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 514 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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
10,564
shares
|
$396,044
0.05% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,453
shares
|
$391,882
0.01% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,420
shares
|
$390,645
0.05% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
10,351
shares
|
$388,058
0.27% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
10,284
shares
|
$385,547
0.0% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
10,200
shares
|
$382,398
0.0% of portfolio
|
Q3 2025
Reduced 73.64%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,185
shares
|
$381,835
0.0% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
10,053
shares
|
$376,886
0.05% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
9,917
shares
|
$371,788
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
9,729
shares
|
$364,740
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
9,648
shares
|
$361,703
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
9,402
shares
|
$352,480
0.11% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
9,357
shares
|
$350,793
0.16% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,272
shares
|
$347,607
0.01% of portfolio
|
Q3 2025
Reduced 53.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
9,229
shares
|
$345,995
0.0% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
8,915
shares
|
$334,223
0.02% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
8,839
shares
|
$331,374
0.0% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$329,387
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
8,759
shares
|
$328,374
0.24% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,747
shares
|
$327,925
0.02% of portfolio
|
Q3 2025
Added 43.3%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
8,725
shares
|
$327,100
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
8,673
shares
|
$325,150
0.04% of portfolio
|
Q3 2025
Added 32.74%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
8,610
shares
|
$322,788
0.06% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,552
shares
|
$320,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
8,502
shares
|
$318,739
0.24% of portfolio
|
Q3 2025
New holding
|
|