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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,737
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2022
Reduced 54.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
60,402
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2025
Added 26.42%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
60,179
shares
|
$2.26 Million
1.94% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
59,947
shares
|
$2.25 Million
1.64% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
59,374
shares
|
$2.23 Million
1.22% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
58,799
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
58,068
shares
|
$2.18 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
57,501
shares
|
$2.16 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
56,918
shares
|
$2.13 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
55,671
shares
|
$2.09 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
52,888
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
52,881
shares
|
$1.98 Million
1.24% of portfolio
|
Q3 2025
Added 49.22%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
52,540
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
52,491
shares
|
$1.97 Million
0.67% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
51,867
shares
|
$1.94 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
51,805
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
50,471
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
49,853
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
49,682
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
49,109
shares
|
$1.84 Million
0.74% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
47,048
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2025
Added 73.66%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
46,476
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
46,249
shares
|
$1.73 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
46,157
shares
|
$1.73 Million
0.21% of portfolio
|
Q3 2025
Added 3.83%
|
|