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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$34.81 -0.05 (-0.14%)
As of 06/12/2025 04:00 PM Eastern
Compare

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)
$2.56B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$181.55M
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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
6/4/2025 First Hawaiian Bank86,879$2.91M0.1%-5.7%0.037%
6/2/2025 Modern Wealth Management LLC16,651$558K0.0%+11.2%0.007%
5/28/2025 Anderson Financial Strategies LLC91,539$3.07M1.9%+109.2%0.039%
5/28/2025 Ellsworth Advisors LLC16,919$567K0.1%+38.0%0.007%
5/27/2025 Jacobi Capital Management LLC31,925$1.07M0.1%+286.6%0.014%
5/21/2025 Geneos Wealth Management Inc.14,743$494K0.0%+28.2%0.006%
5/20/2025 Belpointe Asset Management LLC27,044$906K0.0%-7.1%0.012%
5/20/2025 Focus Partners Wealth43,712$1.46M0.0%+41.2%0.019%
5/20/2025 Integrity Alliance LLC.15,971$535K0.0%N/A0.007%
5/16/2025 Prostatis Group LLC96,200$3.22M1.0%-12.7%0.041%
5/16/2025 Faithward Advisors LLC7,732$259K0.0%-6.4%0.003%
5/16/2025 Coppell Advisory Solutions LLC6,608$216K0.0%+16.6%0.003%
5/16/2025 Signature Estate & Investment Advisors LLC14,276$478K0.0%N/A0.006%
5/16/2025 Ashton Thomas Private Wealth LLC93,965$3.15M0.1%+61.5%0.040%
5/16/2025 Laidlaw Wealth Management LLC26,576$890K2.6%-50.3%0.011%
5/16/2025 Aprio Wealth Management LLC215,248$7.21M0.9%+6.9%0.093%
5/15/2025 Capital Investment Counsel LLC208,936$7.00M1.2%-1.5%0.090%
5/15/2025 Royal Bank of Canada5,893,579$197.44M0.0%+5.3%2.535%
5/15/2025 Betterment LLC25,500$854K0.0%+32.8%0.011%
5/15/2025 MAI Capital Management66,681$2.23M0.0%+38.8%0.029%
5/15/2025 Calton & Associates Inc.12,750$427K0.1%+101.1%0.005%
5/15/2025 Spectrum Wealth Advisory Group LLC119,924$4.02M1.9%+374.8%0.052%
5/15/2025 Titleist Asset Management LLC89,004$2.98M0.3%+6.8%0.038%
5/15/2025 Baird Financial Group Inc.1,499,626$50.24M0.1%+18.2%0.645%
5/15/2025 WPG Advisers LLC50,773$1.70M1.6%N/A0.022%
5/15/2025 TD Capital Management LLC4,614$155K0.0%-8.3%0.002%
5/15/2025 Trexquant Investment LP6,471$217K0.0%N/A0.003%
5/14/2025 CreativeOne Wealth LLC39,659$1.33M0.0%-9.2%0.017%
5/14/2025 Per Stirling Capital Management LLC.216,735$7.26M1.0%+84.9%0.093%
5/14/2025 PKS Advisory Services LLC42,206$1.41M0.4%+12.0%0.018%
5/14/2025 WCG Wealth Advisors LLC123,579$4.14M0.3%+775.6%0.053%
5/14/2025 Comerica Bank99,152$3.32M0.0%+9.1%0.043%
5/14/2025 Northwestern Mutual Wealth Management Co.1,493,516$50.03M0.0%+38.5%0.643%
5/14/2025 Kestra Advisory Services LLC1,269,114$42.52M0.2%+19.2%0.546%
5/14/2025 Purus Wealth Management LLC51,922$1.74M0.7%+0.7%0.022%
5/14/2025 GDS Wealth Management190,277$6.37M0.5%-53.0%0.082%
5/14/2025 Capital Analysts LLC28,647$960K0.0%+49.3%0.012%
5/14/2025 Laraway Financial Advisors Inc10,474$351K0.3%+53.7%0.005%
5/13/2025 Aptus Capital Advisors LLC406,520$13.62M0.1%+8.4%0.175%
5/13/2025 Steward Partners Investment Advisory LLC600,229$20.11M0.2%-44.5%0.258%
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5/13/2025 Tyler Stone Wealth Management38,195$1.28M0.2%+5.3%0.016%
5/13/2025 Raymond James Financial Inc.12,496,285$418.63M0.2%+17.5%5.376%
5/13/2025 Cresset Asset Management LLC42,253$1.42M0.0%+6.6%0.018%
5/13/2025 Nations Financial Group Inc. IA ADV173,786$5.82M0.4%+6.0%0.075%
5/13/2025 Trivium Point Advisory LLC76,572$2.57M0.3%+24.3%0.033%
5/13/2025 Kovitz Investment Group Partners LLC508,709$17.04M0.1%+48.8%0.219%
5/13/2025 Financial Network Wealth Advisors LLC2,139$72K0.1%N/A0.001%
5/13/2025 Bright Financial Advisors Inc.125,141$4.19M2.6%+10.6%0.054%
5/13/2025 Dagco Inc.311,396$10.43M3.4%+9.1%0.134%
5/13/2025 Rathbones Group PLC8,636$289K0.0%N/A0.004%
5/13/2025 HighTower Advisors LLC2,536,876$84.99M0.1%+5.8%1.091%
5/12/2025 Meridian Wealth Management LLC113,930$3.82M0.2%+63.0%0.049%
5/12/2025 Maia Wealth LLC118,291$3.73M0.8%-8.1%0.051%
5/12/2025 Benjamin Edwards Inc.251,133$8.41M0.1%+27.0%0.109%
5/12/2025 Arcadia Wealth Management Inc.41,443$1.39M1.1%+42.6%0.018%
