3 2025
Added 27.89%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
804,751
shares
|
$30.2 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
748,544
shares
|
$28.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
721,425
shares
|
$27 Million
1.68% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
701,789
shares
|
$26.3 Million
0.14% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
684,869
shares
|
$25.7 Million
0.26% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
669,617
shares
|
$25.1 Million
0.17% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
651,887
shares
|
$24.4 Million
1.37% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
595,961
shares
|
$22.3 Million
0.03% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
593,541
shares
|
$22.3 Million
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
584,255
shares
|
$21.9 Million
0.05% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
582,885
shares
|
$21.9 Million
1.92% of portfolio
|
Q3 2025
Reduced 43.31%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
563,009
shares
|
$21.1 Million
1.7% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
526,182
shares
|
$19.7 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
513,385
shares
|
$19.2 Million
0.11% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
510,192
shares
|
$19.1 Million
0.15% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
494,557
shares
|
$18.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
470,400
shares
|
$17.6 Million
0.14% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
466,018
shares
|
$17.5 Million
5.43% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
439,919
shares
|
$16.5 Million
0.73% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
438,812
shares
|
$16.5 Million
1.15% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
433,213
shares
|
$16.2 Million
7.44% of portfolio
|
Q3 2025
Added 3.87%
|
|