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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
93,263
shares
|
$3.5 Million
0.15% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
93,044
shares
|
$3.49 Million
1.38% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
92,965
shares
|
$3.49 Million
0.28% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
92,943
shares
|
$3.49 Million
0.3% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
92,821
shares
|
$3.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
92,724
shares
|
$3.48 Million
0.32% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
92,083
shares
|
$3.45 Million
1.75% of portfolio
|
Q3 2025
Added 53.68%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
90,145
shares
|
$3.38 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
90,018
shares
|
$3.38 Million
0.4% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
89,447
shares
|
$3.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
87,799
shares
|
$3.29 Million
0.27% of portfolio
|
Q3 2025
Added 54.77%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
87,635
shares
|
$3.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
86,994
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.42%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
86,177
shares
|
$3.23 Million
1.8% of portfolio
|
Q1 2025
Added 26.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
84,821
shares
|
$3.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
84,746
shares
|
$3.18 Million
0.12% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
83,736
shares
|
$3.14 Million
2.51% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
81,076
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Added 23.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
80,708
shares
|
$3.03 Million
0.08% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
80,342
shares
|
$3.01 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
80,066
shares
|
$3 Million
0.32% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
79,359
shares
|
$2.98 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
76,425
shares
|
$2.87 Million
0.65% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
76,343
shares
|
$2.86 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
75,087
shares
|
$2.82 Million
1.2% of portfolio
|
Q3 2025
Added 2.72%
|