First Trust SMID Cap Rising Dividend Archievers ETF (SDVY) Institutional Ownership

→ This Weight Loss Company Can't Make Enough Product (From Behind the Markets) (Ad)

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Number of Institutional Buyers (last 12 months): 191
Total Institutional Inflows (last 12 months): $863.14M

Number of Institutional Sellers (last 12 months): 75
Total Institutional Outflows (last 12 months): $71.14M

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SDVY Institutional Buying and Selling by Quarter

Ad Behind the Markets

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A tiny pharmaceutical company is getting overwhelmed by a massive demand for its new weight loss marvel. They recently reported over 25,000 Americans are starting their drug each week - a 4X increase since December!

Get the name of the company and their stock ticker here >>>

First Trust SMID Cap Rising Dividend Archievers ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/11/2024	EverSource Wealth Advisors LLC	1,042	$34K	0.0%	N/A	0.001%
5/24/2024	Cetera Advisor Networks LLC	665,534	$23.17M	0.1%	+63.2%	0.548%
5/24/2024	Cetera Advisors LLC	763,318	$26.58M	0.2%	+781.5%	0.628%
5/24/2024	Cetera Investment Advisers	1,840,629	$64.09M	0.2%	+205.3%	1.514%
5/21/2024	Atria Investments Inc	232,861	$8.11M	0.1%	N/A	0.192%
5/20/2024	Independent Wealth Network Inc.	11,623	$405K	0.2%	N/A	0.010%
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5/17/2024	Comerica Bank	65,468	$2.28M	0.0%	+65.0%	0.054%
5/17/2024	Coppell Advisory Solutions Corp.	16,506	$575K	0.1%	N/A	0.014%
5/17/2024	Clear Point Advisors Inc.	17,887	$623K	0.5%	-8.9%	0.015%
5/16/2024	Jane Street Group LLC	360,377	$12.55M	0.0%	-23.6%	0.296%
5/16/2024	B. Riley Wealth Advisors Inc.	19,338	$673K	0.0%	-43.2%	0.016%
5/16/2024	Industrial Alliance Investment Management Inc.	2,678	$93K	0.0%	N/A	0.002%
5/16/2024	Econ Financial Services Corp	10,705	$373K	0.2%	N/A	0.009%
5/15/2024	Kestra Advisory Services LLC	764,110	$26.61M	0.2%	+49.4%	0.629%
5/14/2024	Axxcess Wealth Management LLC	6,611	$230K	0.0%	N/A	0.005%
5/14/2024	CreativeOne Wealth LLC	13,539	$471K	0.0%	N/A	0.011%
5/14/2024	Mattern Wealth Management LLC	6,111	$213K	0.1%	-17.2%	0.005%
5/14/2024	Owen LaRue LLC	102,973	$3.59M	2.2%	+12.7%	0.085%
5/13/2024	Secured Retirement Advisors LLC	76,209	$2.65M	2.2%	+1.4%	0.063%
5/11/2024	Chiron Capital Management LLC	7,547	$263K	0.2%	-83.1%	0.006%
5/10/2024	Osaic Holdings Inc.	1,769,500	$61.62M	0.1%	+7.6%	1.456%
5/10/2024	Bright Financial Advisors Inc.	28,595	$946K	0.7%	N/A	0.024%
5/10/2024	Wintrust Investments LLC	176,158	$6.13M	0.5%	+14.9%	0.145%
5/9/2024	Leo Wealth LLC	59,978	$2.07M	0.2%	+27.8%	0.049%
5/9/2024	Blair William & Co. IL	966,461	$33.65M	0.1%	+32.7%	0.795%
5/9/2024	Kingsview Wealth Management LLC	61,726	$2.15M	0.1%	+0.9%	0.051%
5/9/2024	Koshinski Asset Management Inc.	40,204	$1.40M	0.1%	-36.1%	0.033%
5/8/2024	Cozad Asset Management Inc.	63,824	$2.22M	0.2%	+2.3%	0.053%
5/8/2024	Avantax Advisory Services Inc.	344,864	$12.01M	0.1%	+236.6%	0.284%
5/8/2024	US Bancorp DE	69,524	$2.42M	0.0%	-15.0%	0.057%
5/8/2024	Legacy Capital Group California Inc.	45,838	$1.60M	0.6%	N/A	0.038%
5/7/2024	Quantum Private Wealth LLC	14,739	$513K	0.2%	+42.9%	0.012%
5/7/2024	Concurrent Investment Advisors LLC	68,521	$2.39M	0.1%	+2.8%	0.056%
5/7/2024	Montag A & Associates Inc.	3,684	$128K	0.0%	N/A	0.003%
5/7/2024	Advantage Trust Co	373,795	$13.02M	9.6%	+0.2%	0.308%
5/7/2024	Oppenheimer & Co. Inc.	65,447	$2.28M	0.0%	+30.4%	0.054%
5/6/2024	Envestnet Portfolio Solutions Inc.	53,981	$1.88M	0.0%	+75.1%	0.044%
5/6/2024	VitalStone Financial LLC	14,759	$514K	0.4%	+1,148.6%	0.012%
5/3/2024	Clarity Capital Partners LLC	7,344	$256K	0.2%	N/A	0.006%
5/3/2024	Avidian Wealth Solutions LLC	17,855	$622K	0.0%	+12.5%	0.015%
This Weight Loss Company Can't Make Enough Product (Ad) A tiny pharmaceutical company is getting overwhelmed by a massive demand for its new weight loss marvel. They recently reported over 25,000 Americans are starting their drug each week - a 4X increase since December! Get the name of the company and their stock ticker here >>>
5/3/2024	TFB Advisors LLC	10,663	$350K	0.1%	-4.6%	0.009%
5/2/2024	Mutual Advisors LLC	46,995	$1.64M	0.1%	+383.4%	0.039%
5/2/2024	FinTrust Capital Advisors LLC	9,594	$334K	0.1%	N/A	0.008%
