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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$38.02 +0.05 (+0.13%)
Closing price 10/3/2025 04:00 PM Eastern
Extended Trading
$38.02 -0.01 (-0.01%)
As of 10/3/2025 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)
462
Total
Institutional Inflows
(last 12 months)
$2.36B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$364.37M
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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
10/2/2025 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%
8/29/2025Evolution Wealth Management Inc.1,528$54K0.1%N/A0.001%
8/26/2025Claris Financial LLC20,967$740K0.6%+40.4%0.009%
8/20/2025Forefront Wealth Partners LLC77,575$2.78M1.9%-0.9%0.033%
8/20/2025Coppell Advisory Solutions LLC7,208$255K0.0%+9.1%0.003%
8/19/2025Advisory Services Network LLC12,680$457K0.0%+7.1%0.005%
8/18/2025Tyler Stone Wealth Management41,034$1.45M0.2%+7.4%0.018%
8/18/2025N.E.W. Advisory Services LLC48,337$1.71M0.2%-88.6%0.021%
8/18/2025Geneos Wealth Management Inc.32,567$1.15M0.0%+120.9%0.014%
8/15/2025First Heartland Consultants Inc.293,020$10.34M0.9%+2.5%0.126%
8/15/2025Puff Wealth Management LLC6,867$242K0.1%-9.2%0.003%
8/15/2025Equitable Holdings Inc.508,235$17.93M0.1%+15.7%0.219%
8/15/2025FSB Premier Wealth Management Inc.109,078$3.85M1.4%-6.3%0.047%
8/15/2025Blue Chip Partners LLC540,503$19.07M1.6%+45.0%0.233%
8/15/2025Keel Point LLC50,070$1.77M0.1%-6.8%0.022%
8/15/2025Visionary Wealth Advisors237,853$8.39M0.4%-3.4%0.103%
8/15/2025Snowden Capital Advisors LLC25,853$912K0.0%+8.7%0.011%
8/15/2025Orion Porfolio Solutions LLC45,903$1.64M0.0%+26.8%0.020%
8/15/2025MML Investors Services LLC1,614,179$56.95M0.2%+5.1%0.696%
8/15/2025Modern Wealth Management LLC20,231$714K0.0%+21.5%0.009%
8/15/2025Great Valley Advisor Group Inc.25,561$902K0.0%-11.5%0.011%
8/15/2025Gallagher Fiduciary Advisors LLC207,117$7.31M0.0%+3.0%0.089%
8/15/2025EP Wealth Advisors LLC17,242$608K0.0%N/A0.007%
8/15/2025Benjamin Edwards Inc.306,485$10.81M0.1%+22.0%0.132%
8/15/2025Bank of America Corp DE7,368,266$259.95M0.0%-5.8%3.178%
8/14/2025Jane Street Group LLC27,281$962K0.0%N/A0.012%
8/14/2025Raymond James Financial Inc.12,018,669$424.02M0.1%-3.8%5.184%
8/14/2025Darwin Wealth Management LLC82,114$2.90M1.0%N/A0.035%
8/14/2025Keystone Financial Services LLC19,132$675K0.5%+4.1%0.008%
8/14/2025Betterment LLC38,894$1.37M0.0%+52.5%0.017%
8/14/2025Objective Capital Management LLC15,182$536K0.6%+21.0%0.007%
8/14/2025Main Street Financial Solutions LLC29,472$1.04M0.1%+32.4%0.013%
8/14/2025FWL Investment Management LLC1,623$57K0.0%-35.9%0.001%
8/14/2025NewEdge Advisors LLC953,881$33.65M0.2%-35.6%0.411%
8/14/2025Integrated Investment Consultants LLC6,033$213K0.0%N/A0.003%
8/14/2025Stonehaven Wealth & Tax Solutions LLC169,391$5.98M5.8%+2.8%0.073%
8/14/2025Qube Research & Technologies Ltd368,711$13.01M0.0%+189.9%0.159%
8/14/2025Acorn Wealth Advisors LLC5,831$206K0.1%N/A0.003%
8/14/2025Cerity Partners LLC53,757$1.90M0.0%N/A0.023%
8/13/2025Per Stirling Capital Management LLC.18,666$659K0.1%-91.4%0.008%
8/13/2025StoneX Group Inc.587,932$20.74M1.0%-6.8%0.254%
8/13/2025Cresset Asset Management LLC39,840$1.41M0.0%-5.7%0.017%
8/13/2025Gateway Wealth Partners LLC117,647$4.15M0.8%+10.2%0.051%
8/13/2025Brown Advisory Inc.14,098$497K0.0%+4.6%0.006%
8/13/2025Baird Financial Group Inc.1,306,468$46.09M0.1%-12.9%0.563%
8/13/2025First Trust Advisors LP586,154$20.69M0.0%-15.5%0.253%
8/13/2025Elios Financial Group Inc.102,815$3.63M1.6%+0.7%0.044%
8/13/2025Twin Peaks Wealth Advisors LLC4,239$158K0.1%N/A0.002%
8/13/2025WCG Wealth Advisors LLC135,445$4.78M0.3%+9.6%0.058%
8/13/2025Smith Moore & CO.22,986$811K0.1%+7.1%0.010%
8/13/2025VestGen Advisors LLC247,589$8.74M0.3%+20.7%0.107%
8/13/2025Pursue Wealth Partners LLC30,319$1.07M0.6%+106.3%0.013%
8/13/2025Laidlaw Wealth Management LLC23,603$833K2.4%-11.2%0.010%
8/13/2025Level Four Advisory Services LLC19,276$680K0.0%-14.8%0.008%
8/13/2025Northwestern Mutual Wealth Management Co.1,939,333$68.42M0.0%+29.9%0.836%
