Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
174,758,022
-
Share change
-
-1,491,655
-
Total reported value
-
$6,165,855,406
-
Price per share
-
$35.28
-
Number of holders
-
467
-
Value change
-
-$48,934,476
-
Number of buys
-
271
-
Number of sells
-
200
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q2 2025
As of 30 Jun 2025,
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) was held by
467 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
174,758,022 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, UBS Group AG, Royal Bank of Canada, Cetera Investment Advisers, Capital Investment Advisors, LLC, and STIFEL FINANCIAL CORP.
This page lists
469
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.