Free Trial

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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$36.60 +0.35 (+0.97%)
Closing price 07/25/2025 04:00 PM Eastern
Extended Trading
$36.60 -0.01 (-0.01%)
As of 07/25/2025 04:11 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.

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

Number of
Institutional Buyers
(last 12 months)
441
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$229.51M
Get SDVY Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust SMID Cap Rising Dividend Achievers ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Priebe Wealth Holdings LLC139,377$4.92M4.3%+32.8%0.060%
7/25/2025Atria Wealth Solutions Inc.242,835$8.58M0.2%-14.7%0.105%
7/25/2025Envestnet Portfolio Solutions Inc.117,181$4.13M0.0%+10.1%0.051%
7/25/2025Total Clarity Wealth Management Inc.11,508$406K0.1%+4.8%0.005%
7/25/2025Lion Street Advisors LLC27,684$977K0.3%+82.7%0.012%
7/25/2025MGO One Seven LLC52,787$1.86M0.1%+1.6%0.023%
7/25/2025Hazlett Burt & Watson Inc.1,790$63K0.0%-15.4%0.001%
7/25/2025Prostatis Group LLC70,306$2.48M0.7%-26.9%0.030%
7/25/2025Commonwealth Financial Services LLC27,092$956K0.2%+6.9%0.012%
7/25/2025CWM LLC357,793$12.62M0.0%+29.3%0.155%
7/25/2025Concurrent Investment Advisors LLC127,681$4.51M0.1%+39.4%0.055%
7/25/2025Apollon Wealth Management LLC130,277$4.60M0.1%-2.2%0.056%
7/25/2025Fifth Third Wealth Advisors LLC8,103$286K0.0%-38.6%0.003%
7/24/2025 Stiles Financial Services Inc17,225$608K0.2%+14.9%0.007%
7/24/2025 IFP Advisors Inc19,966$704K0.0%-33.1%0.009%
7/24/2025 Blair William & Co. IL1,265,220$44.64M0.1%-0.4%0.546%
7/24/2025 US Bancorp DE135,140$4.77M0.0%-8.4%0.058%
7/24/2025 Columbia Advisory Partners LLC18,429$650K0.5%+3.2%0.008%
7/23/2025 Horizon Advisory Services Inc.22,465$793K0.4%-6.8%0.010%
7/23/2025 Clear Creek Financial Management LLC28,224$996K0.1%+1.4%0.012%
7/23/2025 RiverTree Advisors LLC71,975$2.54M1.7%-29.8%0.031%
7/23/2025 Secured Retirement Advisors LLC45,340$1.60M1.0%-3.0%0.020%
7/23/2025 Laraway Financial Advisors Inc10,174$359K0.3%-2.9%0.004%
7/23/2025 Tcfg Wealth Management LLC18,016$636K0.3%-4.1%0.008%
7/23/2025 Trueblood Wealth Management LLC90,577$3.20M1.3%+3.6%0.039%
7/23/2025 Bennett Associates Wealth Management212,062$7.48M5.8%N/A0.092%
7/22/2025 Belpointe Asset Management LLC28,879$1.02M0.0%+6.8%0.012%
7/22/2025 DAVENPORT & Co LLC25,158$888K0.0%+11.3%0.011%
7/22/2025 Woodmont Investment Counsel LLC18,761$662K0.0%+16.0%0.008%
7/22/2025 Global Assets Advisory LLC14,658$527K0.2%-67.5%0.006%
7/22/2025 Merit Financial Group LLC96,442$3.40M0.0%+14.5%0.042%
7/22/2025 Beacon Financial Advisory LLC53,156$1.88M0.5%+26.3%0.023%
7/22/2025 Simplicity Wealth LLC93,263$3.29M0.1%+8.2%0.040%
7/22/2025 Wealthcare Advisory Partners LLC270,260$9.54M0.2%+3.5%0.117%
7/22/2025 Ergawealth Advisors Inc.271,747$9.59M4.3%-8.6%0.117%
7/22/2025 Accel Wealth Management13,062$461K0.2%+12.5%0.006%
7/21/2025 AIFG Consultants Ltd.48,472$1.71M3.3%-47.6%0.021%
7/21/2025 Precedent Wealth Partners LLC214,049$7.55M1.8%+6.9%0.092%
7/21/2025 Fairvoy Private Wealth LLC233,877$8.25M2.1%+9.9%0.100%
7/21/2025 Clarity Capital Partners LLC74,700$2.64M0.9%-7.8%0.032%
Trump's 2025 Economic Revolution Is Here Are Your Retirement Savings Ready? (Ad)

Time is short. Trump's reforms may be coming fast—and the financial system roller coaster may be a ride that you don't want to take with your retirement savings.

