Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SMID RISNG ETF
-
Number of holders
-
467
-
Total 13F shares, excl. options
-
175M
-
Shares change
-
-1.49M
-
Total reported value, excl. options
-
$6.17B
-
Value change
-
-$48.9M
-
Number of buys
-
271
-
Number of sells
-
-200
-
Price
-
$35.28
Significant Holders of FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) as of Q2 2025
520 filings reported holding SDVY - FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF as of Q2 2025.
FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF (SDVY) has 467 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 175M shares
.
Largest 10 shareholders include LPL Financial LLC (23.5M shares), MORGAN STANLEY (19.7M shares), RAYMOND JAMES FINANCIAL INC (12M shares), WELLS FARGO & COMPANY/MN (12M shares), BANK OF AMERICA CORP /DE/ (7.37M shares), UBS Group AG (6.4M shares), Royal Bank of Canada (5.79M shares), Cetera Investment Advisers (5.28M shares), Capital Investment Advisors, LLC (3.97M shares), and STIFEL FINANCIAL CORP (3.46M shares).
This table shows the top 467 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.