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 502 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,270,497
shares
|
$44.1 Million
0.13% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,269,114
shares
|
$44.1 Million
0.22% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
1,002,461
shares
|
$34.8 Million
1.95% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
804,505
shares
|
$27.9 Million
0.64% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
764,411
shares
|
$26.6 Million
0.07% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
693,410
shares
|
$24.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
678,049
shares
|
$23.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
673,115
shares
|
$23.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
656,487
shares
|
$22.8 Million
1.22% of portfolio
|
Q1 2025
Added 187.96%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
654,562
shares
|
$22.7 Million
0.18% of portfolio
|
Q1 2025
Added 18.84%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
645,713
shares
|
$22.4 Million
1.48% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
640,983
shares
|
$22.3 Million
0.04% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
631,134
shares
|
$21.9 Million
1.34% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
600,229
shares
|
$20.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 44.47%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
598,914
shares
|
$20.8 Million
1.48% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
584,927
shares
|
$20.3 Million
14.84% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
557,301
shares
|
$19.4 Million
0.62% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
528,337
shares
|
$18.4 Million
0.05% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
508,709
shares
|
$17.7 Million
0.09% of portfolio
|
Q1 2025
Added 48.83%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
503,089
shares
|
$17.5 Million
1.01% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
495,004
shares
|
$17.2 Million
0.52% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
475,185
shares
|
$16.5 Million
0.01% of portfolio
|
Q1 2025
Added 403.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
464,571
shares
|
$16.1 Million
0.11% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
439,333
shares
|
$15.3 Million
0.15% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
437,601
shares
|
$15.2 Million
4.71% of portfolio
|
Q1 2025
Added 11.59%
|