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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$7,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
198
shares
|
$7,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
137
shares
|
$5,227
0.0% of portfolio
|
Q4 2024
Reduced 68.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
132
shares
|
$5,037
0.0% of portfolio
|
Q2 2025
Reduced 79.69%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$3,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
92
shares
|
$3,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
74
shares
|
$2,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
46
shares
|
$1,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
39
shares
|
$1,488
0.0% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
31
shares
|
$1,182
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
29
shares
|
$1,106
0.0% of portfolio
|
Q4 2024
Reduced 99.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13
shares
|
$496
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
13
shares
|
$496
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
9
shares
|
$343
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
6
shares
|
$228
0.0% of portfolio
|
Q2 2025
Reduced 97.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
3
shares
|
$114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|