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 526 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $7.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
137,953
shares
|
$5.17 Million
0.71% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
136,967
shares
|
$5.13 Million
3.52% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
131,342
shares
|
$4.92 Million
0.03% of portfolio
|
Q3 2025
Added 96.97%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
129,844
shares
|
$4.87 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
128,352
shares
|
$4.81 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
127,460
shares
|
$4.78 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
122,473
shares
|
$4.59 Million
0.16% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
120,320
shares
|
$4.51 Million
0.18% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
114,224
shares
|
$4.28 Million
2.71% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
113,710
shares
|
$4.26 Million
0.32% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
111,670
shares
|
$4.19 Million
1.89% of portfolio
|
Q4 2025
Added 21.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
110,880
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
110,360
shares
|
$4.14 Million
0.1% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
109,845
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Added 104.34%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
109,725
shares
|
$4.11 Million
2.74% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
109,059
shares
|
$4.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Jan 29, 2026 Q4 2025 |
106,958
shares
|
$4.01 Million
2.11% of portfolio
|
Q4 2025
Reduced 10.61%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
106,682
shares
|
$4 Million
1.45% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
106,433
shares
|
$3.99 Million
0.29% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
103,434
shares
|
$3.88 Million
1.63% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
102,815
shares
|
$3.85 Million
1.65% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
101,265
shares
|
$3.8 Million
3.8% of portfolio
|
Q4 2025
Reduced 11.64%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
98,566
shares
|
$3.7 Million
0.31% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
95,951
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2025
Added 3.37%
|
|