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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
429,875
shares
|
$14.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
423,353
shares
|
$14.7 Million
1.13% of portfolio
|
Q1 2025
Added 108.8%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
410,840
shares
|
$14.3 Million
8.34% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
410,538
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
406,520
shares
|
$14.1 Million
0.15% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
405,074
shares
|
$14.1 Million
8.4% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
390,347
shares
|
$13.6 Million
0.84% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
377,680
shares
|
$13.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
375,173
shares
|
$13 Million
1.08% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
374,507
shares
|
$13 Million
3.68% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
372,774
shares
|
$13 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
371,815
shares
|
$12.9 Million
0.51% of portfolio
|
Q1 2025
Added 119.29%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
342,213
shares
|
$11.9 Million
2.29% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
340,684
shares
|
$11.8 Million
0.32% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
327,483
shares
|
$11.4 Million
2.82% of portfolio
|
Q2 2024
Added 52.82%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
311,396
shares
|
$10.8 Million
3.47% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
306,395
shares
|
$10.6 Million
0.29% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
300,178
shares
|
$10.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
297,475
shares
|
$10.3 Million
4.94% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
294,671
shares
|
$10.2 Million
1.47% of portfolio
|
Q1 2025
Reduced 44.02%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
289,512
shares
|
$10.1 Million
0.31% of portfolio
|
Q1 2025
Added 63.15%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
285,780
shares
|
$9.93 Million
1.09% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
284,532
shares
|
$9.88 Million
0.12% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
279,315
shares
|
$9.7 Million
5.14% of portfolio
|
Q1 2025
Added 88.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
276,675
shares
|
$9.61 Million
0.04% of portfolio
|
Q1 2025
Added 444.15%
|