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 498 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 $6.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,374,014
shares
|
$852 Million
0.32% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,474,019
shares
|
$710 Million
0.05% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,235,883
shares
|
$483 Million
0.1% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,496,285
shares
|
$456 Million
0.16% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,822,311
shares
|
$285 Million
0.02% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,749,559
shares
|
$246 Million
0.04% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,893,579
shares
|
$215 Million
0.04% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,003,154
shares
|
$182 Million
0.34% of portfolio
|
Q1 2025
Added 45.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$154 Million
0.1% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,230,399
shares
|
$154 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,972,146
shares
|
$145 Million
2.63% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,479,471
shares
|
$127 Million
0.13% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
3,376,574
shares
|
$123 Million
4.16% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,132,744
shares
|
$114 Million
0.04% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,929,195
shares
|
$107 Million
0.14% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,835,642
shares
|
$103 Million
2.79% of portfolio
|
Q2 2025
Added 472.85%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,747,396
shares
|
$100 Million
13.83% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,536,876
shares
|
$92.5 Million
0.12% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,469,448
shares
|
$90.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,371,783
shares
|
$86.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,253,098
shares
|
$82.2 Million
0.25% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,586,118
shares
|
$57.8 Million
0.34% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,536,471
shares
|
$56 Million
0.17% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,499,626
shares
|
$54.7 Million
0.1% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,493,516
shares
|
$54.5 Million
0.04% of portfolio
|
Q1 2025
Added 38.49%
|