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 521 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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
201,109
shares
|
$7.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.85%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
200,141
shares
|
$7.5 Million
1.8% of portfolio
|
Q3 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
199,886
shares
|
$7.49 Million
1.51% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
189,188
shares
|
$7.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
184,717
shares
|
$6.93 Million
1.04% of portfolio
|
Q3 2025
Added 351.16%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
179,719
shares
|
$6.74 Million
3.49% of portfolio
|
Q4 2025
Added 26.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
176,578
shares
|
$6.62 Million
0.11% of portfolio
|
Q3 2025
Added 46.19%
|
|
|
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%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 27, 2026 Q4 2025 |
171,922
shares
|
$6.45 Million
1.29% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
171,073
shares
|
$6.41 Million
4.54% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Jan 23, 2026 Q4 2025 |
170,516
shares
|
$6.39 Million
5.87% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
168,069
shares
|
$6.3 Million
2.47% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Aprio Wealth Management, LLC
|
Jan 29, 2026 Q4 2025 |
166,548
shares
|
$6.24 Million
0.49% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
165,869
shares
|
$6.22 Million
1.96% of portfolio
|
Q4 2025
Added 71.29%
|
|
|
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%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
156,906
shares
|
$5.88 Million
2.84% of portfolio
|
Q4 2025
Added 19.68%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 28, 2026 Q4 2025 |
156,438
shares
|
$5.86 Million
2.48% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
149,686
shares
|
$5.61 Million
0.07% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jan 29, 2026 Q4 2025 |
144,441
shares
|
$5.42 Million
0.13% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
Jan 20, 2026 Q4 2025 |
141,535
shares
|
$5.31 Million
4.58% of portfolio
|
Q4 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
141,373
shares
|
$5.3 Million
1.63% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
140,471
shares
|
$5.27 Million
0.61% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
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%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
138,607
shares
|
$5.2 Million
0.06% of portfolio
|
Q4 2025
Added 5.41%
|
|