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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$42.32 +0.66 (+1.58%)
As of 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)
438
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$483.89M
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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
5/5/2026Bank of New York Mellon Corp47,306$1.87M0.0%+13.2%0.018%
5/5/2026Gentry Private Wealth LLC9,285$366K0.2%-4.8%0.004%
5/5/2026Collaborative Wealth Managment Inc.8,279$326K0.1%-77.6%0.003%
5/5/2026Geneos Wealth Management Inc.35,141$1.39M0.0%-1.2%0.014%
5/5/2026NFSG Corp3,448$136K0.0%+19.1%0.001%
5/5/2026Ethos Financial Group LLC50,604$2.00M0.1%N/A0.020%
5/5/2026LFA Lugano Financial Advisors SA1,550$61K0.0%-98.6%0.001%
5/5/2026Sanctuary Advisors LLC587,966$23.18M0.1%-0.1%0.227%
5/5/2026 Sigma Planning Corp300,698$11.86M0.3%+3.1%0.116%
5/4/2026 Retirement Planning Group LLC15,534$613K0.0%+13.6%0.006%
5/4/2026 Objective Capital Management LLC13,249$522K0.5%-15.9%0.005%
5/4/2026 HBW Advisory Services LLC64,371$2.54M0.3%+12.9%0.025%
5/4/2026 Team Financial Group LLC8,324$328K0.1%-4.7%0.003%
5/4/2026 Procyon Advisors LLC291,405$11.49M0.2%+17.9%0.113%
5/2/2026 International Assets Investment Management LLC46,957$1.87M0.0%-0.9%0.018%
5/2/2026 Anchor Investment Management LLC770$30K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp100,695$3.97M0.0%N/A0.039%
5/1/2026 Sovran Advisors LLC16,048$679K0.1%-2.4%0.006%
5/1/2026 Darwin Wealth Management LLC73,270$2.89M0.9%-6.0%0.028%
5/1/2026 Triton Wealth Management PLLC23,805$951K0.4%+21.2%0.009%
5/1/2026 Simplicity Wealth LLC144,108$5.68M0.3%+68.1%0.056%
5/1/2026 Arbor Capital Management Inc. ADV12,440$515K0.4%+2.2%0.005%
4/30/2026 Torren Management LLC1,265$50K0.0%N/A0.000%
4/30/2026 Stiles Financial Services Inc20,982$827K0.3%+2.2%0.008%
4/30/2026 Elevated Capital Advisors LLC20,009$789K0.2%-2.3%0.008%
4/30/2026 Mason & Associates Inc81,677$3.14M0.6%+2.9%0.032%
4/30/2026 Cherry Creek Investment Advisors Inc.59,136$2.33M1.0%-5.1%0.023%
4/30/2026 Kestra Advisory Services LLC1,659,688$65.44M0.2%+5.5%0.642%
4/30/2026 Money Concepts Capital Corp40,810$1.61M0.1%+2.3%0.016%
4/30/2026 Griffith & Werner Inc.86,694$3.42M1.7%+13.3%0.034%
4/30/2026 WPG Advisers LLC52,534$2.07M1.5%-5.4%0.020%
4/29/2026 Richmond Investment Services LLC414,692$16.35M2.6%+4.5%0.160%
4/29/2026 Axxcess Wealth Management LLC297,107$11.72M0.4%+11.6%0.115%
4/29/2026 Advance Capital Management Inc.12,048$475K0.0%+35.1%0.005%
4/28/2026 Ascentis Independent Advisors120,647$4.76M0.4%+112.3%0.047%
4/28/2026 Stephens Inc. AR91,160$3.59M0.0%-2.2%0.035%
4/28/2026 LVZ Inc.2,674,296$105.45M12.0%-4.7%1.038%
4/28/2026 Walkner Condon Financial Advisors LLC43,585$1.72M0.2%+23.4%0.017%
4/28/2026 Koshinski Asset Management Inc.43,376$1.71M0.1%+3.3%0.017%
4/28/2026 Beacon Financial Advisory LLC43,968$1.73M0.4%+7.8%0.017%
4/27/2026 Capital Financial Group Inc. Co. ADV75,426$2.97M1.6%+11.0%0.029%
4/27/2026 Altus Wealth Group LLC32,489$1.28M0.5%-10.5%0.013%
4/27/2026 Baer Investment Advisory LLC11,329$447K0.1%N/A0.004%
4/27/2026 Private Advisor Group LLC1,444,960$56.98M0.3%+6.1%0.561%
4/27/2026 Elevation Point Wealth Partners LLC1,039,862$41.00M1.0%+14,172.1%0.403%
4/27/2026 Platform Technology Partners16,482$650K0.1%+5.0%0.006%
4/27/2026 Prasad Wealth Partners LLC10,112$399K0.1%+5.3%0.004%
4/25/2026 KPP Advisory Services LLC168,578$6.65M1.0%-5.9%0.066%
4/24/2026 Root Financial Partners LLC25,608$1.01M0.0%-9.1%0.010%
4/24/2026 Stegent Equity Advisors Inc.54,653$2.16M1.8%N/A0.021%
4/24/2026 Barnes Pettey Financial Advisors LLC22,222$876K0.4%+34.3%0.009%
4/24/2026 Secured Retirement Advisors LLC37,479$1.48M0.8%-5.2%0.015%
4/24/2026 Wagner Wealth Management LLC488,665$19.27M3.9%+2.9%0.190%
4/24/2026 Columbia Advisory Partners LLC13,671$539K0.3%-28.2%0.005%
4/24/2026 Harbor Investment Advisory LLC635$25K0.0%-58.2%0.000%
4/24/2026 Lighthouse Wealth Management Inc.20,576$811K0.6%+1.6%0.008%
4/23/2026 Manchester Financial Inc.19,638$774K0.1%+1.6%0.008%
4/23/2026 OakTrust Wealth Advisors LLC67,549$2.66M2.4%+9.1%0.026%
4/23/2026 Capital Investment Counsel LLC197,043$7.77M1.1%-3.5%0.077%
4/23/2026 Flagstar Advisors Inc.36,052$1.42M0.5%+2.0%0.014%
