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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$32.51 -0.19 (-0.58%)
As of 04/30/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY)

Number of
Institutional Buyers
(last 12 months)
429
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$150.16M
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SDVY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Allworth Financial LP12,379$403K0.0%-4.4%0.005%
4/30/2025tru Independence LLC30,573$1.02M0.3%-1.5%0.013%
4/30/2025Moloney Securities Asset Management LLC9,969$334K0.0%+18.9%0.004%
4/30/2025Axxcess Wealth Management LLC19,830$664K0.0%-24.2%0.009%
4/30/2025Rehmann Capital Advisory Group107,921$3.62M0.2%+29.4%0.046%
4/30/2025Stratos Wealth Partners LTD.233,139$7.81M0.1%+31.1%0.100%
4/30/2025Stratos Wealth Advisors LLC215,525$7.22M0.4%+527.6%0.093%
4/30/2025Stratos Investment Management LLC34,421$1.15M0.1%N/A0.015%
4/30/2025Brown Advisory Inc.13,477$451K0.0%+92.4%0.006%
4/29/2025 U.S. Capital Wealth Advisors LLC33,452$1.12M0.0%-18.5%0.014%
4/29/2025 Envestnet Asset Management Inc.3,132,744$104.95M0.0%+5.3%1.346%
4/29/2025 Fairway Financial LLC52,860$1.77M1.6%+16.8%0.023%
4/29/2025 World Investment Advisors30,382$1.02M0.0%-1.5%0.013%
4/29/2025 Truist Financial Corp2,797,009$93.70M0.1%+6.4%1.201%
4/29/2025 Capital Investment Advisory Services LLC63,759$2.14M0.2%-4.5%0.027%
4/29/2025 Strategic Blueprint LLC8,637$289K0.0%N/A0.004%
4/29/2025 Brookstone Capital Management61,363$2.06M0.0%+50.9%0.026%
4/29/2025 Huntleigh Advisors Inc.58,027$1.94M0.4%+10.6%0.025%
4/29/2025 OneDigital Investment Advisors LLC48,463$1.62M0.0%+19.0%0.021%
4/29/2025 Silver Oak Securities Incorporated54,891$1.83M0.2%-0.6%0.024%
4/28/2025 D.A. Davidson & CO.654,562$21.93M0.2%+18.8%0.281%
4/28/2025 Mutual Advisors LLC78,181$2.54M0.1%+19.5%0.034%
4/28/2025 Clarity Capital Partners LLC81,013$2.71M1.1%+2.3%0.035%
4/28/2025 First Horizon Advisors Inc.306,395$10.26M0.3%+11.2%0.132%
4/28/2025 Strategic Financial Concepts LLC21,045$705K0.1%+18.4%0.009%
4/28/2025 Private Trust Co. NA39,359$1.32M0.1%-2.4%0.017%
4/28/2025 Arbor Capital Management Inc. ADV10,198$345K0.3%+3.9%0.004%
4/28/2025 LFA Lugano Financial Advisors SA191,256$6.41M4.4%+0.6%0.082%
4/28/2025 DAVENPORT & Co LLC22,612$758K0.0%-15.7%0.010%
4/28/2025 Clear Creek Financial Management LLC27,833$932K0.1%+143.7%0.012%
4/25/2025 Keystone Financial Services LLC18,376$616K0.5%+14.9%0.008%
4/25/2025 Koshinski Asset Management Inc.46,670$1.56M0.1%-2.9%0.020%
4/25/2025 Altus Wealth Group LLC35,292$1.18M0.6%+5.8%0.015%
4/25/2025 Valley National Advisers Inc.58,337$1.95M0.4%+8.0%0.025%
4/25/2025 Ameritas Advisory Services LLC40,777$1.43M0.1%+8.7%0.018%
4/25/2025 Albion Financial Group UT8,250$276K0.0%N/A0.004%
4/25/2025 Waterfront Wealth Inc.8,245$276K0.1%+16.5%0.004%
4/25/2025 Naviter Wealth LLC142,099$4.77M0.6%+7.8%0.061%
4/25/2025 Sovran Advisors LLC8,015$251K0.0%-24.0%0.003%
4/24/2025 Barnes Pettey Financial Advisors LLC10,431$349K0.3%+5.3%0.004%
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4/24/2025 Golden State Wealth Management LLC294,671$9.87M1.5%+18.2%0.127%
4/24/2025 Elevated Capital Advisors LLC22,530$755K0.2%-6.8%0.010%
