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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
272,611
shares
|
$10.2 Million
3.33% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
264,987
shares
|
$9.93 Million
0.16% of portfolio
|
Q3 2025
Added 46.14%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
258,153
shares
|
$9.68 Million
0.33% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
257,587
shares
|
$9.66 Million
2.07% of portfolio
|
Q4 2025
Added 5.25%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
247,262
shares
|
$9.27 Million
0.15% of portfolio
|
Q4 2025
Added 3.87%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
243,505
shares
|
$9.13 Million
2.43% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
242,835
shares
|
$9.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
238,068
shares
|
$8.93 Million
1.3% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
237,386
shares
|
$8.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
233,252
shares
|
$8.74 Million
0.12% of portfolio
|
Q3 2025
Added 39.77%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
232,275
shares
|
$8.71 Million
0.77% of portfolio
|
Q4 2025
Reduced 2.94%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,019
shares
|
$8.55 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
224,974
shares
|
$8.43 Million
0.01% of portfolio
|
Q3 2025
Added 66.47%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
222,023
shares
|
$8.32 Million
4.0% of portfolio
|
Q3 2025
Added 81.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
220,962
shares
|
$8.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
217,359
shares
|
$8.15 Million
0.3% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
212,111
shares
|
$7.95 Million
2.48% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
209,786
shares
|
$7.86 Million
0.77% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
209,666
shares
|
$7.86 Million
0.41% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
208,274
shares
|
$7.81 Million
0.03% of portfolio
|
Q3 2025
Added 77.74%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
207,477
shares
|
$7.78 Million
0.29% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
205,718
shares
|
$7.71 Million
1.15% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
203,878
shares
|
$7.64 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
201,215
shares
|
$7.54 Million
0.1% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
201,109
shares
|
$7.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.85%
|
|