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 |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
130,326
shares
|
$4.53 Million
2.47% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
129,077
shares
|
$4.48 Million
0.88% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
127,419
shares
|
$4.43 Million
0.07% of portfolio
|
Q1 2025
Added 403.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
127,164
shares
|
$4.42 Million
0.01% of portfolio
|
Q1 2025
Added 809.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
126,710
shares
|
$4.4 Million
0.6% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
125,141
shares
|
$4.35 Million
2.57% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
124,883
shares
|
$4.34 Million
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
123,579
shares
|
$4.29 Million
0.34% of portfolio
|
Q1 2025
Added 775.58%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
119,924
shares
|
$4.17 Million
1.93% of portfolio
|
Q1 2025
Added 374.76%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
118,291
shares
|
$4.11 Million
0.85% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
116,435
shares
|
$4.04 Million
1.64% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
113,930
shares
|
$3.96 Million
0.19% of portfolio
|
Q1 2025
Added 63.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
111,829
shares
|
$3.88 Million
0.13% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
111,804
shares
|
$3.88 Million
0.72% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
110,616
shares
|
$3.84 Million
0.08% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
109,725
shares
|
$3.81 Million
2.74% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108,159
shares
|
$3.76 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
108,147
shares
|
$3.76 Million
0.14% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
106,766
shares
|
$3.71 Million
0.8% of portfolio
|
Q1 2025
Added 621.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
106,418
shares
|
$3.7 Million
0.02% of portfolio
|
Q1 2025
Added 71.38%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
106,147
shares
|
$3.69 Million
3.19% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
104,972
shares
|
$3.65 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
102,978
shares
|
$3.58 Million
0.29% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
102,871
shares
|
$3.57 Million
0.13% of portfolio
|
Q1 2025
Added 2.54%
|