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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$36.42 +0.19 (+0.51%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value 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)
434
Total
Institutional Inflows
(last 12 months)
$2.58B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$181.79M
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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
7/3/2025 Arvest Investments Inc.264,590$9.34M1.4%+26.8%0.114%
7/3/2025 TrueWealth Advisors LLC263,145$9.28M2.7%+0.5%0.113%
7/2/2025 Crumly & Associates Inc.387,258$13.66M3.3%+40.0%0.167%
7/2/2025 Central Pacific Bank Trust Division70,270$2.48M0.3%-11.1%0.030%
7/1/2025 Park National Corp OH3,376,574$119.13M3.9%+9.0%1.453%
6/4/2025 First Hawaiian Bank86,879$2.91M0.1%-5.7%0.037%
6/2/2025Modern Wealth Management LLC16,651$558K0.0%+11.2%0.007%
5/28/2025Anderson Financial Strategies LLC91,539$3.07M1.9%+109.2%0.039%
5/28/2025Ellsworth Advisors LLC16,919$567K0.1%+38.0%0.007%
5/27/2025Jacobi Capital Management LLC31,925$1.07M0.1%+286.6%0.014%
5/21/2025Geneos Wealth Management Inc.14,743$494K0.0%+28.2%0.006%
5/20/2025Belpointe Asset Management LLC27,044$906K0.0%-7.1%0.012%
5/20/2025Focus Partners Wealth43,712$1.46M0.0%+41.2%0.019%
5/20/2025Integrity Alliance LLC.15,971$535K0.0%N/A0.007%
5/16/2025Prostatis Group LLC96,200$3.22M1.0%-12.7%0.041%
5/16/2025Faithward Advisors LLC7,732$259K0.0%-6.4%0.003%
5/16/2025Coppell Advisory Solutions LLC6,608$216K0.0%+16.6%0.003%
5/16/2025Signature Estate & Investment Advisors LLC14,276$478K0.0%N/A0.006%
5/16/2025Ashton Thomas Private Wealth LLC93,965$3.15M0.1%+61.5%0.040%
5/16/2025Laidlaw Wealth Management LLC26,576$890K2.6%-50.3%0.011%
5/16/2025Aprio Wealth Management LLC215,248$7.21M0.9%+6.9%0.093%
5/15/2025Capital Investment Counsel LLC208,936$7.00M1.2%-1.5%0.090%
5/15/2025Royal Bank of Canada5,893,579$197.44M0.0%+5.3%2.535%
5/15/2025Betterment LLC25,500$854K0.0%+32.8%0.011%
5/15/2025MAI Capital Management66,681$2.23M0.0%+38.8%0.029%
5/15/2025Calton & Associates Inc.12,750$427K0.1%+101.1%0.005%
5/15/2025Spectrum Wealth Advisory Group LLC119,924$4.02M1.9%+374.8%0.052%
5/15/2025Titleist Asset Management LLC89,004$2.98M0.3%+6.8%0.038%
5/15/2025Baird Financial Group Inc.1,499,626$50.24M0.1%+18.2%0.645%
5/15/2025WPG Advisers LLC50,773$1.70M1.6%N/A0.022%
5/15/2025TD Capital Management LLC4,614$155K0.0%-8.3%0.002%
5/15/2025Trexquant Investment LP6,471$217K0.0%N/A0.003%
5/14/2025CreativeOne Wealth LLC39,659$1.33M0.0%-9.2%0.017%
5/14/2025Per Stirling Capital Management LLC.216,735$7.26M1.0%+84.9%0.093%
5/14/2025PKS Advisory Services LLC42,206$1.41M0.4%+12.0%0.018%
5/14/2025WCG Wealth Advisors LLC123,579$4.14M0.3%+775.6%0.053%
5/14/2025Comerica Bank99,152$3.32M0.0%+9.1%0.043%
5/14/2025Northwestern Mutual Wealth Management Co.1,493,516$50.03M0.0%+38.5%0.643%
5/14/2025Kestra Advisory Services LLC1,269,114$42.52M0.2%+19.2%0.546%
5/14/2025Purus Wealth Management LLC51,922$1.74M0.7%+0.7%0.022%
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5/14/2025GDS Wealth Management190,277$6.37M0.5%-53.0%0.082%
5/14/2025Capital Analysts LLC28,647$960K0.0%+49.3%0.012%
5/14/2025Laraway Financial Advisors Inc10,474$351K0.3%+53.7%0.005%
5/13/2025Aptus Capital Advisors LLC406,520$13.62M0.1%+8.4%0.175%
5/13/2025Steward Partners Investment Advisory LLC600,229$20.11M0.2%-44.5%0.258%
5/13/2025Tyler Stone Wealth Management38,195$1.28M0.2%+5.3%0.016%
5/13/2025Raymond James Financial Inc.12,496,285$418.63M0.2%+17.5%5.376%
5/13/2025Cresset Asset Management LLC42,253$1.42M0.0%+6.6%0.018%
5/13/2025Nations Financial Group Inc. IA ADV173,786$5.82M0.4%+6.0%0.075%
5/13/2025Trivium Point Advisory LLC76,572$2.57M0.3%+24.3%0.033%
5/13/2025Kovitz Investment Group Partners LLC508,709$17.04M0.1%+48.8%0.219%
5/13/2025Financial Network Wealth Advisors LLC2,139$72K0.1%N/A0.001%
5/13/2025Bright Financial Advisors Inc.125,141$4.19M2.6%+10.6%0.054%
5/13/2025Dagco Inc.311,396$10.43M3.4%+9.1%0.134%
5/13/2025Rathbones Group PLC8,636$289K0.0%N/A0.004%
5/13/2025HighTower Advisors LLC2,536,876$84.99M0.1%+5.8%1.091%
5/12/2025Meridian Wealth Management LLC113,930$3.82M0.2%+63.0%0.049%
