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

$36.39

+0.64 (+1.79%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 209
Total Institutional Inflows (last 12 months): $1.04B

Number of Institutional Sellers (last 12 months): 75
Total Institutional Outflows (last 12 months): $65.53M

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SDVY Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Presidio Capital Management LLC	290,826	$9.71M	6.8%	-2.6%	0.199%
7/26/2024	Walkner Condon Financial Advisors LLC	27,423	$915K	0.2%	+11.2%	0.019%
7/26/2024	Harbour Investments Inc.	345,910	$11.55M	0.4%	+7.9%	0.237%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,608,245	$53.68M	0.2%	+14.8%	1.103%
7/26/2024	Bank of New York Mellon Corp	11,546	$385K	0.0%	+33.8%	0.008%
7/25/2024	First Heartland Consultants Inc.	240,805	$8.04M	0.6%	-9.0%	0.165%
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7/25/2024	POM Investment Strategies LLC	73,639	$2.46M	2.0%	-5.4%	0.050%
7/25/2024	RPS Advisory Solutions LLC	6,037	$202K	0.2%	N/A	0.004%
7/24/2024	Gilliland Jeter Wealth Management LLC	1,423	$48K	0.0%	-44.5%	0.001%
7/24/2024	TrueWealth Advisors LLC	298,069	$9.95M	3.7%	+23.4%	0.204%
7/24/2024	Secure Asset Management LLC	70,496	$2.35M	0.4%	+128.7%	0.048%
7/24/2024	LVZ Inc.	2,716,224	$90.67M	12.4%	+0.8%	1.862%
7/23/2024	PSI Advisors LLC	170,238	$5.68M	1.8%	+19.4%	0.119%
7/23/2024	Concourse Financial Group Securities Inc.	189,172	$6.32M	0.4%	-5.0%	0.133%
7/22/2024	Atria Wealth Solutions Inc.	94,822	$3.17M	0.0%	+12.1%	0.067%
7/22/2024	Fifth Third Bancorp	8,937	$298K	0.0%	N/A	0.006%
7/22/2024	Legacy Capital Group California Inc.	44,882	$1.50M	0.5%	-2.1%	0.031%
7/22/2024	SeaCrest Wealth Management LLC	11,684	$390K	0.0%	+5.2%	0.008%
7/20/2024	First Horizon Advisors Inc.	162,666	$5.43M	0.2%	N/A	0.114%
7/20/2024	Continuum Advisory LLC	58,075	$1.94M	0.3%	+13.0%	0.041%
7/20/2024	Raymond James Financial Services Advisors Inc.	3,266,343	$109.03M	0.2%	+34.4%	2.292%
7/20/2024	Milestone Asset Management LLC	14,040	$469K	0.1%	N/A	0.010%
7/20/2024	Apollon Wealth Management LLC	64,616	$2.16M	0.1%	+9.7%	0.045%
7/19/2024	Western Wealth Management LLC	365,317	$12.19M	0.9%	+6.3%	0.256%
7/19/2024	Marshall Financial Group LLC	39,248	$1.31M	0.4%	+7.1%	0.028%
7/19/2024	Raymond James & Associates	3,565,684	$119.02M	0.1%	+7.8%	2.547%
7/19/2024	Calton & Associates Inc.	6,341	$212K	0.1%	N/A	0.005%
7/19/2024	Mason & Associates Inc	6,324	$211K	0.1%	N/A	0.005%
7/19/2024	Accordant Advisory Group Inc	1,200	$40K	0.0%	-89.2%	0.001%
7/19/2024	Davis Investment Partners LLC	30,173	$1.04M	0.4%	+44.9%	0.022%
7/19/2024	World Equity Group Inc.	108,498	$3.62M	1.1%	+0.4%	0.077%
7/18/2024	Ellsworth Advisors LLC	7,426	$248K	0.1%	N/A	0.005%
7/17/2024	Quantum Private Wealth LLC	14,019	$468K	0.2%	-4.9%	0.010%
7/17/2024	Redhawk Wealth Advisors Inc.	118,906	$3.97M	0.6%	-3.7%	0.085%
7/17/2024	AdvisorNet Financial Inc	4,620	$154K	0.0%	+70.9%	0.003%
7/16/2024	Cornerstone Wealth Management LLC	16,635	$555K	0.0%	-2.8%	0.012%
7/16/2024	Envestnet Portfolio Solutions Inc.	60,051	$2.00M	0.0%	+11.2%	0.043%
7/16/2024	Key Client Fiduciary Advisors LLC	20,152	$673K	0.3%	+41.6%	0.014%
