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 496 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 $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
267,448
shares
|
$10 Million
0.3% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
263,969
shares
|
$9.9 Million
3.45% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
260,865
shares
|
$9.78 Million
1.22% of portfolio
|
Q2 2025
Added 43.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
257,560
shares
|
$9.66 Million
0.5% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
247,589
shares
|
$9.28 Million
0.35% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
244,732
shares
|
$9.18 Million
2.05% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
242,835
shares
|
$9.11 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
238,068
shares
|
$8.93 Million
1.3% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
237,853
shares
|
$8.92 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
234,479
shares
|
$8.79 Million
0.12% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,019
shares
|
$8.55 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
227,920
shares
|
$8.55 Million
2.68% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
218,908
shares
|
$8.21 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
218,141
shares
|
$8.18 Million
0.39% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
217,359
shares
|
$8.15 Million
0.3% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
213,476
shares
|
$8.01 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
207,117
shares
|
$7.77 Million
0.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
205,395
shares
|
$7.7 Million
0.77% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
202,011
shares
|
$7.58 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
198,158
shares
|
$7.43 Million
1.52% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
191,104
shares
|
$7.17 Million
0.03% of portfolio
|
Q4 2024
Added 78.92%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
190,277
shares
|
$7.14 Million
0.55% of portfolio
|
Q1 2025
Reduced 53.0%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
188,349
shares
|
$7.06 Million
3.34% of portfolio
|
Q3 2025
Reduced 30.69%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
188,174
shares
|
$7.06 Million
0.35% of portfolio
|
Q2 2025
Reduced 71.34%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
181,321
shares
|
$6.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.14%
|