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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$37.85 +0.22 (+0.58%)
Closing price 10/24/2025 03:59 PM Eastern
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$37.85 0.00 (0.00%)
As of 10/24/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY)

Number of
Institutional Buyers
(last 12 months)
457
Total
Institutional Inflows
(last 12 months)
$2.33B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$345.62M
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Skip Chart & View Institutional Buying and Selling Data

SDVY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025Columbia Advisory Partners LLC19,156$728K0.5%+3.9%0.008%
10/24/2025Pinnacle Bancorp Inc.6,978$265K0.1%+43.9%0.003%
10/24/2025MGO One Seven LLC42,768$1.63M0.0%-19.0%0.018%
10/24/2025Fairway Financial LLC60,828$2.31M1.8%+5.8%0.025%
10/24/2025Purus Wealth Management LLC52,491$2.00M0.6%+0.5%0.022%
10/24/2025Hidden Cove Wealth Management LLC7,431$283K0.2%N/A0.003%
10/24/2025Trueblood Wealth Management LLC93,044$3.54M1.4%+2.7%0.039%
10/23/2025 Capital Investment Advisors LLC4,170,826$158.57M2.6%+5.0%1.746%
10/23/2025 Kingswood Wealth Advisors LLC40,974$1.56M0.1%+6.0%0.017%
10/23/2025 Benjamin Edwards Inc.320,236$12.18M0.1%+4.5%0.134%
10/23/2025 Ethos Financial Group LLC5,535$210K0.0%N/A0.002%
10/23/2025 Spire Wealth Management84,746$3.22M0.1%+2.9%0.035%
10/23/2025 CX Institutional128,352$4.88M0.1%-0.3%0.054%
10/23/2025 Strategic Blueprint LLC16,583$630K0.0%+57.2%0.007%
10/23/2025 Park Avenue Securities LLC10,204$388K0.0%+35.1%0.004%
10/22/2025 Barry Investment Advisors LLC21,457$816K0.2%+5.3%0.009%
10/22/2025 Gladstone Institutional Advisory LLC157,044$5.97M0.2%-1.9%0.066%
10/22/2025 Geneos Wealth Management Inc.34,609$1.32M0.0%+6.3%0.014%
10/22/2025 Capital Advantage Inc.54,956$2.09M0.3%+24.2%0.023%
10/22/2025 D.A. Davidson & CO.669,617$25.46M0.2%+4.0%0.280%
10/22/2025 City Holding Co.41,580$1.58M0.2%+3.2%0.017%
10/22/2025 Daymark Wealth Partners LLC217,359$8.26M0.3%+9.9%0.091%
10/22/2025 GoalVest Advisory LLC669$25K0.0%N/A0.000%
10/22/2025 Centennial Wealth Advisory LLC20,314$772K0.2%+28.1%0.009%
10/22/2025 Commonwealth Equity Services LLC3,384,431$128.67M0.2%+17.1%1.417%
10/21/2025 Global Retirement Partners LLC110,360$4.20M0.1%+13.0%0.046%
10/21/2025 Commonwealth Financial Services LLC47,048$1.79M0.3%+73.7%0.020%
10/21/2025 Altus Wealth Group LLC36,275$1.38M0.6%+2.2%0.015%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,462$436K0.0%-83.5%0.005%
10/21/2025 Summit Wealth Partners LLC16,999$646K0.1%-10.6%0.007%
10/21/2025 Econ Financial Services Corp142,535$5.42M2.7%+8.6%0.060%
10/21/2025 Wagner Wealth Management LLC466,018$17.72M4.1%+2.1%0.196%
10/21/2025 Silver Oak Securities Incorporated87,799$3.34M0.2%+54.8%0.037%
10/21/2025 Golden State Equity Partners118,731$4.51M0.8%-7.1%0.050%
10/20/2025 Pinnacle Wealth Management Advisory Group LLC161,572$6.14M0.5%+41.4%0.068%
10/20/2025 Davis Investment Partners LLC14,713$558K0.2%-11.5%0.006%
10/20/2025 DHJJ Financial Advisors Ltd.20,570$782K0.3%+18.6%0.009%
10/20/2025 Chris Bulman Inc92,083$3.50M1.8%+53.7%0.039%
10/20/2025 OMNI 360 Wealth Inc.5,823$221K0.1%N/A0.002%
10/20/2025 Lighthouse Wealth Management Inc.21,582$821K0.7%-12.9%0.009%
10/20/2025 Forefront Wealth Partners LLC76,343$2.90M0.7%-1.6%0.032%
10/20/2025 Baron Wealth Management LLC96,835$3.68M1.2%+6.8%0.041%
10/20/2025 Ergawealth Advisors Inc.188,349$7.16M3.3%-30.7%0.079%
10/20/2025 Continuum Advisory LLC90,018$3.42M0.4%+9.4%0.038%
10/20/2025 LifeWealth Investments LLC35,459$1.35M0.4%+2.1%0.015%
10/17/2025 Financial Partners Group Inc9,648$367K0.0%N/A0.004%
10/17/2025 Valley National Advisers Inc.58,799$2.24M0.3%+0.5%0.025%
10/17/2025 Kaydan Wealth Management Inc.13,463$512K0.1%+9.9%0.006%
10/17/2025 Perigon Wealth Management LLC15,675$596K0.0%+51.4%0.007%
10/17/2025 Apollon Wealth Management LLC109,059$4.15M0.1%-16.3%0.046%
