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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
74,917
shares
|
$2.81 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
|
$2.8 Million
0.94% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
74,422
shares
|
$2.79 Million
0.74% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
72,800
shares
|
$2.73 Million
0.33% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
72,649
shares
|
$2.72 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
72,137
shares
|
$2.71 Million
0.47% of portfolio
|
Q2 2025
Added 465.78%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
71,975
shares
|
$2.7 Million
2.13% of portfolio
|
Q2 2025
Reduced 29.8%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
71,940
shares
|
$2.7 Million
0.6% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
70,306
shares
|
$2.64 Million
0.71% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
69,552
shares
|
$2.61 Million
0.94% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,967
shares
|
$2.59 Million
0.06% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
68,145
shares
|
$2.56 Million
0.6% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
68,033
shares
|
$2.55 Million
1.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
67,898
shares
|
$2.55 Million
0.21% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
67,871
shares
|
$2.55 Million
1.33% of portfolio
|
Q2 2025
Reduced 20.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
66,681
shares
|
$2.5 Million
0.02% of portfolio
|
Q1 2025
Added 38.77%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
65,650
shares
|
$2.46 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
65,515
shares
|
$2.46 Million
1.46% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
60,912
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
60,828
shares
|
$2.28 Million
1.82% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
60,755
shares
|
$2.28 Million
1.2% of portfolio
|
Q1 2025
Added 339.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,737
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2022
Reduced 54.6%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
60,234
shares
|
$2.26 Million
1.79% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
60,121
shares
|
$2.25 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
60,058
shares
|
$2.25 Million
0.41% of portfolio
|
Q2 2025
Added 3.5%
|