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 |
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
405,074
shares
|
$14.7 Million
8.4% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
399,417
shares
|
$14.5 Million
0.56% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
394,835
shares
|
$14.3 Million
0.44% of portfolio
|
Q2 2025
Reduced 29.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
390,347
shares
|
$14.1 Million
0.84% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
389,744
shares
|
$14.1 Million
3.57% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
387,258
shares
|
$14 Million
4.1% of portfolio
|
Q2 2025
Added 40.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
375,173
shares
|
$13.6 Million
1.08% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
372,774
shares
|
$13.5 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
358,188
shares
|
$13 Million
0.49% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
357,793
shares
|
$13 Million
0.04% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
346,245
shares
|
$12.5 Million
2.21% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
327,483
shares
|
$11.9 Million
2.82% of portfolio
|
Q2 2024
Added 52.82%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
324,002
shares
|
$11.7 Million
5.34% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
323,576
shares
|
$11.7 Million
0.3% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
311,396
shares
|
$11.3 Million
3.47% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
307,056
shares
|
$11.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
303,184
shares
|
$11 Million
1.3% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
289,512
shares
|
$10.5 Million
0.31% of portfolio
|
Q1 2025
Added 63.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
287,565
shares
|
$10.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
285,780
shares
|
$10.3 Million
1.09% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
275,969
shares
|
$9.99 Million
5.02% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
271,747
shares
|
$9.84 Million
4.31% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
270,260
shares
|
$9.79 Million
0.23% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
267,448
shares
|
$9.68 Million
0.3% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
264,590
shares
|
$9.58 Million
1.4% of portfolio
|
Q2 2025
Added 26.76%
|