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 |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
276,583
shares
|
$9.61 Million
3.14% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
275,969
shares
|
$9.59 Million
5.02% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
261,935
shares
|
$9.1 Million
3.45% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
261,026
shares
|
$9.07 Million
0.25% of portfolio
|
Q1 2025
Added 35.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
251,133
shares
|
$8.72 Million
0.12% of portfolio
|
Q1 2025
Added 27.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
246,190
shares
|
$8.55 Million
0.53% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
245,344
shares
|
$8.52 Million
2.87% of portfolio
|
Q1 2025
Added 927.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
241,944
shares
|
$8.41 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
241,347
shares
|
$8.38 Million
0.33% of portfolio
|
Q1 2025
Added 36.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
233,139
shares
|
$8.1 Million
0.12% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,019
shares
|
$7.92 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
216,735
shares
|
$7.53 Million
1.04% of portfolio
|
Q1 2025
Added 84.93%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Apr 22, 2025 Q1 2025 |
216,531
shares
|
$7.52 Million
11.22% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
215,525
shares
|
$7.49 Million
0.41% of portfolio
|
Q1 2025
Added 527.58%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
215,421
shares
|
$7.48 Million
2.65% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
215,248
shares
|
$7.48 Million
0.99% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
212,743
shares
|
$7.39 Million
1.96% of portfolio
|
Q1 2025
Added 249.83%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
208,936
shares
|
$7.26 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
208,729
shares
|
$7.25 Million
1.1% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
208,535
shares
|
$7.24 Million
2.3% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
207,165
shares
|
$7.2 Million
1.62% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
205,207
shares
|
$7.13 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
201,390
shares
|
$7 Million
0.77% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
201,063
shares
|
$6.98 Million
0.22% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
200,256
shares
|
$6.96 Million
1.86% of portfolio
|
Q1 2025
Added 68.82%
|