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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
270,260
shares
|
$10.2 Million
0.23% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
267,448
shares
|
$10.1 Million
0.3% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
264,590
shares
|
$9.99 Million
1.4% of portfolio
|
Q2 2025
Added 26.76%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
263,145
shares
|
$9.93 Million
3.37% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
260,865
shares
|
$9.85 Million
1.22% of portfolio
|
Q2 2025
Added 43.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
257,560
shares
|
$9.72 Million
0.5% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
247,589
shares
|
$9.35 Million
0.35% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
242,835
shares
|
$9.17 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
237,853
shares
|
$8.98 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
234,479
shares
|
$8.85 Million
0.12% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
233,877
shares
|
$8.83 Million
2.05% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,019
shares
|
$8.61 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
227,920
shares
|
$8.6 Million
2.68% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
218,908
shares
|
$8.26 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
218,141
shares
|
$8.23 Million
0.39% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Aug 13, 2025 Q2 2025 |
216,531
shares
|
$8.17 Million
11.22% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
214,049
shares
|
$8.08 Million
1.85% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
213,476
shares
|
$8.06 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
212,062
shares
|
$8.01 Million
5.75% of portfolio
|
Q2 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
207,167
shares
|
$7.82 Million
1.6% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
207,117
shares
|
$7.82 Million
0.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
205,395
shares
|
$7.75 Million
0.77% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
202,011
shares
|
$7.63 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
197,707
shares
|
$7.46 Million
0.28% of portfolio
|
Q2 2025
Reduced 47.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
191,104
shares
|
$7.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 62.43%
|