5/1/2024	StoneX Group Inc.	175,861	$6.12M	0.7%	+29.2%	0.146%
5/1/2024	Janney Montgomery Scott LLC	269,868	$9.40M	0.0%	+10.7%	0.224%
5/1/2024	Concourse Financial Group Securities Inc.	199,197	$6.94M	0.4%	+558.0%	0.165%
4/30/2024	Private Advisor Group LLC	849,602	$29.58M	0.2%	+21.8%	0.704%
4/30/2024	J.W. Cole Advisors Inc.	148,392	$5.17M	0.3%	+16.7%	0.123%
4/30/2024	Astor Investment Management LLC	247,078	$8.60M	3.4%	N/A	0.205%
4/30/2024	Fortis Group Advisors LLC	38,590	$1.34M	0.2%	N/A	0.032%
4/30/2024	BlueChip Wealth Advisors LLC	58,583	$2.04M	1.3%	+8.2%	0.049%
4/30/2024	Arkadios Wealth Advisors	68,617	$2.39M	0.2%	+30.5%	0.057%
4/29/2024	Commonwealth Equity Services LLC	1,775,489	$61.82M	0.1%	+63.3%	1.471%
4/29/2024	Benjamin Edwards Inc.	925	$32K	0.0%	N/A	0.001%
4/29/2024	Benjamin F. Edwards & Company Inc.	191,010	$6.65M	0.1%	+52.2%	0.158%
4/29/2024	Horizon Advisory Services Inc.	809,790	$28.20M	13.1%	N/A	0.671%
4/26/2024	Trueblood Wealth Management LLC	59,888	$2.09M	1.2%	+7.1%	0.050%
4/26/2024	Cottonwood Capital Advisors LLC	11,955	$392K	0.3%	+5.4%	0.010%
4/26/2024	SFG Wealth Management LLC.	21,698	$756K	0.4%	+8.3%	0.018%
4/25/2024	Capital Investment Advisory Services LLC	91,355	$3.18M	0.3%	+96.5%	0.076%
4/25/2024	Triumph Capital Management	31,299	$1.08M	0.4%	N/A	0.026%
4/25/2024	L.M. Kohn & Company	12,916	$450K	0.1%	N/A	0.011%
4/25/2024	Eudaimonia Partners LLC	6,502	$226K	0.1%	N/A	0.005%
4/25/2024	Presidio Capital Management LLC	298,630	$10.40M	7.6%	N/A	0.252%
4/25/2024	Cambridge Investment Research Advisors Inc.	1,400,969	$48.78M	0.2%	+24.5%	1.184%
4/24/2024	Private Trust Co. NA	23,277	$811K	0.1%	+36.9%	0.020%
4/24/2024	Krilogy Financial LLC	10,410	$362K	0.0%	N/A	0.009%
4/24/2024	Pitti Group Wealth Management LLC	8,430	$283K	0.3%	+6.6%	0.007%
4/24/2024	Spire Wealth Management	724	$25K	0.0%	-99.1%	0.001%
4/24/2024	Capasso Planning Partners LLC	8,061	$281K	0.1%	N/A	0.007%
4/23/2024	Global Retirement Partners LLC	20,416	$711K	0.0%	+6.1%	0.017%
4/23/2024	Cherry Creek Investment Advisors Inc.	78,732	$2.74M	1.5%	+17.1%	0.067%
4/23/2024	Nations Financial Group Inc. IA ADV	16,950	$590K	0.0%	+64.1%	0.014%
4/23/2024	TrueWealth Advisors LLC	241,554	$8.41M	3.2%	-23.7%	0.204%
4/23/2024	TAP Consulting LLC	175,408	$6.11M	1.3%	+22.3%	0.148%
4/23/2024	Raymond James Financial Services Advisors Inc.	2,430,439	$84.63M	0.1%	+54.2%	2.054%
4/22/2024	Raymond James & Associates	3,307,225	$115.16M	0.1%	+28.2%	2.794%
4/22/2024	Accordant Advisory Group Inc	11,137	$388K	0.3%	N/A	0.009%
4/22/2024	Ashton Thomas Private Wealth LLC	42,536	$1.48M	0.1%	+108.1%	0.036%
4/19/2024	Marshall Financial Group LLC	36,660	$1.28M	0.4%	N/A	0.031%
4/19/2024	Accel Wealth Management	7,389	$257K	0.1%	+8.9%	0.006%
4/19/2024	PCG Wealth Advisors LLC	42,908	$1.49M	0.7%	-29.2%	0.036%
4/19/2024	Arvest Investments Inc.	164,253	$5.72M	0.9%	-3.5%	0.139%
4/18/2024	SeaCrest Wealth Management LLC	11,109	$387K	0.0%	N/A	0.009%
4/18/2024	Naviter Wealth LLC	102,975	$3.59M	0.6%	-15.9%	0.087%
4/18/2024	tru Independence LLC	29,021	$1.01M	0.3%	+9.9%	0.025%
4/17/2024	Founders Financial Securities LLC	8,155	$284K	0.0%	N/A	0.007%
4/16/2024	Pinnacle Bancorp Inc.	2,568	$89K	0.0%	+58.7%	0.002%
4/16/2024	Investment Partners LTD.	21,271	$741K	0.3%	+1.5%	0.018%
4/16/2024	RiverTree Advisors LLC	177,716	$6.19M	4.2%	+2.7%	0.151%
This Weight Loss Company Can't Make Enough Product (Ad) A tiny pharmaceutical company is getting overwhelmed by a massive demand for its new weight loss marvel. They recently reported over 25,000 Americans are starting their drug each week - a 4X increase since December! Get the name of the company and their stock ticker here >>>
4/16/2024	Wealth Enhancement Advisory Services LLC	518,530	$18.06M	0.0%	+10.3%	0.439%
4/15/2024	Wealthcare Advisory Partners LLC	136,108	$4.74M	0.2%	-4.5%	0.115%
4/15/2024	Key Client Fiduciary Advisors LLC	14,228	$495K	0.3%	+27.5%	0.012%
4/15/2024	Hobart Private Capital LLC	171,984	$5.99M	1.8%	+20.5%	0.146%
4/15/2024	Elevated Capital Advisors LLC	167,152	$5.82M	1.7%	+791.2%	0.142%
4/15/2024	Davis Investment Partners LLC	20,819	$697K	0.3%	N/A	0.018%
4/15/2024	Flagstar Advisors Inc.	74,326	$2.59M	0.7%	+19.6%	0.063%
4/15/2024	Kingswood Wealth Advisors LLC	15,407	$536K	0.1%	N/A	0.013%
4/13/2024	Quad Cities Investment Group LLC	10,557	$368K	0.2%	+29.2%	0.009%
4/12/2024	Global Assets Advisory LLC	549,672	$19.14M	0.1%	+3,359.7%	0.472%

