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 522 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $7.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
77,486
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
77,232
shares
|
$2.9 Million
0.44% of portfolio
|
Q4 2025
Added 40.53%
|
|
|
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%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
76,311
shares
|
$2.86 Million
0.47% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
75,581
shares
|
$2.83 Million
0.13% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
75,245
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.59%
|
|
|
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%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 14, 2026 Q4 2025 |
73,087
shares
|
$2.74 Million
2.29% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
72,800
shares
|
$2.73 Million
0.34% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
71,457
shares
|
$2.68 Million
0.13% of portfolio
|
Q3 2025
Reduced 51.06%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
69,795
shares
|
$2.62 Million
1.4% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
69,552
shares
|
$2.61 Million
0.94% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
69,243
shares
|
$2.6 Million
0.18% of portfolio
|
Q3 2025
Added 105.88%
|
|
|
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
|
Nov 17, 2025 Q3 2025 |
68,901
shares
|
$2.58 Million
0.57% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
68,727
shares
|
$2.58 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
66,772
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
66,740
shares
|
$2.5 Million
1.51% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 29, 2026 Q4 2025 |
64,236
shares
|
$2.41 Million
1.46% of portfolio
|
Q4 2025
Added 21.47%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
63,945
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 28.51%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
63,390
shares
|
$2.38 Million
1.46% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
62,483
shares
|
$2.34 Million
0.33% of portfolio
|
Q4 2025
Added 6.27%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
62,324
shares
|
$2.34 Million
1.04% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jan 21, 2026 Q4 2025 |
61,639
shares
|
$2.31 Million
1.09% of portfolio
|
Q4 2025
Reduced 67.27%
|
|