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 493 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 $7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
408,309
shares
|
$15.4 Million
1.09% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
399,417
shares
|
$15.1 Million
0.56% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
394,835
shares
|
$14.9 Million
0.44% of portfolio
|
Q2 2025
Reduced 29.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
390,347
shares
|
$14.7 Million
0.84% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
389,744
shares
|
$14.7 Million
3.57% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
387,258
shares
|
$14.6 Million
4.1% of portfolio
|
Q2 2025
Added 40.02%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
372,774
shares
|
$14.1 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
368,711
shares
|
$13.9 Million
0.01% of portfolio
|
Q2 2025
Added 189.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
358,188
shares
|
$13.5 Million
0.49% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
357,793
shares
|
$13.5 Million
0.04% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
346,245
shares
|
$13.1 Million
2.21% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
342,658
shares
|
$12.9 Million
3.47% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
327,483
shares
|
$12.4 Million
2.82% of portfolio
|
Q2 2024
Added 52.82%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
324,002
shares
|
$12.2 Million
5.34% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
323,576
shares
|
$12.2 Million
0.3% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
308,708
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
307,056
shares
|
$11.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
306,485
shares
|
$11.6 Million
0.15% of portfolio
|
Q2 2025
Added 22.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
303,184
shares
|
$11.4 Million
1.3% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
297,205
shares
|
$11.2 Million
0.23% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
290,064
shares
|
$10.9 Million
0.08% of portfolio
|
Q2 2025
Added 653.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
287,565
shares
|
$10.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
285,780
shares
|
$10.8 Million
1.09% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
276,140
shares
|
$10.4 Million
3.38% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
271,747
shares
|
$10.3 Million
4.31% of portfolio
|
Q2 2025
Reduced 8.65%
|