4/24/2025 Money Concepts Capital Corp29,118$975K0.1%+8.4%0.013%
4/24/2025 Beacon Financial Advisory LLC42,096$1.41M0.4%+62.5%0.018%
4/23/2025 KPP Advisory Services LLC82,145$2.75M0.5%+15.7%0.035%
4/23/2025 Creative Financial Designs Inc. ADV99,912$3.35M0.3%+48.0%0.043%
4/23/2025 HBK Sorce Advisory LLC6,082$204K0.0%N/A0.003%
4/23/2025 Spire Wealth Management83,012$2.78M0.1%+1.0%0.036%
4/23/2025 Daymark Wealth Partners LLC377,680$12.65M0.5%-6.0%0.162%
4/23/2025 Golden State Equity Partners129,077$4.32M0.9%+24.9%0.056%
4/23/2025 Global Assets Advisory LLC45,146$1.43M0.3%+200.0%0.019%
4/23/2025 Econ Financial Services Corp102,189$3.42M1.8%+421.0%0.044%
4/23/2025 International Assets Investment Management LLC48,945$1.64M0.0%+4.2%0.021%
4/23/2025 Balboa Wealth Partners9,340$313K0.1%-18.6%0.004%
4/23/2025 AIFG Consultants Ltd.92,548$3.10M5.1%-4.4%0.040%
4/23/2025 IMG Wealth Management Inc.106,147$3.56M3.2%+2.8%0.046%
4/23/2025 AssuredPartners Investment Advisors LLC111,804$3.75M0.7%+9.2%0.048%
4/23/2025 Walkner Condon Financial Advisors LLC47,033$1.58M0.3%+14.6%0.020%
4/23/2025 Oppenheimer & Co. Inc.169,354$5.67M0.1%+6.7%0.073%
4/23/2025 Team Financial Group LLC14,198$476K0.3%-71.3%0.006%
4/23/2025 Continuum Advisory LLC73,414$2.46M0.3%+1.2%0.032%
4/22/2025 Consolidated Planning Corp9,442$316K0.0%+17.6%0.004%
4/22/2025 Stiles Financial Services Inc14,991$502K0.2%+3.6%0.006%
4/22/2025 Pursue Wealth Partners LLC14,699$492K0.3%-31.2%0.006%
4/22/2025 Flagship Harbor Advisors LLC35,394$1.19M0.1%+10.3%0.015%
4/22/2025 Cambridge Investment Research Advisors Inc.2,253,098$75.48M0.3%+5.6%0.969%
4/22/2025 Crumly & Associates Inc.276,583$9.27M2.6%+18.2%0.119%
4/22/2025 Breakthru Advisory Services LLC216,531$7.25M11.2%-1.7%0.093%
4/22/2025 Cherry Creek Investment Advisors Inc.62,204$2.08M1.1%-31.9%0.027%
4/22/2025 Ergawealth Advisors Inc.297,475$9.97M4.9%-1.4%0.128%
4/22/2025 LVZ Inc.2,666,766$89.34M11.7%-2.2%1.147%
4/22/2025 MinichMacGregor Wealth Management LLC16,704$560K0.1%-54.5%0.007%
4/22/2025 Brendel Financial Advisors LLC17,232$577K0.4%N/A0.007%
4/22/2025 Lighthouse Wealth Management Inc.26,124$875K0.8%+1.5%0.011%
4/22/2025 Woodmont Investment Counsel LLC16,180$542K0.0%+19.8%0.007%
4/22/2025 World Equity Group Inc.134,511$4.51M1.3%+11.1%0.058%
4/22/2025 Cottage Street Advisors LLC20,430$684K0.3%+5.3%0.009%
4/21/2025 L.M. Kohn & Company9,723$326K0.1%+15.6%0.004%
4/21/2025 ORG Partners LLC4,550$153K0.0%-24.8%0.002%
4/21/2025 Provident Wealth Management LLC137,902$4.62M1.6%+4.8%0.059%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,871$296K0.0%+14.7%0.004%
4/21/2025 United Advisor Group LLC46,251$1.55M0.3%+6.6%0.020%
4/21/2025 Envestnet Portfolio Solutions Inc.106,418$3.57M0.0%+71.4%0.046%
4/21/2025 Centennial Wealth Advisory LLC9,057$303K0.1%N/A0.004%
4/21/2025 PSI Advisors LLC208,535$6.99M2.3%+5.8%0.090%
4/21/2025 LifeWealth Investments LLC27,008$905K0.4%N/A0.012%
4/21/2025 Kingswood Wealth Advisors LLC38,695$1.30M0.0%+19.0%0.017%
4/18/2025 Lion Street Advisors LLC15,154$508K0.2%-36.3%0.007%
4/18/2025 Cornerstone Wealth Management LLC41,902$1.40M0.1%+12.1%0.018%
4/18/2025 DHJJ Financial Advisors Ltd.22,750$762K0.3%+58.2%0.010%
Virtually Limitless Energy? (Ad)

