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 518 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
438,812
shares
|
$16.5 Million
1.15% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
433,213
shares
|
$16.2 Million
7.44% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
431,881
shares
|
$16.2 Million
7.92% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
403,557
shares
|
$15.1 Million
3.68% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
395,841
shares
|
$14.8 Million
0.53% of portfolio
|
Q4 2025
Added 4.94%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
390,347
shares
|
$14.6 Million
0.84% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
370,184
shares
|
$13.9 Million
3.33% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
359,753
shares
|
$13.5 Million
4.67% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
354,450
shares
|
$13.3 Million
2.51% of portfolio
|
Q3 2025
Reduced 36.79%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
352,229
shares
|
$13.2 Million
2.27% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
327,483
shares
|
$12.3 Million
2.82% of portfolio
|
Q2 2024
Added 52.82%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
323,576
shares
|
$12.1 Million
0.3% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
320,236
shares
|
$12 Million
0.15% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
313,127
shares
|
$11.7 Million
0.24% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
307,240
shares
|
$11.5 Million
0.23% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
306,336
shares
|
$11.5 Million
0.43% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
305,271
shares
|
$11.4 Million
1.28% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
303,071
shares
|
$11.4 Million
2.6% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
302,973
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
295,992
shares
|
$11.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 25.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
295,500
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Added 798.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
294,952
shares
|
$11.1 Million
0.58% of portfolio
|
Q4 2025
Added 3.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
288,607
shares
|
$10.8 Million
0.15% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
286,406
shares
|
$10.7 Million
0.28% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
281,549
shares
|
$10.6 Million
1.34% of portfolio
|
Q3 2025
Added 7.93%
|
|