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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
191,256
shares
|
$6.64 Million
4.39% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
190,277
shares
|
$6.61 Million
0.55% of portfolio
|
Q1 2025
Reduced 53.0%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
188,379
shares
|
$6.54 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
185,283
shares
|
$6.44 Million
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
182,774
shares
|
$6.35 Million
1.38% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
181,949
shares
|
$6.32 Million
0.41% of portfolio
|
Q1 2025
Added 64.35%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
181,905
shares
|
$6.32 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
180,846
shares
|
$6.28 Million
0.29% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
176,802
shares
|
$6.14 Million
2.4% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
176,524
shares
|
$6.13 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
173,786
shares
|
$6.04 Million
0.47% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
169,354
shares
|
$5.88 Million
0.09% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
164,798
shares
|
$5.73 Million
5.83% of portfolio
|
Q1 2025
Added 52.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
158,004
shares
|
$5.49 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
147,550
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
146,017
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2025
Added 106.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
145,962
shares
|
$5.07 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
143,225
shares
|
$4.98 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
142,099
shares
|
$4.94 Million
0.59% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
140,606
shares
|
$4.88 Million
3.39% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
137,958
shares
|
$4.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
137,902
shares
|
$4.79 Million
1.6% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
134,511
shares
|
$4.67 Million
1.29% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
134,278
shares
|
$4.66 Million
2.28% of portfolio
|
Q1 2025
Added 452.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
133,239
shares
|
$4.63 Million
0.1% of portfolio
|
Q1 2025
Added 6.02%
|