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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,850
shares
|
$185,075
0.05% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,597
shares
|
$175,421
0.0% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
4,239
shares
|
$161,760
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,046
shares
|
$154,395
0.01% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,169
shares
|
$120,929
0.08% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,137
shares
|
$119,707
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,050
shares
|
$116,387
0.03% of portfolio
|
Q2 2025
Reduced 32.97%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,720
shares
|
$103,795
0.01% of portfolio
|
Q2 2025
Reduced 41.05%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2,139
shares
|
$81,624
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,047
shares
|
$78,113
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,972
shares
|
$75,251
0.05% of portfolio
|
Q2 2025
Reduced 89.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,852
shares
|
$70,672
0.01% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,790
shares
|
$68,306
0.03% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,722
shares
|
$65,711
0.03% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,623
shares
|
$61,933
0.02% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,610
shares
|
$61,437
0.0% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,555
shares
|
$59,338
0.01% of portfolio
|
Q2 2025
Reduced 45.29%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,528
shares
|
$58,308
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,474
shares
|
$56,247
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,295
shares
|
$49,417
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,266
shares
|
$48,310
0.0% of portfolio
|
Q2 2024
Reduced 24.73%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,252
shares
|
$47,776
0.02% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,213
shares
|
$46,288
0.0% of portfolio
|
Q2 2025
Added 4082.76%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$45,791
0.04% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$45,791
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|