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 488 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
60,058
shares
|
$2.27 Million
0.41% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
59,920
shares
|
$2.26 Million
1.21% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
59,374
shares
|
$2.24 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
|
$2.23 Million
1.92% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
58,517
shares
|
$2.21 Million
0.34% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
58,292
shares
|
$2.2 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
|
$2.2 Million
1.57% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
57,895
shares
|
$2.19 Million
0.17% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
57,510
shares
|
$2.17 Million
1.72% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
57,031
shares
|
$2.15 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
56,727
shares
|
$2.14 Million
0.18% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
55,249
shares
|
$2.09 Million
1.33% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
54,115
shares
|
$2.04 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
53,757
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
53,734
shares
|
$2.03 Million
0.14% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
53,534
shares
|
$2.02 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
53,156
shares
|
$2.01 Million
0.55% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
52,787
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
52,207
shares
|
$1.97 Million
0.67% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
51,584
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
51,388
shares
|
$1.94 Million
1.76% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
51,269
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
50,361
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
49,853
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
49,649
shares
|
$1.87 Million
0.62% of portfolio
|
Q1 2025
Added 299.01%
|