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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,265,220
shares
|
$47.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,193,504
shares
|
$45.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,028,128
shares
|
$38.8 Million
2.04% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
953,881
shares
|
$36 Million
0.18% of portfolio
|
Q2 2025
Reduced 35.6%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
834,088
shares
|
$31.5 Million
0.58% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
779,069
shares
|
$29.4 Million
0.07% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
721,425
shares
|
$27.2 Million
1.68% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
701,789
shares
|
$26.5 Million
0.14% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
673,115
shares
|
$25.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
667,902
shares
|
$25.2 Million
0.02% of portfolio
|
Q2 2025
Added 40.56%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
643,785
shares
|
$24.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
599,077
shares
|
$22.6 Million
1.3% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
587,932
shares
|
$22.2 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
586,154
shares
|
$22.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
575,263
shares
|
$21.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
560,714
shares
|
$21.2 Million
4.18% of portfolio
|
Q2 2025
Added 103.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
558,478
shares
|
$21.1 Million
0.05% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
508,709
shares
|
$19.2 Million
0.09% of portfolio
|
Q1 2025
Added 48.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
502,386
shares
|
$19 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
464,571
shares
|
$17.5 Million
0.11% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
456,314
shares
|
$17.2 Million
5.33% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
440,289
shares
|
$16.6 Million
0.14% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
439,333
shares
|
$16.6 Million
0.15% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
423,353
shares
|
$16 Million
1.13% of portfolio
|
Q1 2025
Added 108.8%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
421,640
shares
|
$15.9 Million
7.64% of portfolio
|
Q2 2025
Added 4.09%
|