7/16/2024	Great Valley Advisor Group Inc.	7,647	$255K	0.0%	+8.9%	0.005%
7/16/2024	Wealth Enhancement Advisory Services LLC	533,685	$17.81M	0.0%	+2.9%	0.381%
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7/16/2024	Maia Wealth LLC	82,383	$2.88M	0.9%	N/A	0.059%
7/16/2024	PCG Wealth Advisors LLC	46,927	$1.57M	0.7%	+9.4%	0.034%
7/15/2024	Park National Corp OH	645,600	$21.55M	0.8%	N/A	0.461%
7/15/2024	RFG Advisory LLC	200,725	$6.70M	0.2%	+121.9%	0.143%
7/12/2024	Lion Street Advisors LLC	19,475	$650K	0.2%	+14.9%	0.014%
7/12/2024	Southland Equity Partners LLC	50,898	$1.70M	0.5%	+300.2%	0.036%
7/12/2024	Capital Investment Advisors LLC	3,007,808	$100.40M	2.3%	+38,705.4%	2.157%
7/12/2024	Accel Wealth Management	8,061	$269K	0.1%	+9.1%	0.006%
7/12/2024	Capital Advantage Inc.	23,001	$755K	0.2%	+32.6%	0.016%
7/12/2024	DHJJ Financial Advisors Ltd.	12,297	$410K	0.2%	+145.2%	0.009%
7/11/2024	CX Institutional	94,193	$3.14M	0.1%	-2.9%	0.068%
7/10/2024	Aprio Wealth Management LLC	182,067	$6.08M	1.1%	+0.7%	0.131%
7/10/2024	NBC Securities Inc.	35,477	$1.18M	0.1%	+16.7%	0.025%
7/10/2024	Albion Financial Group UT	8,250	$275K	0.0%	N/A	0.006%
7/10/2024	CWM LLC	3,068	$102K	0.0%	+26.8%	0.002%
7/9/2024	Kingswood Wealth Advisors LLC	16,883	$564K	0.1%	+9.6%	0.012%
7/9/2024	Mather Group LLC.	1,005	$35K	0.0%	N/A	0.001%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	30,191	$1.01M	0.3%	N/A	0.022%
6/26/2024	Old Port Advisors	12,625	$440K	0.1%	-13.2%	0.010%
6/11/2024	EverSource Wealth Advisors LLC	1,042	$34K	0.0%	N/A	0.001%
5/24/2024	Cetera Advisor Networks LLC	665,534	$23.17M	0.1%	+63.2%	0.548%
5/24/2024	Cetera Advisors LLC	763,318	$26.58M	0.2%	+781.5%	0.628%
5/24/2024	Cetera Investment Advisers	1,840,629	$64.09M	0.2%	+205.3%	1.514%
5/21/2024	Atria Investments Inc	232,861	$8.11M	0.1%	N/A	0.192%
5/20/2024	Independent Wealth Network Inc.	11,623	$405K	0.2%	N/A	0.010%
5/17/2024	Comerica Bank	65,468	$2.28M	0.0%	+65.0%	0.054%
5/17/2024	Coppell Advisory Solutions Corp.	16,506	$575K	0.1%	N/A	0.014%
5/17/2024	Clear Point Advisors Inc.	17,887	$623K	0.5%	-8.9%	0.015%
5/16/2024	Jane Street Group LLC	360,377	$12.55M	0.0%	-23.6%	0.296%
5/16/2024	B. Riley Wealth Advisors Inc.	19,338	$673K	0.0%	-43.2%	0.016%
5/16/2024	Industrial Alliance Investment Management Inc.	2,678	$93K	0.0%	N/A	0.002%
5/16/2024	Econ Financial Services Corp	10,705	$373K	0.2%	N/A	0.009%
5/15/2024	Kestra Advisory Services LLC	764,110	$26.61M	0.2%	+49.4%	0.629%
5/14/2024	Axxcess Wealth Management LLC	6,611	$230K	0.0%	N/A	0.005%
5/14/2024	CreativeOne Wealth LLC	13,539	$471K	0.0%	N/A	0.011%
5/14/2024	Mattern Wealth Management LLC	6,111	$213K	0.1%	-17.2%	0.005%
5/14/2024	Owen LaRue LLC	102,973	$3.59M	2.2%	+12.7%	0.085%
5/13/2024	Secured Retirement Advisors LLC	76,209	$2.65M	2.2%	+1.4%	0.063%
5/11/2024	Chiron Capital Management LLC	7,547	$263K	0.2%	-83.1%	0.006%
5/10/2024	Osaic Holdings Inc.	1,769,500	$61.62M	0.1%	+7.6%	1.456%
5/10/2024	Bright Financial Advisors Inc.	28,595	$946K	0.7%	N/A	0.024%
5/10/2024	Wintrust Investments LLC	176,158	$6.13M	0.5%	+14.9%	0.145%
5/9/2024	Leo Wealth LLC	59,978	$2.07M	0.2%	+27.8%	0.049%
5/9/2024	Blair William & Co. IL	966,461	$33.65M	0.1%	+32.7%	0.795%
