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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,526
shares
|
$363,512
0.09% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,471
shares
|
$361,413
0.0% of portfolio
|
Q2 2025
Added 2128.47%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,390
shares
|
$358,322
0.0% of portfolio
|
Q2 2025
Added 31.88%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
9,024
shares
|
$344,355
0.02% of portfolio
|
Q2 2025
Reduced 98.21%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
8,870
shares
|
$338,479
0.25% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,848
shares
|
$337,639
0.12% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
8,831
shares
|
$336,990
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
8,806
shares
|
$336,036
0.11% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,786
shares
|
$335,273
0.01% of portfolio
|
Q2 2021
Reduced 63.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
8,725
shares
|
$332,945
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,609
shares
|
$328,519
0.04% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,425
shares
|
$321,498
0.0% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
8,368
shares
|
$319,322
0.16% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,362
shares
|
$319,093
0.25% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,307
shares
|
$316,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
8,250
shares
|
$314,820
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,223
shares
|
$313,789
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,203
shares
|
$313,026
0.08% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
8,196
shares
|
$312,759
0.11% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
8,178
shares
|
$312,072
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
8,103
shares
|
$309,210
0.01% of portfolio
|
Q2 2025
Reduced 38.6%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
7,758
shares
|
$296,045
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
7,719
shares
|
$294,557
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
7,575
shares
|
$289,062
0.06% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,555
shares
|
$288,298
0.04% of portfolio
|
Q2 2025
Added 0.31%
|