5/12/2025Maia Wealth LLC118,291$3.73M0.8%-8.1%0.051%
5/12/2025Benjamin Edwards Inc.251,133$8.41M0.1%+27.0%0.109%
5/12/2025Arcadia Wealth Management Inc.41,443$1.39M1.1%+42.6%0.018%
5/12/2025National Bank of Canada FI6,736$225K0.0%+162.6%0.003%
5/12/2025WealthPlan Investment Management LLC36,499$1.22M0.1%+17.2%0.016%
5/9/2025Commonwealth Financial Services LLC25,338$849K0.2%+16.9%0.011%
5/9/2025Atria Wealth Solutions Inc.284,532$9.53M0.1%+42.8%0.123%
5/9/2025Cary Street Partners Financial LLC22,210$744K0.0%+3.3%0.010%
5/9/2025Thoroughbred Financial Services LLC14,025$469K0.0%+4.5%0.006%
5/9/2025Commonwealth Equity Services LLC2,929,195$98.13M0.1%+8.4%1.268%
5/9/2025Blair William & Co. IL1,270,497$42.56M0.1%+2.2%0.550%
5/9/2025Liberty Wealth Management LLC16,291$546K0.0%N/A0.007%
5/8/2025IFG Advisory LLC143,225$4.80M0.3%-1.1%0.062%
5/8/2025Certified Advisory Corp201,390$6.75M0.8%+6.1%0.087%
5/8/2025US Bancorp DE147,550$4.94M0.0%+22.8%0.063%
5/8/2025Elios Financial Group Inc.102,069$3.42M1.7%-2.0%0.044%
5/8/2025Harbour Investments Inc.495,004$16.58M0.5%-17.7%0.213%
5/8/2025Collaborative Wealth Managment Inc.34,185$1.15M0.5%+78.7%0.015%
5/8/2025Grantvest Financial Group LLC42,399$1.42M1.2%+4.9%0.018%
5/8/2025Atlas Wealth LLC85,663$2.87M1.1%+5.1%0.037%
5/8/2025FSB Premier Wealth Management Inc.116,435$3.90M1.5%+5.4%0.050%
5/8/2025Entruity Wealth LLC74,813$2.51M2.4%+9.0%0.032%
5/8/2025Arkadios Wealth Advisors241,347$8.09M0.3%+36.1%0.104%
5/8/2025Marshall Investment Management LLC41,830$1.40M0.9%+1.6%0.018%
5/8/2025Cozad Asset Management Inc.85,019$2.85M0.3%-0.8%0.037%
5/7/2025N.E.W. Advisory Services LLC423,353$14.18M1.1%+108.8%0.182%
5/7/2025SLT Holdings LLC27,037$906K0.9%-12.2%0.012%
5/7/2025Pinnacle Wealth Management Advisory Group LLC89,347$2.99M0.3%+520.5%0.038%
5/7/2025Foundations Investment Advisors LLC185,283$6.21M0.1%+0.2%0.080%
5/7/2025Maridea Wealth Management LLC17,210$577K0.2%+73.2%0.007%
5/7/2025Brio Consultants LLC49,649$1.66M0.6%N/A0.021%
5/7/2025LPL Financial LLC23,374,014$783.03M0.3%+6.6%10.056%
5/7/2025Second Half Financial Partners LLC8,870$297K0.1%-5.5%0.004%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
5/7/2025Advantage Trust Co410,840$13.76M8.3%-1.5%0.177%
5/7/2025First Heartland Consultants Inc.285,780$9.57M1.0%-6.0%0.123%
5/6/2025Cetera Investment Advisers5,003,154$167.61M0.3%+45.1%2.152%
5/6/2025Avantax Advisory Services Inc.678,049$22.72M0.1%-6.3%0.292%
5/6/2025Tempus Wealth Planning LLC7,178$240K0.1%-26.1%0.003%
5/6/2025Atria Investments Inc429,875$14.40M0.2%-9.1%0.185%
5/6/2025Kovack Advisors Inc.17,454$585K0.1%+19.7%0.008%
5/6/2025Pinnacle Associates Ltd.127,419$4.27M0.1%+403.6%0.055%
5/6/2025AE Wealth Management LLC44,885$1.50M0.0%-7.6%0.019%
5/6/2025Summit Wealth Partners LLC53,950$1.81M0.4%-17.3%0.023%
(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, 509 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. ($418.63M), Bank of America Corp DE ($254.50M), Royal Bank of Canada ($197.44M), Cetera Investment Advisers ($167.61M), 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 480 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 ($3.72M), Cetera Investment Advisers ($3.70M), Park National Corp OH ($3.38M), and Commonwealth Equity Services LLC ($2.64M).

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

Institutional investors have bought a total of 73,422,463 shares in the last 24 months. This purchase volume represents approximately $2.58B in transactions.

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

Of the 146 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. ($774.31K), Steward Partners Investment Advisory LLC ($480.67K), Presidio Capital Management LLC ($253.11K), Mach 1 Financial Group LLC ($222.57K), GDS Wealth Management ($214.55K), and Elevated Capital Advisors LLC ($144.62K).

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

Institutional investors have sold a total of 5,195,102 shares in the last 24 months. This volume of shares sold represents approximately $181.79M in transactions.


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This page (NASDAQ:SDVY) was last updated on 7/6/2025 by MarketBeat.com Staff
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