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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
190,277
shares
|
$7.18 Million
0.55% of portfolio
|
Q1 2025
Reduced 53.0%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
188,174
shares
|
$7.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 71.34%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
181,321
shares
|
$6.84 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
180,846
shares
|
$6.83 Million
0.29% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
179,762
shares
|
$6.79 Million
0.09% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
178,088
shares
|
$6.72 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
|
$6.69 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
|
$6.66 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
172,601
shares
|
$6.52 Million
1.38% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
169,391
shares
|
$6.39 Million
5.83% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
166,882
shares
|
$6.3 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
|
$6.27 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
154,981
shares
|
$5.85 Million
2.51% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
146,001
shares
|
$5.51 Million
0.27% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
139,505
shares
|
$5.27 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
|
$5.26 Million
4.26% of portfolio
|
Q2 2025
Added 32.78%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
138,295
shares
|
$5.22 Million
1.61% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
135,445
shares
|
$5.11 Million
0.34% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
135,140
shares
|
$5.1 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
|
$4.99 Million
1.26% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
131,226
shares
|
$4.95 Million
2.57% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
130,277
shares
|
$4.92 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
129,779
shares
|
$4.9 Million
0.56% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
129,580
shares
|
$4.89 Million
0.87% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
128,748
shares
|
$4.86 Million
0.16% of portfolio
|
Q2 2025
Added 19.05%
|