(Data available from 1/1/2016 forward)

SDVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDVY shares?: During the previous two years, 243 institutional investors and hedge funds held shares of First Trust SMID Cap Rising Dividend Archievers ETF. The most heavily invested institutionals were LPL Financial LLC ($193.94M), Wells Fargo & Company MN ($146.74M), Raymond James & Associates ($115.16M), Raymond James Financial Services Advisors Inc. ($84.63M), Truist Financial Corp ($68.94M), Cetera Investment Advisers ($64.09M), and Commonwealth Equity Services LLC ($61.82M).Learn more on SDVY's institutional investors.
Which institutional investors have been buying First Trust SMID Cap Rising Dividend Archievers ETF stock?: Of the 231 institutional investors that purchased First Trust SMID Cap Rising Dividend Archievers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.72M), Wells Fargo & Company MN ($2.01M), Truist Financial Corp ($2.00M), Raymond James Financial Services Advisors Inc. ($1.60M), Commonwealth Equity Services LLC ($1.59M), Raymond James & Associates ($1.49M), and UBS Group AG ($1.24M).
How much institutional buying is happening at First Trust SMID Cap Rising Dividend Archievers ETF?: Institutional investors have bought a total of 34,726,709 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Which First Trust SMID Cap Rising Dividend Archievers ETF major shareholders have been selling company stock?: Of the 103 institutional investors that sold First Trust SMID Cap Rising Dividend Archievers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($494.58K), Commonwealth Equity Services LLC ($480.28K), LPL Financial LLC ($449.79K), Envestnet Asset Management Inc. ($353.24K), Crumly & Associates Inc. ($353.08K), Private Advisor Group LLC ($271.47K), and Cambridge Investment Research Advisors Inc. ($254.17K).
How much institutional selling is happening at First Trust SMID Cap Rising Dividend Archievers ETF?: Institutional investors have sold a total of 6,515,827 shares in the last 24 months. This volume of shares sold represents approximately $278.81M in transactions.