>> Get your FREE copy of the2025 Retirement Protection Guide today <<
7/21/2025 Ameritas Advisory Services LLC41,112$1.45M0.1%+0.8%0.018%
7/21/2025 DHJJ Financial Advisors Ltd.17,339$612K0.2%-23.8%0.007%
7/18/2025 Consolidated Planning Corp9,921$350K0.0%+5.1%0.004%
7/18/2025 Provident Wealth Management LLC138,295$4.88M1.6%+0.3%0.059%
7/18/2025 Consolidated Portfolio Review Corp6,534$231K0.0%N/A0.003%
7/18/2025 Truist Financial Corp2,371,783$83.68M0.1%-15.2%1.016%
7/17/2025 Trivium Point Advisory LLC80,066$2.83M0.3%+4.6%0.034%
7/17/2025 Capital Investment Advisors LLC3,972,146$140.14M2.5%+6.4%1.701%
7/17/2025 Centennial Wealth Advisory LLC15,862$560K0.2%+75.1%0.007%
7/17/2025 Janney Montgomery Scott LLC779,069$27.49M0.1%+1.9%0.334%
7/17/2025 Smith Chas P & Associates PA Cpas1,028,128$36.27M2.0%+2.6%0.440%
7/17/2025 Genesis Private Wealth LLC73,100$2.58M1.2%+3.9%0.031%
7/17/2025 City Holding Co.40,275$1.42M0.2%+3.2%0.017%
7/17/2025 Wagner Wealth Management LLC456,314$16.10M3.7%+4.3%0.195%
7/17/2025 Barry Investment Advisors LLC20,368$719K0.2%+7.1%0.009%
7/17/2025 Avior Wealth Management LLC24,946$880K0.0%+18.3%0.011%
7/16/2025 Independent Wealth Network Inc.19,850$700K0.3%-2.8%0.008%
7/16/2025 ORG Partners LLC3,050$110K0.0%-33.0%0.001%
7/16/2025 MinichMacGregor Wealth Management LLC5,910$209K0.0%-64.6%0.003%
7/16/2025 Old Port Advisors11,625$410K0.1%-8.4%0.005%
7/16/2025 Owen LaRue LLC122,024$4.31M1.8%-6.4%0.052%
7/16/2025 Bright Financial Advisors Inc.128,081$4.52M2.5%+2.3%0.055%
7/16/2025 Maridea Wealth Management LLC14,097$497K0.1%-18.1%0.006%
7/15/2025 Pitti Group Wealth Management LLC14,922$526K0.5%+4.4%0.006%
7/15/2025 Traction Financial Partners LLC35,439$1.25M0.8%N/A0.015%
7/15/2025 EWG Elevate Inc.86,685$3.06M0.9%+5.0%0.038%
7/15/2025 Fifth Third Bancorp952$34K0.0%+120.9%0.000%
7/15/2025 LVZ Inc.2,747,396$96.93M11.6%+3.0%1.190%
7/14/2025 Golden State Equity Partners127,804$4.51M0.8%-1.0%0.055%
7/14/2025 AdvisorNet Financial Inc27,582$973K0.1%+174.1%0.012%
7/14/2025 Chris Bulman Inc59,920$2.11M1.2%+8.0%0.026%
7/14/2025 U.S. Capital Wealth Advisors LLC34,354$1.21M0.0%+2.7%0.015%
7/14/2025 Lighthouse Wealth Management Inc.24,769$874K0.8%-5.2%0.011%
7/14/2025 Flagstar Advisors Inc.74,422$2.63M0.7%-19.5%0.032%
7/14/2025 Park Avenue Securities LLC7,551$266K0.0%N/A0.003%
7/11/2025 Grant Private Wealth Management Inc88,431$3.12M1.8%N/A0.038%
7/11/2025 Capital Advantage Inc.44,246$1.56M0.2%+7.0%0.019%
7/11/2025 Farther Finance Advisors LLC28,969$1.02M0.0%+1.2%0.012%
7/11/2025 Silver Oak Securities Incorporated56,727$2.00M0.2%+3.3%0.024%
7/11/2025 CX Institutional128,748$4.54M0.2%+19.0%0.055%
7/11/2025 Kaydan Wealth Management Inc.12,245$432K0.1%N/A0.005%
7/11/2025 Pinnacle Bancorp Inc.4,850$171K0.1%+14.0%0.002%
7/11/2025 Kingstone Capital Partners Texas LLC30,660$1.07M0.0%N/A0.013%
7/11/2025 Grove Bank & Trust5,500$194K0.0%-12.1%0.002%
7/10/2025 Redhawk Wealth Advisors Inc.28,257$997K0.1%-80.6%0.012%
7/10/2025 Marshall Financial Group LLC70,174$2.53M0.5%+2.9%0.030%
7/10/2025 Wealth Enhancement Advisory Services LLC575,263$20.97M0.0%-10.3%0.248%
7/10/2025 KMG Fiduciary Partners LLC111,593$3.94M0.3%+8.4%0.048%
7/10/2025 Focus Financial Network Inc.399,417$14.09M0.6%+7.4%0.172%
7/10/2025 Sovran Advisors LLC9,666$350K0.0%+20.6%0.004%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve. James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation.

See Altucher’s Great Gain gameplan here
7/9/2025 Dynamic Advisor Solutions LLC117,853$4.16M0.1%+5.4%0.051%
7/9/2025 Procyon Advisors LLC218,908$7.72M0.7%N/A0.095%
7/9/2025 Baron Wealth Management LLC90,660$3.20M1.1%+264.7%0.039%
7/9/2025 Triumph Capital Management227,920$8.04M2.4%+5.8%0.098%
7/9/2025 Lifestyle Asset Management Inc.324,002$11.43M5.3%+16.0%0.140%
7/9/2025 Key Client Fiduciary Advisors LLC154,981$5.47M2.2%+15.4%0.067%
7/9/2025 Presidio Capital Management LLC8,848$312K0.1%+19.0%0.004%
7/8/2025 Elevation Wealth Partners LLC788$28K0.0%-54.2%0.000%
7/8/2025 Davis Investment Partners LLC16,631$598K0.2%-30.6%0.007%
7/8/2025 Advance Capital Management Inc.9,024$318K0.0%-98.2%0.004%
(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, 519 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 491 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 ($3.96M), 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 69,293,106 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

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

Of the 158 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. ($775.96K), Advance Capital Management Inc. ($494.07K), Steward Partners Investment Advisory LLC ($480.67K), Truist Financial Corp ($437.63K), Presidio Capital Management LLC ($253.11K), and Mach 1 Financial Group LLC ($222.57K).

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

Institutional investors have sold a total of 6,544,579 shares in the last 24 months. This volume of shares sold represents approximately $229.51M in transactions.



This page (NASDAQ:SDVY) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners