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 513 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 |
|---|---|---|---|---|---|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
200,141
shares
|
$7.5 Million
1.8% of portfolio
|
Q3 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
198,158
shares
|
$7.43 Million
1.52% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
189,188
shares
|
$7.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
188,349
shares
|
$7.06 Million
3.34% of portfolio
|
Q3 2025
Reduced 30.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
187,518
shares
|
$7.03 Million
0.48% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
184,717
shares
|
$6.93 Million
1.04% of portfolio
|
Q3 2025
Added 351.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
176,578
shares
|
$6.62 Million
0.11% of portfolio
|
Q3 2025
Added 46.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
176,524
shares
|
$6.62 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
172,170
shares
|
$6.45 Million
4.75% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
170,567
shares
|
$6.39 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
170,364
shares
|
$6.39 Million
5.99% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
168,952
shares
|
$6.33 Million
0.71% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
168,069
shares
|
$6.3 Million
2.47% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
161,572
shares
|
$6.06 Million
0.47% of portfolio
|
Q3 2025
Added 41.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
157,044
shares
|
$5.89 Million
0.24% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
156,691
shares
|
$5.87 Million
2.47% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
149,686
shares
|
$5.61 Million
0.07% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
142,535
shares
|
$5.34 Million
2.92% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
142,010
shares
|
$5.32 Million
0.14% of portfolio
|
Q3 2025
Added 67.42%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
140,471
shares
|
$5.27 Million
0.61% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
139,836
shares
|
$5.24 Million
1.64% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
139,377
shares
|
$5.23 Million
4.26% of portfolio
|
Q2 2025
Added 32.78%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
137,953
shares
|
$5.17 Million
0.71% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
136,967
shares
|
$5.13 Million
3.52% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
131,490
shares
|
$4.93 Million
0.09% of portfolio
|
Q3 2025
Added 2.98%
|
|