Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
14,223,611
-
Share change
-
+637,875
-
Total reported value
-
$546,060,415
-
Price per share
-
$38.32
-
Number of holders
-
76
-
Value change
-
+$24,478,230
-
Number of buys
-
48
-
Number of sells
-
23
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,223,611 shares.
The largest 10 holders included
Capital Investment Advisors, LLC, PARK NATIONAL CORP /OH/, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Crumly & Associates Inc., Focus Financial Network, Inc., DAGCO, INC., Wealthcare Advisory Partners LLC, Fairvoy Private Wealth, LLC, TrueWealth Advisors, LLC, and PRECEDENT WEALTH PARTNERS, LLC.
This page lists
76
institutional shareholders reporting positions in this security
for the Q4 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.