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 495 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 $7.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
23,536,432
shares
|
$898 Million
0.29% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
19,713,398
shares
|
$752 Million
0.05% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
12,018,669
shares
|
$459 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,972,064
shares
|
$457 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,368,266
shares
|
$281 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,401,958
shares
|
$244 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,786,141
shares
|
$221 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,276,231
shares
|
$201 Million
0.33% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234,856
shares
|
$162 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
|
$161 Million
0.21% of portfolio
|
Q3 2024
Added 29.51%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,972,146
shares
|
$152 Million
2.63% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,463,545
shares
|
$132 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
3,376,574
shares
|
$129 Million
4.16% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,974,264
shares
|
$113 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,890,125
shares
|
$110 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,835,642
shares
|
$108 Million
2.79% of portfolio
|
Q2 2025
Added 472.85%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,747,396
shares
|
$105 Million
13.83% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,744,843
shares
|
$105 Million
0.18% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,598,480
shares
|
$99.2 Million
0.12% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,371,783
shares
|
$90.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,237,668
shares
|
$85.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,939,333
shares
|
$74 Million
0.05% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,614,179
shares
|
$61.6 Million
0.16% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,306,468
shares
|
$49.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,305,901
shares
|
$49.8 Million
0.24% of portfolio
|
Q2 2025
Added 2.9%
|