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 496 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
220
shares
|
$8,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$8,250
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
215
shares
|
$8,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
200
shares
|
$7,500
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$7,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
198
shares
|
$7,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
132
shares
|
$4,950
0.0% of portfolio
|
Q2 2025
Reduced 79.69%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$3,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
74
shares
|
$2,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
46
shares
|
$1,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
39
shares
|
$1,462
0.0% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
31
shares
|
$1,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
29
shares
|
$1,087
0.0% of portfolio
|
Q4 2024
Reduced 99.05%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
13
shares
|
$487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
9
shares
|
$337
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
6
shares
|
$225
0.0% of portfolio
|
Q2 2025
Reduced 97.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
3
shares
|
$112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|