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 191 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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
875
shares
|
$32,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
862
shares
|
$32,316
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
788
shares
|
$29,542
0.01% of portfolio
|
Q2 2025
Reduced 54.21%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
666
shares
|
$24,968
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
650
shares
|
$24,368
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
649
shares
|
$24,331
0.0% of portfolio
|
Q3 2025
Reduced 31.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
576
shares
|
$21,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
482
shares
|
$18,070
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
450
shares
|
$16,870
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
427
shares
|
$16,008
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
420
shares
|
$15,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
412
shares
|
$15,445
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
379
shares
|
$14,208
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
357
shares
|
$13,383
0.0% of portfolio
|
Q2 2025
Reduced 39.18%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
327
shares
|
$12,259
0.0% of portfolio
|
Q2 2025
Added 37.97%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
325
shares
|
$12,184
0.0% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
298
shares
|
$11,172
0.0% of portfolio
|
Q3 2025
Reduced 82.69%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
294
shares
|
$11,022
0.0% of portfolio
|
Q3 2025
Reduced 69.12%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
255
shares
|
$9,559
0.0% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
250
shares
|
$9,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
250
shares
|
$9,372
0.0% of portfolio
|
Q3 2025
Added 1823.08%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
226
shares
|
$8,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$8,247
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
200
shares
|
$7,498
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
200
shares
|
$7,498
0.0% of portfolio
|
Q3 2024
New holding
|
|