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 515 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
28,184
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
28,156
shares
|
$1.06 Million
0.72% of portfolio
|
Q3 2025
Added 38.89%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,720
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
26,573
shares
|
$996,221
0.0% of portfolio
|
Q3 2025
Added 180.57%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
26,508
shares
|
$993,784
0.99% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
26,217
shares
|
$982,875
0.04% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
26,128
shares
|
$979,538
0.23% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
26,125
shares
|
$979,426
0.07% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
26,010
shares
|
$975,114
0.07% of portfolio
|
Q3 2025
Reduced 36.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
25,838
shares
|
$968,666
0.12% of portfolio
|
Q4 2025
Reduced 3.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
25,702
shares
|
$963,567
0.03% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
25,491
shares
|
$955,657
0.07% of portfolio
|
Q3 2025
Reduced 81.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
24,763
shares
|
$928,364
0.08% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
24,714
shares
|
$926,527
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
24,155
shares
|
$905,570
0.47% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
24,071
shares
|
$902,421
0.33% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
24,004
shares
|
$899,909
0.27% of portfolio
|
Q4 2025
Added 18.16%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
23,484
shares
|
$880,415
0.01% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
23,159
shares
|
$868,230
0.04% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
23,070
shares
|
$864,894
0.06% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
22,946
shares
|
$860,245
2.21% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
22,736
shares
|
$852,372
0.8% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
22,524
shares
|
$844,424
0.0% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
22,513
shares
|
$844,012
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
22,510
shares
|
$843,899
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|