5/12/2025 National Bank of Canada FI6,736$225K0.0%+162.6%0.003%
5/12/2025 WealthPlan Investment Management LLC36,499$1.22M0.1%+17.2%0.016%
5/9/2025 Commonwealth Financial Services LLC25,338$849K0.2%+16.9%0.011%
5/9/2025 Atria Wealth Solutions Inc.284,532$9.53M0.1%+42.8%0.123%
5/9/2025 Cary Street Partners Financial LLC22,210$744K0.0%+3.3%0.010%
5/9/2025 Thoroughbred Financial Services LLC14,025$469K0.0%+4.5%0.006%
5/9/2025 Commonwealth Equity Services LLC2,929,195$98.13M0.1%+8.4%1.268%
5/9/2025 Blair William & Co. IL1,270,497$42.56M0.1%+2.2%0.550%
5/9/2025 Liberty Wealth Management LLC16,291$546K0.0%N/A0.007%
5/8/2025 IFG Advisory LLC143,225$4.80M0.3%-1.1%0.062%
5/8/2025 Certified Advisory Corp201,390$6.75M0.8%+6.1%0.087%
5/8/2025 US Bancorp DE147,550$4.94M0.0%+22.8%0.063%
5/8/2025 Elios Financial Group Inc.102,069$3.42M1.7%-2.0%0.044%
5/8/2025 Harbour Investments Inc.495,004$16.58M0.5%-17.7%0.213%
5/8/2025 Collaborative Wealth Managment Inc.34,185$1.15M0.5%+78.7%0.015%
5/8/2025 Grantvest Financial Group LLC42,399$1.42M1.2%+4.9%0.018%
5/8/2025 Atlas Wealth LLC85,663$2.87M1.1%+5.1%0.037%
5/8/2025 FSB Premier Wealth Management Inc.116,435$3.90M1.5%+5.4%0.050%
5/8/2025 Entruity Wealth LLC74,813$2.51M2.4%+9.0%0.032%
5/8/2025 Arkadios Wealth Advisors241,347$8.09M0.3%+36.1%0.104%
5/8/2025 Marshall Investment Management LLC41,830$1.40M0.9%+1.6%0.018%
5/8/2025 Cozad Asset Management Inc.85,019$2.85M0.3%-0.8%0.037%
5/7/2025 N.E.W. Advisory Services LLC423,353$14.18M1.1%+108.8%0.182%
5/7/2025 SLT Holdings LLC27,037$906K0.9%-12.2%0.012%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC89,347$2.99M0.3%+520.5%0.038%
5/7/2025 Foundations Investment Advisors LLC185,283$6.21M0.1%+0.2%0.080%
5/7/2025 Maridea Wealth Management LLC17,210$577K0.2%+73.2%0.007%
5/7/2025 Brio Consultants LLC49,649$1.66M0.6%N/A0.021%
5/7/2025 LPL Financial LLC23,374,014$783.03M0.3%+6.6%10.056%
5/7/2025 Second Half Financial Partners LLC8,870$297K0.1%-5.5%0.004%
5/7/2025 Advantage Trust Co410,840$13.76M8.3%-1.5%0.177%
5/7/2025 First Heartland Consultants Inc.285,780$9.57M1.0%-6.0%0.123%
5/6/2025 Cetera Investment Advisers5,003,154$167.61M0.3%+45.1%2.152%
5/6/2025 Avantax Advisory Services Inc.678,049$22.72M0.1%-6.3%0.292%
5/6/2025 Tempus Wealth Planning LLC7,178$240K0.1%-26.1%0.003%
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5/6/2025 Atria Investments Inc429,875$14.40M0.2%-9.1%0.185%
5/6/2025 Kovack Advisors Inc.17,454$585K0.1%+19.7%0.008%
5/6/2025 Pinnacle Associates Ltd.127,419$4.27M0.1%+403.6%0.055%
5/6/2025 AE Wealth Management LLC44,885$1.50M0.0%-7.6%0.019%
5/6/2025 Summit Wealth Partners LLC53,950$1.81M0.4%-17.3%0.023%
5/6/2025 Triumph Capital Management215,421$7.22M2.4%+1.0%0.093%
5/6/2025 BlueChip Wealth Advisors LLC67,946$2.28M1.0%-0.6%0.029%
5/6/2025 Choreo LLC11,995$402K0.0%N/A0.005%
5/5/2025 Northeast Planning Associates INC. NH58,280$1.95M1.6%N/A0.025%
5/5/2025 J.W. Cole Advisors Inc.289,512$9.70M0.3%+63.1%0.125%
(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 SDVY's institutional investors.

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

Of the 480 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. ($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 ($3.10M), 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 99,780,076 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

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

Of the 188 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), Steward Partners Investment Advisory LLC ($480.67K), LPL Financial LLC ($449.79K), Presidio Capital Management LLC ($253.11K), Mach 1 Financial Group LLC ($222.57K), and GDS Wealth Management ($214.55K).

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

Institutional investors have sold a total of 7,559,277 shares in the last 24 months. This volume of shares sold represents approximately $252.69M in transactions.


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This page (NASDAQ:SDVY) was last updated on 6/13/2025 by MarketBeat.com Staff
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