4/23/2026 Fairway Wealth LLC3,334$131K0.0%N/A0.001%
4/23/2026 Ameliora Wealth Management Ltd.175,394$6.92M2.2%+8,352.7%0.068%
4/23/2026 Barry Investment Advisors LLC25,715$1.01M0.2%+11.0%0.010%
4/23/2026 Continuum Advisory LLC101,436$4M0.4%+1.7%0.039%
4/23/2026 Pinnacle Bancorp Inc.10,183$402K0.1%+45.9%0.004%
4/23/2026 Apollon Wealth Management LLC101,149$3.99M0.1%-5.0%0.039%
4/23/2026 Horizon Advisory Services Inc.26,316$1.04M0.5%+3.2%0.010%
4/23/2026 Formidable Asset Management LLC77,668$2.98M0.5%-7.0%0.030%
4/22/2026 Janney Montgomery Scott LLC911,680$35.95M0.1%+8.9%0.354%
4/22/2026 Trilogy Capital Inc.562,650$22.19M1.0%+1.6%0.219%
4/22/2026 Econ Financial Services Corp241,302$9.52M4.4%+34.3%0.094%
4/21/2026 Maridea Wealth Management LLC80,975$3.19M0.5%+35.1%0.031%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC193,437$7.63M0.5%+10.1%0.075%
4/21/2026 Independent Wealth Network Inc.18,298$721K0.2%+1.7%0.007%
4/21/2026 Dagco Inc.413,183$16.29M3.5%+11.6%0.161%
4/21/2026 Fairvoy Private Wealth LLC141,150$5.57M1.3%-53.4%0.055%
4/21/2026 Silver Oak Securities Incorporated76,256$3.01M0.2%-17.9%0.030%
4/20/2026 Kestra Private Wealth Services LLC299,257$11.80M0.1%-0.9%0.116%
4/20/2026 RFG Advisory LLC300,293$11.84M0.2%+15.7%0.117%
4/20/2026 Fifth Third Wealth Advisors LLC9,275$366K0.0%-6.0%0.004%
4/20/2026 Centennial Wealth Advisory LLC28,066$1.11M0.3%+16.9%0.011%
4/18/2026 PMG Wealth Management Inc.70,316$2.77M2.0%N/A0.027%
4/17/2026 Krilogy Financial LLC15,567$644K0.0%-4.8%0.006%
4/17/2026 Provident Wealth Management LLC140,345$5.53M1.7%-0.7%0.055%
4/17/2026 First City Capital Management Inc.8,100$319K0.2%+6.9%0.003%
4/17/2026 Certified Advisory Corp215,374$8.49M0.8%+1.0%0.084%
4/17/2026 Total Clarity Wealth Management Inc.10,614$419K0.1%-3.2%0.004%
4/17/2026 AdvisorNet Financial Inc41,274$1.63M0.1%+11.3%0.016%
4/17/2026 Summit Wealth Partners LLC14,189$559K0.1%-5.2%0.006%
4/17/2026 IFC & Insurance Marketing Inc.88,394$3.49M3.6%+48.1%0.034%
4/17/2026 Brookstone Capital Management111,235$4.39M0.1%+18.9%0.043%
4/16/2026 Balboa Wealth Partners6,675$263K0.0%-13.4%0.003%
4/16/2026 Park National Corp OH3,472,041$136.90M4.2%+1.9%1.353%
4/16/2026 Founders Financial Securities LLC14,014$583K0.0%-42.2%0.005%
4/16/2026 Genesis Private Wealth LLC86,346$3.41M1.1%+2.1%0.034%
4/16/2026 Baron Wealth Management LLC187,931$7.41M2.2%+13.3%0.073%
4/15/2026 Nations Financial Group Inc. IA ADV224,997$8.87M0.5%+9.7%0.088%
3/23/2026 J. Derek Lewis & Associates Inc.23,171$888K0.2%N/A0.009%
3/17/2026Rockefeller Capital Management L.P.1,122,947$43.03M0.1%+92.2%0.448%
3/13/2026 World Investment Advisors15,283$586K0.0%N/A0.006%


SDVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDVY shares?

During the previous two years, 624 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 ($953.87M), Morgan Stanley ($687.72M), Raymond James Financial Inc. ($540.51M), Wells Fargo & Company MN ($476.68M), Bank of America Corp DE ($303.49M), Cetera Investment Advisers ($295.68M), and UBS Group AG ($265.99M).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 586 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. ($14.58M), LPL Financial LLC ($11.26M), Cetera Investment Advisers ($4.42M), Capital Investment Advisors LLC ($4.37M), Park National Corp OH ($3.48M), Harbour Investments Inc. ($2.62M), and HighTower Advisors LLC ($2.22M).

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

Institutional investors have bought a total of 38,600,030 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 225 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: Northwestern Mutual Wealth Management Co. ($1.66M), Csenge Advisory Group ($615.77K), Steward Partners Investment Advisory LLC ($578.51K), NewEdge Advisors LLC ($527.30K), Advance Capital Management Inc. ($494.07K), Raymond James Financial Inc. ($477.62K), and Bank of America Corp DE ($454.05K).

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

Institutional investors have sold a total of 13,189,342 shares in the last 24 months. This volume of shares sold represents approximately $483.89M in transactions.


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This page (NASDAQ:SDVY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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