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 |
|---|---|---|---|---|---|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
431,881
shares
|
$16.2 Million
7.92% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
417,627
shares
|
$15.7 Million
0.05% of portfolio
|
Q3 2025
Added 16.72%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
403,557
shares
|
$15.1 Million
3.68% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
396,210
shares
|
$14.9 Million
4.08% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
390,347
shares
|
$14.6 Million
0.84% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
377,204
shares
|
$14.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
370,184
shares
|
$13.9 Million
3.33% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
359,753
shares
|
$13.5 Million
4.67% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
354,450
shares
|
$13.3 Million
2.51% of portfolio
|
Q3 2025
Reduced 36.79%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
352,229
shares
|
$13.2 Million
2.27% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
327,483
shares
|
$12.3 Million
2.82% of portfolio
|
Q2 2024
Added 52.82%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
323,576
shares
|
$12.1 Million
0.3% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
320,236
shares
|
$12 Million
0.15% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
308,326
shares
|
$11.6 Million
0.26% of portfolio
|
Q3 2025
Added 14.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
307,240
shares
|
$11.5 Million
0.23% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
306,336
shares
|
$11.5 Million
0.43% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
305,271
shares
|
$11.4 Million
1.28% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
302,973
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
295,992
shares
|
$11.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 25.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
295,500
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Added 798.18%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
294,652
shares
|
$11 Million
2.55% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
288,607
shares
|
$10.8 Million
0.15% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
286,406
shares
|
$10.7 Million
0.28% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
286,039
shares
|
$10.7 Million
0.55% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
281,549
shares
|
$10.6 Million
1.34% of portfolio
|
Q3 2025
Added 7.93%
|
|