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 |
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
263,145
shares
|
$9.53 Million
3.37% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
260,865
shares
|
$9.45 Million
1.22% of portfolio
|
Q2 2025
Added 43.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
257,560
shares
|
$9.33 Million
0.5% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
251,133
shares
|
$9.09 Million
0.12% of portfolio
|
Q1 2025
Added 27.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
246,190
shares
|
$8.91 Million
0.53% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
245,344
shares
|
$8.88 Million
2.87% of portfolio
|
Q1 2025
Added 927.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
242,835
shares
|
$8.79 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
241,944
shares
|
$8.76 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
234,479
shares
|
$8.49 Million
0.12% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
233,877
shares
|
$8.47 Million
2.05% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,019
shares
|
$8.26 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
227,920
shares
|
$8.25 Million
2.68% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
218,908
shares
|
$7.93 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
216,735
shares
|
$7.85 Million
1.04% of portfolio
|
Q1 2025
Added 84.93%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Apr 22, 2025 Q1 2025 |
216,531
shares
|
$7.84 Million
11.22% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
215,248
shares
|
$7.79 Million
0.99% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
214,049
shares
|
$7.75 Million
1.85% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
212,062
shares
|
$7.68 Million
5.75% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
208,535
shares
|
$7.55 Million
2.3% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
207,167
shares
|
$7.5 Million
1.6% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
205,207
shares
|
$7.43 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
202,011
shares
|
$7.31 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
201,390
shares
|
$7.29 Million
0.77% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
201,063
shares
|
$7.28 Million
0.22% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
197,707
shares
|
$7.16 Million
0.28% of portfolio
|
Q2 2025
Reduced 47.65%
|