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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,210
shares
|
$847,533
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,924
shares
|
$836,619
0.23% of portfolio
|
Q4 2022
Reduced 96.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
21,894
shares
|
$835,475
0.45% of portfolio
|
Q2 2024
Reduced 77.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,854
shares
|
$833,948
0.72% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
21,831
shares
|
$833,070
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
21,484
shares
|
$819,829
0.01% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
21,475
shares
|
$819,485
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
21,258
shares
|
$811,205
0.19% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,969
shares
|
$800,177
0.01% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
20,967
shares
|
$800,100
0.62% of portfolio
|
Q2 2025
Added 40.43%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,368
shares
|
$777,242
0.18% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
20,272
shares
|
$773,579
0.58% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
20,231
shares
|
$772,014
0.02% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,966
shares
|
$761,902
0.02% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
19,850
shares
|
$757,475
0.27% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
19,602
shares
|
$748,012
0.06% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
19,276
shares
|
$735,572
0.03% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
19,136
shares
|
$730,229
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
19,132
shares
|
$730,077
0.51% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
19,015
shares
|
$725,612
0.13% of portfolio
|
Q2 2025
Reduced 64.75%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
18,761
shares
|
$715,919
0.04% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
18,666
shares
|
$712,294
0.09% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
18,659
shares
|
$712,027
0.34% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
18,429
shares
|
$703,250
0.58% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
18,016
shares
|
$687,490
0.29% of portfolio
|
Q2 2025
Reduced 4.07%
|