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 |
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
96,442
shares
|
$3.49 Million
0.04% of portfolio
|
Q2 2025
Added 14.47%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
93,263
shares
|
$3.38 Million
0.15% of portfolio
|
Q2 2025
Added 8.21%
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
92,821
shares
|
$3.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
91,539
shares
|
$3.31 Million
1.88% of portfolio
|
Q1 2025
Added 109.22%
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
90,660
shares
|
$3.28 Million
1.13% of portfolio
|
Q2 2025
Added 264.7%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
90,577
shares
|
$3.28 Million
1.34% of portfolio
|
Q2 2025
Added 3.56%
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
89,447
shares
|
$3.24 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
89,004
shares
|
$3.22 Million
0.34% of portfolio
|
Q1 2025
Added 6.85%
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
88,431
shares
|
$3.2 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
86,685
shares
|
$3.14 Million
1.04% of portfolio
|
Q2 2025
Added 5.02%
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
86,177
shares
|
$3.12 Million
1.8% of portfolio
|
Q1 2025
Added 26.72%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
85,019
shares
|
$3.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
84,821
shares
|
$3.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
82,343
shares
|
$2.98 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
80,708
shares
|
$2.92 Million
0.08% of portfolio
|
Q2 2025
Added 3.23%
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
80,342
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
80,066
shares
|
$2.9 Million
0.32% of portfolio
|
Q2 2025
Added 4.56%
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
78,268
shares
|
$2.83 Million
1.79% of portfolio
|
Q1 2025
Added 0.89%
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
76,425
shares
|
$2.77 Million
0.65% of portfolio
|
Q2 2025
Added 1.57%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
75,976
shares
|
$2.75 Million
0.06% of portfolio
|
Q4 2024
Added 30.91%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
74,917
shares
|
$2.71 Million
0.44% of portfolio
|
Q1 2025
Added 0.82%
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
74,813
shares
|
$2.71 Million
2.36% of portfolio
|
Q1 2025
Added 9.02%
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
74,700
shares
|
$2.7 Million
0.94% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
74,422
shares
|
$2.69 Million
0.74% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
73,608
shares
|
$2.67 Million
0.27% of portfolio
|
Q1 2025
Added 20.63%
|