Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SMID RISNG ETF
-
Total 13F shares
-
16,612,398
-
Share change
-
+1,140,745
-
Total reported value
-
$637,644,719
-
Price per share
-
$38.32
-
Number of holders
-
117
-
Value change
-
+$43,759,995
-
Number of buys
-
70
-
Number of sells
-
36
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
117 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,612,398 shares.
The largest 10 holders included
Capital Investment Advisors, LLC, PARK NATIONAL CORP /OH/, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Trilogy Capital Inc., Crumly & Associates Inc., Focus Financial Network, Inc., DAGCO, INC., Wealthcare Advisory Partners LLC, Fairvoy Private Wealth, LLC, and Stratos Wealth Advisors, LLC.
This page lists
117
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.