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 |
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
73,414
shares
|
$2.66 Million
0.34% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
73,100
shares
|
$2.65 Million
1.22% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
72,649
shares
|
$2.63 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
71,975
shares
|
$2.61 Million
2.13% of portfolio
|
Q2 2025
Reduced 29.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
70,306
shares
|
$2.55 Million
0.71% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
70,270
shares
|
$2.54 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
70,174
shares
|
$2.54 Million
0.52% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
69,552
shares
|
$2.52 Million
0.94% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
69,402
shares
|
$2.51 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,967
shares
|
$2.5 Million
0.06% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
68,033
shares
|
$2.46 Million
1.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
67,871
shares
|
$2.46 Million
1.33% of portfolio
|
Q2 2025
Reduced 20.77%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
66,734
shares
|
$2.42 Million
0.95% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
66,681
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Added 38.77%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
66,496
shares
|
$2.41 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
66,426
shares
|
$2.41 Million
0.32% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
65,522
shares
|
$2.37 Million
0.03% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
63,944
shares
|
$2.32 Million
1.55% of portfolio
|
Q1 2025
Added 26.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
63,759
shares
|
$2.31 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
62,784
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62,360
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Added 29.98%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
60,755
shares
|
$2.2 Million
1.2% of portfolio
|
Q1 2025
Added 339.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,737
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2022
Reduced 54.6%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
60,058
shares
|
$2.17 Million
0.41% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
59,920
shares
|
$2.17 Million
1.21% of portfolio
|
Q2 2025
Added 7.97%
|