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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
250
shares
|
$8,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
237
shares
|
$8,233
0.0% of portfolio
|
Q1 2025
Reduced 67.27%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
220
shares
|
$7,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$7,642
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
215
shares
|
$7,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
200
shares
|
$6,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
200
shares
|
$6,948
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
195
shares
|
$6,774
0.0% of portfolio
|
Q1 2025
Added 1292.86%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
154
shares
|
$5,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
152
shares
|
$5,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
137
shares
|
$4,759
0.0% of portfolio
|
Q4 2024
Reduced 68.29%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
114
shares
|
$3,960
0.0% of portfolio
|
Q1 2025
Reduced 64.92%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$3,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,474
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
76
shares
|
$2,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
74
shares
|
$2,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
46
shares
|
$1,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
39
shares
|
$1,354
0.0% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
31
shares
|
$1,076
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
30
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
29
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
Reduced 97.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
29
shares
|
$1,007
0.0% of portfolio
|
Q4 2024
Reduced 99.05%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
3
shares
|
$104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|