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 502 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
61,363
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 50.87%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
60,755
shares
|
$2.11 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
|
$2.11 Million
0.06% of portfolio
|
Q3 2022
Reduced 54.6%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
59,176
shares
|
$2.06 Million
1.1% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
58,337
shares
|
$2.03 Million
0.35% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
58,280
shares
|
$2.02 Million
1.62% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
57,545
shares
|
$2 Million
0.92% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
57,138
shares
|
$1.98 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
55,978
shares
|
$1.94 Million
1.67% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
55,498
shares
|
$1.93 Million
1.17% of portfolio
|
Q1 2025
Added 68.57%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
54,945
shares
|
$1.91 Million
0.68% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
54,891
shares
|
$1.91 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
54,635
shares
|
$1.9 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
54,211
shares
|
$1.88 Million
1.56% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
53,950
shares
|
$1.87 Million
0.37% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
53,734
shares
|
$1.87 Million
0.14% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
52,948
shares
|
$1.84 Million
0.37% of portfolio
|
Q1 2025
Reduced 68.1%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
52,860
shares
|
$1.84 Million
1.61% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
51,954
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Added 59.29%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
51,922
shares
|
$1.8 Million
0.77% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
50,773
shares
|
$1.76 Million
1.59% of portfolio
|
Q1 2025
Added 302.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
50,361
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.12%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
49,649
shares
|
$1.72 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
49,649
shares
|
$1.72 Million
0.62% of portfolio
|
Q1 2025
Added 299.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
48,945
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2025
Added 4.21%
|