Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / SMID RISNG ETF
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Number of holders
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475
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Total 13F shares, excl. options
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176M
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Shares change
-
+12.5M
-
Total reported value, excl. options
-
$5.9B
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Value change
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+$411M
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Number of buys
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314
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Number of sells
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-167
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Price
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$33.50
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q1 2025
526 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q1 2025.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 475 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 176M shares
.
Largest 10 shareholders include LPL Financial LLC (23.4M shares), MORGAN STANLEY (19.5M shares), WELLS FARGO & COMPANY/MN (13.2M shares), RAYMOND JAMES FINANCIAL INC (12.5M shares), BANK OF AMERICA CORP /DE/ (7.82M shares), UBS Group AG (6.75M shares), ROYAL BANK OF CANADA (5.89M shares), Cetera Investment Advisers (5M shares), Capital Investment Advisors, LLC (3.73M shares), and STIFEL FINANCIAL CORP (3.48M shares).
This table shows the top 475 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.