A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts. This obscure company could be at the center of the next trillion-dollar energy revolution.

One company’s discovery could change power forever
4/18/2025 Prosperity Wealth Management Inc.8,797$295K0.1%-13.9%0.004%
4/18/2025 San Luis Wealth Advisors LLC182,774$6.12M1.3%-8.1%0.079%
4/18/2025 Insigneo Advisory Services LLC22,997$770K0.1%+14.5%0.010%
4/18/2025 Wagner Wealth Management LLC437,601$14.66M3.7%+11.6%0.188%
4/17/2025 Grove Bank & Trust6,260$210K0.0%+723.7%0.003%
4/17/2025 Mason & Associates Inc75,242$2.52M0.6%+2.4%0.032%
4/17/2025 Precedent Wealth Partners LLC200,256$6.71M1.9%+68.8%0.086%
4/17/2025 Janney Montgomery Scott LLC764,411$25.61M0.1%+7.2%0.329%
4/17/2025 RiverTree Advisors LLC102,529$3.44M2.3%-35.5%0.044%
4/17/2025 Good Life Advisors LLC598,914$20.06M1.4%+5.5%0.258%
(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, 494 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 ($786.40M), Wells Fargo & Company MN ($456.45M), Raymond James Financial Inc. ($381.30M), Bank of America Corp DE ($254.50M), Royal Bank of Canada ($200.73M), Raymond James & Associates ($154.06M), and Capital Investment Advisors LLC ($125.01M).Learn more on SDVY's institutional investors.

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

Of the 468 institutional investors that purchased First Trust SMID Cap Rising Dividend Achievers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($10.64M), LPL Financial LLC ($10.31M), Wells Fargo & Company MN ($4.18M), Capital Investment Advisors LLC ($3.72M), Park National Corp OH ($3.10M), Commonwealth Equity Services LLC ($2.42M), and Raymond James & Associates ($2.25M).

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

Institutional investors have bought a total of 92,369,534 shares in the last 24 months. This purchase volume represents approximately $3.22B in transactions.

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

Of the 176 institutional investors that sold First Trust SMID Cap Rising Dividend Achievers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GUNN & Co INVESTMENT MANAGEMENT INC. ($861.79K), Horizon Advisory Services Inc. ($774.31K), LPL Financial LLC ($449.79K), Commonwealth Equity Services LLC ($303.49K), Presidio Capital Management LLC ($253.11K), Mach 1 Financial Group LLC ($222.57K), and Regal Investment Advisors LLC ($173.53K).

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

Institutional investors have sold a total of 7,126,379 shares in the last 24 months. This volume of shares sold represents approximately $252.32M in transactions.



This page (NASDAQ:SDVY) was last updated on 5/1/2025 by MarketBeat.com Staff
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