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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
93,263
shares
|
$3.52 Million
0.15% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
92,965
shares
|
$3.51 Million
0.28% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
92,943
shares
|
$3.51 Million
0.3% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
92,821
shares
|
$3.5 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
|
$3.5 Million
0.32% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
90,660
shares
|
$3.42 Million
1.13% of portfolio
|
Q2 2025
Added 264.7%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
90,577
shares
|
$3.42 Million
1.34% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
90,145
shares
|
$3.4 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
89,447
shares
|
$3.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
88,431
shares
|
$3.34 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
87,635
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
86,685
shares
|
$3.27 Million
1.04% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
86,177
shares
|
$3.25 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
|
$3.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
83,736
shares
|
$3.16 Million
2.51% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
82,343
shares
|
$3.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
82,303
shares
|
$3.11 Million
0.38% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
80,708
shares
|
$3.05 Million
0.08% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
80,342
shares
|
$3.03 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
80,066
shares
|
$3.02 Million
0.32% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
78,268
shares
|
$2.95 Million
1.79% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
76,425
shares
|
$2.89 Million
0.65% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
74,917
shares
|
$2.83 Million
0.44% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
74,700
shares
|
$2.82 Million
0.94% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
74,422
shares
|
$2.81 Million
0.74% of portfolio
|
Q2 2025
Reduced 19.55%
|