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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
28,257
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 80.64%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
28,224
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
27,684
shares
|
$1.06 Million
0.31% of portfolio
|
Q2 2025
Added 82.68%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27,582
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 174.07%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
27,514
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,281
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
27,092
shares
|
$1.03 Million
0.18% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
26,446
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
26,174
shares
|
$998,799
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
26,092
shares
|
$995,670
0.04% of portfolio
|
Q2 2025
Added 73.28%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,853
shares
|
$986,550
0.03% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
25,561
shares
|
$975,407
0.02% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
25,158
shares
|
$960,029
0.01% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
24,946
shares
|
$951,939
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
24,769
shares
|
$945,185
0.76% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
24,046
shares
|
$917,595
0.33% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
23,967
shares
|
$914,580
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 13, 2025 Q2 2025 |
23,603
shares
|
$900,690
2.54% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
23,435
shares
|
$894,279
0.06% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
22,986
shares
|
$877,145
0.07% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
22,817
shares
|
$870,696
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
22,805
shares
|
$870,238
0.81% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
22,530
shares
|
$859,744
0.25% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,514
shares
|
$859,134
0.0% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
22,465
shares
|
$857,264
0.43% of portfolio
|
Q2 2025
Reduced 6.83%
|