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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
76,343
shares
|
$2.86 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
76,311
shares
|
$2.86 Million
0.47% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
75,581
shares
|
$2.83 Million
0.13% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
75,245
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.59%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
75,087
shares
|
$2.82 Million
1.2% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
74,700
shares
|
$2.8 Million
0.94% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
72,800
shares
|
$2.73 Million
0.34% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
71,940
shares
|
$2.7 Million
0.6% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
71,563
shares
|
$2.68 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
71,457
shares
|
$2.68 Million
0.13% of portfolio
|
Q3 2025
Reduced 51.06%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
69,795
shares
|
$2.62 Million
1.4% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
69,552
shares
|
$2.61 Million
0.94% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
69,243
shares
|
$2.6 Million
0.18% of portfolio
|
Q3 2025
Added 105.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,967
shares
|
$2.59 Million
0.06% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
68,901
shares
|
$2.58 Million
0.57% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
68,727
shares
|
$2.58 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
66,772
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
66,740
shares
|
$2.5 Million
1.51% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
63,945
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 28.51%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
63,776
shares
|
$2.39 Million
1.88% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
63,390
shares
|
$2.38 Million
1.46% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
62,945
shares
|
$2.36 Million
1.08% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
61,387
shares
|
$2.3 Million
0.4% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
60,828
shares
|
$2.28 Million
1.82% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
60,755
shares
|
$2.28 Million
1.2% of portfolio
|
Q1 2025
Added 339.14%
|
|