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 521 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
95,692
shares
|
$3.59 Million
0.32% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
95,208
shares
|
$3.57 Million
0.28% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
94,331
shares
|
$3.54 Million
0.23% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
94,229
shares
|
$3.53 Million
1.41% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
93,643
shares
|
$3.51 Million
0.89% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
93,575
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2025
Added 15.42%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
93,244
shares
|
$3.5 Million
3.65% of portfolio
|
Q3 2025
Added 105.46%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
92,838
shares
|
$3.48 Million
0.26% of portfolio
|
Q4 2025
Added 5.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
90,018
shares
|
$3.37 Million
0.4% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
89,654
shares
|
$3.36 Million
2.65% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
89,439
shares
|
$3.35 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
87,363
shares
|
$3.28 Million
0.48% of portfolio
|
Q3 2025
Added 217.52%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
86,792
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
86,749
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2025
Added 228.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
86,076
shares
|
$3.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
84,601
shares
|
$3.17 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
84,533
shares
|
$3.17 Million
1.01% of portfolio
|
Q4 2025
Added 12.58%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
84,455
shares
|
$3.17 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
84,133
shares
|
$3.15 Million
0.08% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
83,496
shares
|
$3.13 Million
0.49% of portfolio
|
Q4 2025
Reduced 4.88%
|
|
|
Paradigm Financial Partners, LLC
|
Jan 26, 2026 Q4 2025 |
82,141
shares
|
$3.08 Million
0.33% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
82,049
shares
|
$3.08 Million
0.66% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
81,245
shares
|
$3.05 Million
0.66% of portfolio
|
Q4 2025
Added 12.93%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
79,359
shares
|
$2.98 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
77,826
shares
|
$2.92 Million
0.4% of portfolio
|
Q4 2025
Added 28.85%
|
|