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 |
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
59,176
shares
|
$2.14 Million
1.1% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
58,517
shares
|
$2.12 Million
0.34% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
58,292
shares
|
$2.11 Million
0.9% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
58,280
shares
|
$2.11 Million
1.62% of portfolio
|
Q1 2025
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
58,260
shares
|
$2.11 Million
1.57% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
57,895
shares
|
$2.1 Million
0.17% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
57,510
shares
|
$2.08 Million
1.72% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
57,138
shares
|
$2.07 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
56,727
shares
|
$2.05 Million
0.18% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
55,249
shares
|
$2 Million
1.33% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
54,115
shares
|
$1.96 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
53,950
shares
|
$1.95 Million
0.37% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
53,734
shares
|
$1.95 Million
0.14% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
53,534
shares
|
$1.94 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
53,156
shares
|
$1.92 Million
0.55% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
52,787
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Purus Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
51,922
shares
|
$1.88 Million
0.72% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
51,584
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
51,388
shares
|
$1.86 Million
1.76% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
51,269
shares
|
$1.86 Million
0.09% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
50,773
shares
|
$1.84 Million
1.59% of portfolio
|
Q1 2025
Added 302.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
50,361
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
49,853
shares
|
$1.81 Million
0.14% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
49,649
shares
|
$1.8 Million
0.62% of portfolio
|
Q1 2025
Added 299.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
49,152
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Added 1.42%
|