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 496 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 $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
127,274
shares
|
$4.77 Million
3.05% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
126,939
shares
|
$4.76 Million
2.67% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
124,883
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
122,024
shares
|
$4.58 Million
2.08% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
120,784
shares
|
$4.53 Million
0.08% of portfolio
|
Q2 2025
Added 58.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
119,829
shares
|
$4.49 Million
0.14% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
118,731
shares
|
$4.45 Million
0.79% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
118,009
shares
|
$4.43 Million
0.18% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
117,647
shares
|
$4.41 Million
0.79% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
117,181
shares
|
$4.39 Million
0.02% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
114,963
shares
|
$4.31 Million
3.14% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
114,599
shares
|
$4.3 Million
4.15% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
113,302
shares
|
$4.25 Million
0.3% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
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%
|
|
|
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%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
109,078
shares
|
$4.09 Million
1.49% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
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%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
108,990
shares
|
$4.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
104,824
shares
|
$3.93 Million
0.29% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
102,815
shares
|
$3.86 Million
1.65% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
101,952
shares
|
$3.82 Million
1.67% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
96,835
shares
|
$3.63 Million
1.22% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
96,612
shares
|
$3.62 Million
0.04% of portfolio
|
Q3 2025
Added 0.18%
|