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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$35.54 +0.12 (+0.33%)
As of 01:59 PM Eastern
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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)
442
Total
Institutional Inflows
(last 12 months)
$2.47B
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$206.63M
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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
7/15/2025Pitti Group Wealth Management LLC14,922$526K0.5%+4.4%0.006%
7/15/2025Traction Financial Partners LLC35,439$1.25M0.8%N/A0.015%
7/15/2025EWG Elevate Inc.86,685$3.06M0.9%+5.0%0.038%
7/15/2025Fifth Third Bancorp952$34K0.0%+120.9%0.000%
7/15/2025LVZ 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%
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%
7/8/2025 Ballew Advisors Inc28,320$1.03M0.6%+8.7%0.012%
7/8/2025 NBC Securities Inc.57,895$2.04M0.2%+23.7%0.025%
7/8/2025 Parallel Advisors LLC10,492$370K0.0%+15.7%0.005%
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7/7/2025 Whitaker Myers Wealth Managers LTD.12,726$449K0.1%N/A0.005%
7/7/2025 Nova Wealth Management Inc.12,365$436K0.3%+55.7%0.005%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.66,426$2.34M0.3%+3.9%0.029%
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%
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%
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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%
(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, 518 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 489 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 70,236,874 shares in the last 24 months. This purchase volume represents approximately $2.47B in transactions.

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

Of the 151 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), Advance Capital Management Inc. ($494.07K), Steward Partners Investment Advisory LLC ($480.67K), 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 5,910,476 shares in the last 24 months. This volume of shares sold represents approximately $207.04M in transactions.



This page (NASDAQ:SDVY) was last updated on 7/16/2025 by MarketBeat.com Staff
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