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 |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
59,374
shares
|
$2.23 Million
1.22% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
59,001
shares
|
$2.21 Million
1.92% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
58,799
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
58,630
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
58,292
shares
|
$2.19 Million
0.9% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
58,260
shares
|
$2.18 Million
1.57% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
57,895
shares
|
$2.17 Million
0.17% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
57,031
shares
|
$2.14 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
55,249
shares
|
$2.07 Million
1.33% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
54,956
shares
|
$2.06 Million
0.35% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
54,115
shares
|
$2.03 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
53,534
shares
|
$2.01 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
53,156
shares
|
$1.99 Million
0.55% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
52,491
shares
|
$1.97 Million
0.67% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
51,867
shares
|
$1.95 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
51,584
shares
|
$1.93 Million
0.14% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
51,388
shares
|
$1.93 Million
1.76% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
51,269
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
50,070
shares
|
$1.88 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
49,853
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
49,649
shares
|
$1.86 Million
0.62% of portfolio
|
Q1 2025
Added 299.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
49,152
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
48,440
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Added 51.73%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
48,337
shares
|
$1.81 Million
0.17% of portfolio
|
Q2 2025
Reduced 88.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
47,779
shares
|
$1.79 Million
0.31% of portfolio
|
Q2 2025
Added 3.3%
|