10/16/2025 Provident Wealth Management LLC139,836$5.32M1.6%+1.1%0.059%
10/16/2025 Darwin Wealth Management LLC79,359$3.02M1.0%-3.4%0.033%
10/16/2025 HBW Advisory Services LLC51,867$1.97M0.2%N/A0.022%
10/16/2025 Ellsworth Advisors LLC26,128$980K0.2%+22.9%0.011%
10/16/2025 Randall & Associates Wealth Management172,170$6.55M4.8%-18.8%0.072%
10/16/2025 Quad Cities Investment Group LLC10,786$410K0.2%-5.9%0.005%
10/16/2025 Whitaker Myers Wealth Managers LTD.17,629$670K0.1%+38.5%0.007%
10/15/2025 TrueWealth Advisors LLC263,969$10.04M2.7%+0.3%0.111%
10/15/2025 CWM LLC417,627$15.88M0.0%+16.7%0.176%
10/15/2025 Secured Retirement Advisors LLC43,203$1.64M0.9%-4.7%0.018%
10/15/2025 Independent Wealth Network Inc.20,273$771K0.2%+2.1%0.009%
10/15/2025 Horizon Advisory Services Inc.24,155$918K0.5%+7.5%0.010%
10/15/2025 Ballew Advisors Inc30,389$1.14M0.6%+7.3%0.013%
10/15/2025 Brookstone Capital Management81,076$3.08M0.0%+23.7%0.034%
10/15/2025 Private Trust Co. NA34,188$1.30M0.1%-1.6%0.014%
10/15/2025 Southland Equity Partners LLC198,158$7.53M1.5%-4.3%0.083%
10/15/2025 Founders Financial Securities LLC19,939$758K0.1%+1.7%0.008%
10/15/2025 Manchester Financial Inc.5,703$217K0.0%N/A0.002%
10/15/2025 DAVENPORT & Co LLC26,417$1.00M0.0%+5.0%0.011%
10/14/2025 Key Client Fiduciary Advisors LLC156,691$5.96M2.0%+1.1%0.066%
10/14/2025 Farther Finance Advisors LLC41,064$1.56M0.0%+41.8%0.017%
10/14/2025 AIFG Consultants Ltd.44,604$1.70M3.0%-8.0%0.019%
10/14/2025 Precedent Wealth Partners LLC244,732$9.31M2.0%+14.3%0.103%
10/14/2025 Arvest Investments Inc.238,068$9.05M1.3%-10.0%0.100%
10/10/2025 Fairvoy Private Wealth LLC294,652$11.20M2.6%+26.0%0.124%
10/10/2025 Focus Financial Network Inc.377,204$14.34M0.5%-5.6%0.159%
10/10/2025 KMG Fiduciary Partners LLC113,302$4.31M0.3%+1.5%0.048%
10/9/2025 AdvisorNet Financial Inc35,452$1.35M0.1%+28.5%0.015%
10/9/2025 Lifestyle Asset Management Inc.359,753$13.68M4.7%+11.0%0.152%
10/9/2025 Princeton Global Asset Management LLC951$36K0.0%N/A0.000%
10/9/2025 Breakthru Advisory Services LLC5,806$221K0.1%-97.3%0.002%
10/9/2025 Redhawk Wealth Advisors Inc.26,662$1.01M0.1%-5.6%0.011%
10/9/2025 Dynamic Advisor Solutions LLC119,829$4.56M0.1%+1.7%0.051%
10/8/2025 Genesis Private Wealth LLC75,087$2.86M1.2%+2.7%0.032%
10/8/2025 Marshall Financial Group LLC71,940$2.74M0.5%+2.5%0.030%
10/8/2025 Accel Wealth Management39,031$1.48M0.4%+198.8%0.017%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.5,168$196K0.4%-92.2%0.002%
10/7/2025 Salem Investment Counselors Inc.5,836$222K0.0%+10.1%0.002%
10/7/2025 Nova Wealth Management Inc.3,028$115K0.1%-75.5%0.001%
10/7/2025 Team Financial Group LLC9,357$356K0.2%-8.6%0.004%
10/6/2025 Wisconsin Wealth Advisors LLC114,599$4.36M4.1%-0.5%0.049%
10/6/2025 AssuredPartners Investment Advisors LLC20,807$791K0.2%N/A0.009%
10/2/2025 Central Pacific Bank Trust Division72,800$2.77M0.3%+3.6%0.031%
10/1/2025 Park National Corp OH3,412,175$129.73M4.1%+1.1%1.472%
10/1/2025 Hobart Private Capital LLC170,567$6.49M1.4%-1.2%0.074%
9/4/2025Osaic Holdings Inc.2,744,843$96.85M0.2%+11.2%1.184%
8/29/2025 Evolution Wealth Management Inc.1,528$54K0.1%N/A0.001%
8/26/2025Claris Financial LLC20,967$740K0.6%+40.4%0.009%
8/20/2025 Forefront Wealth Partners LLC77,575$2.78M1.9%-0.9%0.033%
8/20/2025Coppell Advisory Solutions LLC7,208$255K0.0%+9.1%0.003%
(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, 544 institutional investors and hedge funds held shares of First Trust SMID Cap Rising Dividend Achievers ETF. The most heavily invested institutionals were LPL Financial LLC ($783.03M), Wells Fargo & Company MN ($456.45M), Raymond James Financial Inc. ($424.02M), Bank of America Corp DE ($259.95M), Royal Bank of Canada ($197.44M), Cetera Investment Advisers ($186.15M), and Capital Investment Advisors LLC ($158.57M).Learn more on First Trust SMID Cap Rising Dividend Achievers ETF's institutional investors.

