Security Snapshot

FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) Institutional Ownership

CUSIP: 33741X102

13F Institutional Holders and Ownership History from Q4 2017 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

522

Shares (Excl. Options)

191,872,616

Price

$38.32

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Type / Class
Equity / SMID RISNG ETF
Symbol
SDVY
Price per share
$39.43
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
191,872,616
Total reported value
$7,354,019,642
% of total 13F portfolios
0.03%
Share change
+10,906,618
Value change
+$418,157,134
Number of holders
522
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF is tracked under CUSIP 33741X102.
  • 522 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 522 to 105 between Q4 2025 and Q1 2026.
  • Reported value moved from $7,354,019,642 to $679,622,810.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 522 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 33741X102?
CUSIP 33741X102 identifies SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 522 institutional investors reported holding 191,872,616 shares of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY).

Institutional Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 17,226,946 $679,622,810 +$15,116,658 $39.43 105
2025 Q4 191,872,616 $7,354,019,642 +$418,157,134 $38.32 522
2025 Q3 179,513,670 $6,824,258,889 +$235,709,793 $38.02 479
2025 Q2 174,758,022 $6,165,855,406 -$48,934,414 $35.28 467
2025 Q1 176,300,668 $5,904,860,887 +$411,009,682 $33.50 476
2024 Q4 164,951,648 $5,915,423,117 +$973,514,293 $35.85 499
2024 Q3 132,859,324 $4,834,818,483 +$827,820,282 $36.38 401
2024 Q2 110,489,904 $3,688,473,223 +$662,363,053 $33.38 335
2024 Q1 90,429,119 $3,145,127,958 +$1,110,898,378 $34.82 303
2023 Q4 57,173,420 $1,873,127,354 +$552,470,583 $32.77 235
2023 Q3 39,306,171 $1,109,584,367 +$285,768,252 $28.23 177
2023 Q2 29,159,330 $825,564,887 +$39,508,771 $28.31 167
2023 Q1 27,765,704 $739,689,799 +$41,806,792 $26.65 163
2022 Q4 26,003,723 $677,554,533 +$30,699,895 $26.05 153
2022 Q3 24,509,659 $567,480,621 +$31,447,152 $23.13 140
2022 Q2 23,203,032 $554,898,360 +$22,469,940 $23.88 144
2022 Q1 21,883,086 $609,771,622 +$340,251,530 $27.87 134
2021 Q4 9,606,964 $290,531,813 +$140,678,136 $30.30 87
2021 Q3 4,732,507 $133,953,494 +$53,623,103 $28.27 50
2021 Q2 2,838,134 $82,577,377 +$63,160,151 $29.10 40
2021 Q1 669,429 $19,048,400 +$13,826,369 $28.40 21
2020 Q4 166,186 $3,939,000 +$617,144 $23.73 9
2020 Q3 114,866 $2,100,000 -$945,158 $18.28 6
2020 Q2 168,318 $2,957,000 +$163,444 $17.57 10
2020 Q1 159,237 $2,267,000 +$396,337 $14.23 10
2019 Q4 174,208 $3,773,000 +$1,742,052 $21.65 5
2019 Q3 93,828 $1,904,000 +$631,589 $20.30 5
2019 Q2 62,647 $1,289,000 -$175,997 $20.58 5
2019 Q1 67,018 $1,333,000 -$61,957 $19.89 6
2018 Q4 71,661 $1,258,000 +$708,933 $17.56 8
2018 Q3 30,656 $653,000 +$304,173 $21.28 5
2018 Q2 16,376 $344,000 +$28,926 $19.55 3
2018 Q1 14,954 $310,000 -$1,442,747 $18.99 2
2017 Q4 84,376 $1,771,000 +$1,771,000 $20.98 3