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 488 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
127,804
shares
|
$4.82 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
127,681
shares
|
$4.82 Million
0.09% of portfolio
|
Q2 2025
Added 39.42%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
127,274
shares
|
$4.8 Million
3.05% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
127,164
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2025
Added 809.35%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
126,939
shares
|
$4.79 Million
2.67% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
124,883
shares
|
$4.71 Million
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
122,024
shares
|
$4.61 Million
2.08% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
120,784
shares
|
$4.56 Million
0.08% of portfolio
|
Q2 2025
Added 58.98%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
118,009
shares
|
$4.45 Million
0.18% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
117,853
shares
|
$4.45 Million
0.13% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
117,647
shares
|
$4.44 Million
0.79% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
117,181
shares
|
$4.42 Million
0.02% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
116,435
shares
|
$4.4 Million
1.64% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
114,963
shares
|
$4.34 Million
3.14% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
114,297
shares
|
$4.31 Million
0.34% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
111,593
shares
|
$4.21 Million
0.3% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
109,725
shares
|
$4.14 Million
2.74% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
108,990
shares
|
$4.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108,159
shares
|
$4.08 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
104,824
shares
|
$3.96 Million
0.29% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
102,815
shares
|
$3.88 Million
1.65% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
101,952
shares
|
$3.85 Million
1.67% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
97,649
shares
|
$3.69 Million
0.09% of portfolio
|
Q2 2025
Added 56.59%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
96,442
shares
|
$3.64 Million
0.04% of portfolio
|
Q2 2025
Added 14.47%
|