8/13/2025Maia Wealth LLC129,580$4.57M0.9%+9.5%0.056%
8/12/2025Richmond Investment Services LLC560,714$19.78M4.2%+103.2%0.242%
8/12/2025J.W. Cole Advisors Inc.297,205$10.49M0.2%+2.7%0.128%
8/12/2025Financial Advocates Investment Management92,965$3.28M0.3%-41.2%0.040%
8/12/2025Steward Partners Investment Advisory LLC502,386$17.72M0.1%-16.3%0.217%
8/12/2025CreativeOne Wealth LLC38,931$1.37M0.0%-1.8%0.017%
8/12/2025Global Retirement Partners LLC97,649$3.45M0.1%N/A0.042%
8/12/2025Titleist Asset Management LLC92,724$3.27M0.3%+4.2%0.040%
8/12/2025Barnes Pettey Financial Advisors LLC11,301$399K0.3%+8.3%0.005%
8/12/2025Quantum Private Wealth LLC8,806$311K0.1%-10.1%0.004%
8/12/2025Entruity Wealth LLC83,736$2.95M2.5%+11.9%0.036%
8/12/2025Northeast Planning Associates INC. NH59,001$2.08M1.9%+1.2%0.025%
8/12/2025Cozad Asset Management Inc.92,943$3.28M0.3%+9.3%0.040%
8/12/2025Archer Investment Corp1,474$52K0.0%N/A0.001%
8/12/2025MAI Capital Management70,887$2.50M0.0%+6.3%0.031%
8/12/2025JPMorgan Chase & Co.101,325$3.58M0.0%-18.9%0.044%
8/12/2025Wisconsin Wealth Advisors LLC115,133$4.06M4.7%+10.7%0.050%
8/12/2025Winnow Wealth LLC1,200$42K0.0%N/A0.001%
8/12/2025PKS Advisory Services LLC42,936$1.52M0.4%+1.7%0.019%
8/11/2025TD Waterhouse Canada Inc.21,484$772K0.0%+8.9%0.009%
8/11/2025Anderson Financial Strategies LLC90,145$3.18M2.0%-1.5%0.039%
8/11/2025Purus Wealth Management LLC52,207$1.84M0.6%+0.5%0.023%
8/11/2025United Advisor Group LLC47,779$1.69M0.3%+3.3%0.021%
8/11/2025Root Financial Partners LLC36,937$1.30M0.1%-5.6%0.016%
8/11/2025Rothschild Investment LLC12,425$438K0.0%+34.7%0.005%
8/8/2025Rockefeller Capital Management L.P.558,478$19.70M0.0%+5.7%0.241%
8/8/2025Kingsview Wealth Management LLC108,990$3.85M0.1%-1.5%0.047%
8/8/2025Collaborative Wealth Managment Inc.35,437$1.25M0.5%+3.7%0.015%
8/8/2025Avantax Advisory Services Inc.701,789$24.76M0.1%+3.5%0.303%
8/8/2025Thoroughbred Financial Services LLC30,663$1.08M0.1%+118.6%0.013%
8/8/2025Cetera Investment Advisers5,276,231$186.15M0.3%+5.5%2.276%
8/8/2025Creative Planning9,390$331K0.0%+31.9%0.004%
8/8/2025Meridian Wealth Management LLC118,009$4.16M0.2%+3.6%0.051%
8/8/2025Foundations Investment Advisors LLC181,321$6.40M0.1%-2.1%0.078%
8/8/2025Good Life Advisors LLC721,425$25.45M1.6%+20.5%0.311%
8/8/2025Comprehensive Financial Planning Inc. PA11,086$391K0.3%+4.8%0.005%
8/7/2025Montag A & Associates Inc.6,184$218K0.0%+67.9%0.003%
8/7/2025Allworth Financial LP14,424$509K0.0%+16.5%0.006%
8/7/2025Pinnacle Wealth Management Advisory Group LLC114,297$4.03M0.3%+27.9%0.049%
8/7/2025LFA Lugano Financial Advisors SA126,939$4.48M2.7%-33.6%0.055%
8/6/2025Prospera Financial Services Inc834,088$29.44M0.5%+3.7%0.360%
8/6/2025AE Wealth Management LLC20,969$740K0.0%-53.3%0.009%
(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, 536 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 Raymond James & Associates ($154.06M).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 511 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), Cetera Investment Advisers ($3.97M), Capital Investment Advisors LLC ($3.96M), Park National Corp OH ($3.41M), and Harbour Investments Inc. ($2.73M).

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

Institutional investors have bought a total of 66,753,316 shares in the last 24 months. This purchase volume represents approximately $2.36B in transactions.

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

Of the 189 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: GUNN & Co INVESTMENT MANAGEMENT INC. ($861.79K), 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), and Csenge Advisory Group ($468.31K).

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

Institutional investors have sold a total of 10,356,482 shares in the last 24 months. This volume of shares sold represents approximately $364.37M in transactions.


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This page (NASDAQ:SDVY) was last updated on 10/5/2025 by MarketBeat.com Staff
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