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 192 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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,502
shares
|
$243,759
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,428
shares
|
$240,985
0.0% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
6,310
shares
|
$236,561
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,244
shares
|
$234,087
0.04% of portfolio
|
Q3 2025
Reduced 27.47%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
6,212
shares
|
$232,887
0.05% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,184
shares
|
$231,838
0.01% of portfolio
|
Q2 2025
Added 67.86%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
6,050
shares
|
$226,814
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
6,033
shares
|
$226,177
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
5,963
shares
|
$223,552
0.07% of portfolio
|
Q3 2025
Reduced 32.28%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
5,836
shares
|
$218,791
0.01% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
5,823
shares
|
$218,304
0.12% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
5,806
shares
|
$217,666
0.15% of portfolio
|
Q3 2025
Reduced 97.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,734
shares
|
$214,967
0.0% of portfolio
|
Q3 2025
Added 4243.94%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
5,703
shares
|
$213,805
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,535
shares
|
$207,507
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
5,512
shares
|
$206,644
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
5,500
shares
|
$206,195
0.02% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
5,358
shares
|
$200,871
0.03% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
5,348
shares
|
$200,496
0.0% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
5,274
shares
|
$197,722
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
5,168
shares
|
$193,748
0.42% of portfolio
|
Q3 2025
Reduced 92.22%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
5,105
shares
|
$191,386
0.13% of portfolio
|
Q3 2025
Reduced 38.99%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,936
shares
|
$185,050
0.0% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4,236
shares
|
$158,807
0.03% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3,991
shares
|
$149,622
0.03% of portfolio
|
Q3 2025
Added 170.76%
|
|