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 493 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,481,182
shares
|
$53.6 Million
0.31% of portfolio
|
Q1 2025
Added 119.89%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,269,114
shares
|
$46 Million
0.22% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,265,220
shares
|
$45.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,028,128
shares
|
$37.2 Million
2.04% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
834,088
shares
|
$30.2 Million
0.58% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
779,069
shares
|
$28.2 Million
0.07% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
693,410
shares
|
$25.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
678,049
shares
|
$24.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
673,115
shares
|
$24.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
645,713
shares
|
$23.4 Million
1.48% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
643,785
shares
|
$23.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
631,134
shares
|
$22.9 Million
1.34% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
600,229
shares
|
$21.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 44.47%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
598,914
shares
|
$21.7 Million
1.48% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
575,263
shares
|
$20.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
528,337
shares
|
$19.1 Million
0.05% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
508,709
shares
|
$18.4 Million
0.09% of portfolio
|
Q1 2025
Added 48.83%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
475,185
shares
|
$17.2 Million
0.01% of portfolio
|
Q1 2025
Added 403.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
464,571
shares
|
$16.8 Million
0.11% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
456,314
shares
|
$16.5 Million
5.33% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
439,333
shares
|
$15.9 Million
0.15% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
423,353
shares
|
$15.3 Million
1.13% of portfolio
|
Q1 2025
Added 108.8%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
417,055
shares
|
$15.1 Million
7.25% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
410,538
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
406,520
shares
|
$14.7 Million
0.15% of portfolio
|
Q1 2025
Added 8.41%
|