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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
179,762
shares
|
$6.74 Million
0.09% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
178,088
shares
|
$6.68 Million
0.78% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
177,222
shares
|
$6.65 Million
0.46% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
176,524
shares
|
$6.62 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
172,170
shares
|
$6.46 Million
4.75% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
170,567
shares
|
$6.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
169,391
shares
|
$6.35 Million
5.83% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
166,882
shares
|
$6.26 Million
0.09% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
166,163
shares
|
$6.23 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
161,572
shares
|
$6.06 Million
0.47% of portfolio
|
Q3 2025
Added 41.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
157,044
shares
|
$5.89 Million
0.24% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
156,691
shares
|
$5.88 Million
2.47% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
146,001
shares
|
$5.48 Million
0.27% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
142,535
shares
|
$5.35 Million
2.92% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
139,836
shares
|
$5.24 Million
1.64% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
139,505
shares
|
$5.23 Million
0.06% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
139,377
shares
|
$5.23 Million
4.26% of portfolio
|
Q2 2025
Added 32.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
135,445
shares
|
$5.08 Million
0.34% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
135,140
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
132,254
shares
|
$4.96 Million
1.26% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
129,779
shares
|
$4.87 Million
0.56% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
129,580
shares
|
$4.86 Million
0.87% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
128,352
shares
|
$4.81 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
128,081
shares
|
$4.8 Million
2.51% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
127,681
shares
|
$4.79 Million
0.09% of portfolio
|
Q2 2025
Added 39.42%
|