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 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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
95,951
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
95,692
shares
|
$3.59 Million
0.32% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
94,331
shares
|
$3.54 Million
0.23% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
93,643
shares
|
$3.51 Million
0.89% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
93,244
shares
|
$3.5 Million
3.65% of portfolio
|
Q3 2025
Added 105.46%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
93,044
shares
|
$3.49 Million
1.38% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
92,496
shares
|
$3.47 Million
0.31% of portfolio
|
Q3 2025
Added 36.23%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
92,083
shares
|
$3.45 Million
1.75% of portfolio
|
Q3 2025
Added 53.68%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
90,018
shares
|
$3.37 Million
0.4% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
89,654
shares
|
$3.36 Million
2.65% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
89,439
shares
|
$3.35 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
87,799
shares
|
$3.29 Million
0.27% of portfolio
|
Q3 2025
Added 54.77%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
87,779
shares
|
$3.29 Million
0.51% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
87,363
shares
|
$3.28 Million
0.48% of portfolio
|
Q3 2025
Added 217.52%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
86,792
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
86,076
shares
|
$3.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
84,746
shares
|
$3.18 Million
0.12% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
84,601
shares
|
$3.17 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
84,533
shares
|
$3.17 Million
1.01% of portfolio
|
Q4 2025
Added 12.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
84,133
shares
|
$3.15 Million
0.08% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
82,092
shares
|
$3.08 Million
0.33% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
82,049
shares
|
$3.08 Million
0.66% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
81,076
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Added 23.74%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
79,359
shares
|
$2.98 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
77,486
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.93%
|
|