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 |
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
127,804
shares
|
$4.63 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
127,681
shares
|
$4.62 Million
0.09% of portfolio
|
Q2 2025
Added 39.42%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
127,274
shares
|
$4.61 Million
3.05% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
127,164
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 809.35%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
126,939
shares
|
$4.6 Million
2.67% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
124,883
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
123,579
shares
|
$4.47 Million
0.34% of portfolio
|
Q1 2025
Added 775.58%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
122,024
shares
|
$4.42 Million
2.08% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
119,924
shares
|
$4.34 Million
1.93% of portfolio
|
Q1 2025
Added 374.76%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
118,291
shares
|
$4.28 Million
0.85% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
117,853
shares
|
$4.27 Million
0.13% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
117,181
shares
|
$4.24 Million
0.02% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
116,435
shares
|
$4.22 Million
1.64% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
114,963
shares
|
$4.16 Million
3.14% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
114,297
shares
|
$4.14 Million
0.34% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
113,930
shares
|
$4.13 Million
0.19% of portfolio
|
Q1 2025
Added 63.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
112,510
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
111,593
shares
|
$4.04 Million
0.3% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
110,616
shares
|
$4.01 Million
0.08% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
109,725
shares
|
$3.97 Million
2.74% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
108,159
shares
|
$3.92 Million
1.1% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
106,766
shares
|
$3.87 Million
0.8% of portfolio
|
Q1 2025
Added 621.34%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
104,824
shares
|
$3.8 Million
0.29% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
102,069
shares
|
$3.7 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
99,152
shares
|
$3.59 Million
0.01% of portfolio
|
Q1 2025
Added 9.09%
|