5/9/2024	Kingsview Wealth Management LLC	61,726	$2.15M	0.1%	+0.9%	0.051%
5/9/2024	Koshinski Asset Management Inc.	40,204	$1.40M	0.1%	-36.1%	0.033%
5/8/2024	Cozad Asset Management Inc.	63,824	$2.22M	0.2%	+2.3%	0.053%
5/8/2024	Avantax Advisory Services Inc.	344,864	$12.01M	0.1%	+236.6%	0.284%
5/8/2024	US Bancorp DE	69,524	$2.42M	0.0%	-15.0%	0.057%
5/8/2024	Legacy Capital Group California Inc.	45,838	$1.60M	0.6%	N/A	0.038%
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5/7/2024	Quantum Private Wealth LLC	14,739	$513K	0.2%	+42.9%	0.012%
5/7/2024	Concurrent Investment Advisors LLC	68,521	$2.39M	0.1%	+2.8%	0.056%
5/7/2024	Montag A & Associates Inc.	3,684	$128K	0.0%	N/A	0.003%
5/7/2024	Advantage Trust Co	373,795	$13.02M	9.6%	+0.2%	0.308%
5/7/2024	Oppenheimer & Co. Inc.	65,447	$2.28M	0.0%	+30.4%	0.054%
5/6/2024	Envestnet Portfolio Solutions Inc.	53,981	$1.88M	0.0%	+75.1%	0.044%
5/6/2024	VitalStone Financial LLC	14,759	$514K	0.4%	+1,148.6%	0.012%
5/3/2024	Clarity Capital Partners LLC	7,344	$256K	0.2%	N/A	0.006%
5/3/2024	Avidian Wealth Solutions LLC	17,855	$622K	0.0%	+12.5%	0.015%
5/3/2024	TFB Advisors LLC	10,663	$350K	0.1%	-4.6%	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, 267 institutional investors and hedge funds held shares of First Trust SMID Cap Rising Dividend Archievers ETF. The most heavily invested institutionals were LPL Financial LLC ($193.94M), Wells Fargo & Company MN ($146.74M), Raymond James & Associates ($119.02M), Raymond James Financial Services Advisors Inc. ($109.03M), Capital Investment Advisors LLC ($100.40M), LVZ Inc. ($90.67M), and Truist Financial Corp ($68.94M).Learn more on SDVY's institutional investors.
Which institutional investors have been buying First Trust SMID Cap Rising Dividend Archievers ETF stock?: Of the 251 institutional investors that purchased First Trust SMID Cap Rising Dividend Archievers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Investment Advisors LLC ($3.00M), LPL Financial LLC ($2.72M), Raymond James Financial Services Advisors Inc. ($2.43M), Wells Fargo & Company MN ($2.01M), Truist Financial Corp ($1.83M), Raymond James & Associates ($1.75M), and Commonwealth Equity Services LLC ($1.49M).
How much institutional buying is happening at First Trust SMID Cap Rising Dividend Archievers ETF?: Institutional investors have bought a total of 39,768,623 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Which First Trust SMID Cap Rising Dividend Archievers ETF major shareholders have been selling company stock?: Of the 110 institutional investors that sold First Trust SMID Cap Rising Dividend Archievers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($494.58K), Commonwealth Equity Services LLC ($480.28K), LPL Financial LLC ($449.79K), Envestnet Asset Management Inc. ($353.24K), Crumly & Associates Inc. ($353.08K), Cambridge Investment Research Advisors Inc. ($254.17K), and Raymond James Financial Services Advisors Inc. ($246.01K).
How much institutional selling is happening at First Trust SMID Cap Rising Dividend Archievers ETF?: Institutional investors have sold a total of 6,361,660 shares in the last 24 months. This volume of shares sold represents approximately $270.47M in transactions.