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 |
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
190,277
shares
|
$6.89 Million
0.55% of portfolio
|
Q1 2025
Reduced 53.0%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
188,174
shares
|
$6.81 Million
0.35% of portfolio
|
Q2 2025
Reduced 71.34%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
185,283
shares
|
$6.71 Million
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
181,949
shares
|
$6.59 Million
0.41% of portfolio
|
Q1 2025
Added 64.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
180,846
shares
|
$6.55 Million
0.29% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
179,762
shares
|
$6.51 Million
0.09% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
176,802
shares
|
$6.4 Million
2.4% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
176,524
shares
|
$6.39 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
173,786
shares
|
$6.29 Million
0.47% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
172,601
shares
|
$6.25 Million
1.38% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
166,882
shares
|
$6.04 Million
0.09% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
164,798
shares
|
$5.97 Million
5.83% of portfolio
|
Q1 2025
Added 52.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
158,004
shares
|
$5.72 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
154,981
shares
|
$5.61 Million
2.51% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
146,017
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
Added 106.01%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
146,001
shares
|
$5.29 Million
0.27% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
139,377
shares
|
$5.05 Million
4.26% of portfolio
|
Q2 2025
Added 32.78%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
138,295
shares
|
$5.01 Million
1.61% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
137,958
shares
|
$5 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
135,140
shares
|
$4.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
131,226
shares
|
$4.75 Million
2.57% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
130,277
shares
|
$4.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
129,779
shares
|
$4.7 Million
0.56% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
128,748
shares
|
$4.66 Million
0.16% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
128,081
shares
|
$4.64 Million
2.51% of portfolio
|
Q2 2025
Added 2.35%
|