Which institutional investors have been buying First Trust SMID Cap Rising Dividend Achievers ETF's stock?

Of the 516 institutional investors that purchased First Trust SMID Cap Rising Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($12.50M), LPL Financial LLC ($11.06M), Wells Fargo & Company MN ($4.18M), Capital Investment Advisors LLC ($4.16M), Cetera Investment Advisers ($3.97M), Park National Corp OH ($3.41M), and Commonwealth Equity Services LLC ($3.00M).

How much institutional buying is happening at First Trust SMID Cap Rising Dividend Achievers ETF?

Institutional investors have bought a total of 65,652,883 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.

Which of First Trust SMID Cap Rising Dividend Achievers ETF's major shareholders have been selling company stock?

Of the 193 institutional investors that sold First Trust SMID Cap Rising Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Advisory Services Inc. ($748.41K), Steward Partners Investment Advisory LLC ($578.51K), NewEdge Advisors LLC ($527.30K), Advance Capital Management Inc. ($494.07K), Raymond James Financial Inc. ($477.62K), Csenge Advisory Group ($468.31K), and Bank of America Corp DE ($454.05K).

How much institutional selling is happening at First Trust SMID Cap Rising Dividend Achievers ETF?

Institutional investors have sold a total of 9,814,654 shares in the last 24 months. This volume of shares sold represents approximately $345.62M in transactions.


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This page (NASDAQ:SDVY) was last updated on 10/25/2025 by MarketBeat.com Staff
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