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 515 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
23,756,369
shares
|
$891 Million
0.28% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
17,815,971
shares
|
$668 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
12,844,014
shares
|
$482 Million
0.16% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,525,540
shares
|
$470 Million
0.09% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,982,389
shares
|
$299 Million
0.02% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,264,277
shares
|
$272 Million
0.34% of portfolio
|
Q3 2025
Added 37.68%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,746,792
shares
|
$253 Million
0.04% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,989,469
shares
|
$225 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$159 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
|
$159 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,170,826
shares
|
$156 Million
2.73% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,978,002
shares
|
$149 Million
0.14% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
3,412,175
shares
|
$128 Million
4.3% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,384,431
shares
|
$127 Million
0.17% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,127,052
shares
|
$117 Million
0.14% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,067,640
shares
|
$115 Million
0.04% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,966,175
shares
|
$111 Million
0.17% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,920,669
shares
|
$109 Million
2.79% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
2,800,749
shares
|
$105 Million
14.36% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,458,183
shares
|
$92.2 Million
0.13% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,187,019
shares
|
$82 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,134,204
shares
|
$80 Million
0.06% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,601,589
shares
|
$60 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,399,054
shares
|
$52.5 Million
0.26% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,388,759
shares
|
$52.1 Million
0.09% of portfolio
|
Q3 2025
Added 6.3%
|
|