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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$43.28 +0.45 (+1.05%)
As of 07/24/2026 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)
427
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$420.57M
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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
7/10/2026 Accel Wealth Management68,241$2.94M0.7%+11.5%0.026%
7/10/2026 Dagco Inc.428,281$18.48M3.4%+3.7%0.163%
7/10/2026 City Holding Co.41,191$1.78M0.2%+5.2%0.016%
7/10/2026 Redhawk Wealth Advisors Inc.16,133$696K0.1%-36.8%0.006%
7/10/2026 Wealthcare Advisory Partners LLC323,604$13.96M0.3%+1.5%0.123%
7/9/2026 Key Client Fiduciary Advisors LLC158,158$6.82M2.0%-1.9%0.060%
7/9/2026 Barry Investment Advisors LLC35,678$1.54M0.3%+38.7%0.014%
7/9/2026 World Equity Group Inc.15,715$678K0.2%+10.5%0.006%
7/9/2026 Focus Financial Network Inc.442,090$19.07M0.6%+6.5%0.168%
7/9/2026 IFC & Insurance Marketing Inc.95,140$4.10M3.6%+7.6%0.036%
7/9/2026 Whitaker Myers Wealth Managers LTD.11,756$507K0.1%-7.0%0.004%
7/9/2026 Arista Wealth Management LLC37,284$1.61M0.2%-4.7%0.014%
7/9/2026 Crumly & Associates Inc.468,829$20.23M3.9%+8.1%0.178%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.18,529$799K0.3%+2.8%0.007%
7/8/2026 First Heartland Consultants Inc.216,902$9.36M0.6%+5.0%0.082%
7/8/2026 TrueWealth Advisors LLC277,141$11.96M2.7%+3.9%0.105%
7/7/2026 Quad Cities Investment Group LLC10,742$463K0.2%-3.0%0.004%
7/7/2026 Balefire LLC31,533$1.36M0.2%+122.5%0.012%
7/7/2026 Dynamic Advisor Solutions LLC132,336$5.71M0.2%+11.8%0.050%
7/7/2026 Baron Wealth Management LLC213,371$9.21M2.4%+13.5%0.081%
7/7/2026 Wisconsin Wealth Advisors LLC102,662$4.43M3.8%-0.4%0.039%
7/6/2026 Hobart Private Capital LLC252,038$10.87M1.9%+3.2%0.096%
7/6/2026 Trilogy Capital Inc.583,903$25.19M1.0%+3.8%0.222%
7/2/2026 CX Institutional130,347$5.62M0.2%+2.0%0.050%
6/18/2026Western Wealth Management LLC849,178$33.48M1.2%+12.3%0.328%
6/18/2026Southern Financial Group LLC1,303,502$51.40M14.4%+0.9%0.504%
6/9/2026 Rathbones Group PLC16,530$652K0.0%+6.9%0.006%
6/8/2026Pine Valley Investments Ltd Liability Co386,211$15.23M0.7%-11.2%0.149%
6/3/2026Parallel Advisors LLC21,792$859K0.0%+27.8%0.008%
6/3/2026NewEdge Advisors LLC932,398$36.76M0.1%-7.2%0.360%
6/1/2026 Financial Solutions Advisory Group Inc.7,426$293K0.0%N/A0.003%
6/1/2026Integrated Investment Consultants LLC6,905$272K0.1%+6.1%0.003%
6/1/2026Keel Point LLC55,393$2.18M0.1%+2.9%0.021%
5/29/2026Ipsen Advisor Group LLC65,234$2.57M1.8%+5.4%0.025%
5/28/2026Cozad Asset Management Inc.108,781$4.29M0.3%+8.9%0.042%
5/21/2026J. Derek Lewis & Associates Inc.24,115$951K0.2%+4.1%0.009%
5/19/2026Western Wealth Management LLC849,178$33.48M1.2%+12.3%0.328%
5/19/2026Cornerstone Wealth LLC TN31,919$1.35M0.8%N/A0.012%
5/19/2026NewEdge Advisors LLC639,713$25.22M0.5%-36.3%0.247%
5/19/2026Bank of America Corp DE9,463,585$373.15M0.0%+6.3%3.656%
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5/19/2026Arkadios Wealth Advisors861,728$33.98M0.6%+191.4%0.333%
5/19/2026 IFS Group LLC11,871$468K0.4%N/A0.005%
5/18/2026Sunbelt Securities Inc.7,576$299K0.0%+112.1%0.003%
5/18/2026Royal Bank of Canada6,670,911$263.03M0.0%+5.1%2.577%
5/16/2026IMG Wealth Management Inc.139,732$5.51M3.5%-4.4%0.054%
5/16/2026Quantinno Capital Management LP5,734$226K0.0%N/A0.002%
5/15/2026Gateway Wealth Partners LLC351,046$13.84M0.5%+138.9%0.136%
5/15/2026Blue Chip Partners LLC607,551$23.96M1.7%+2.8%0.235%
5/15/2026Everest Financial Group LLC38,150$1.50M0.2%N/A0.015%
5/15/2026Waverly Advisors LLC70,735$2.79M0.0%+4.9%0.027%
5/14/2026Renaissance Technologies LLC64,800$2.56M0.0%N/A0.025%
5/14/2026Hilltop Holdings Inc.41,207$1.63M0.1%-11.7%0.016%
5/14/2026Modern Wealth Management LLC19,868$790K0.0%-14.1%0.008%
5/14/2026Sei Investments Co.6,590$260K0.0%+5.2%0.003%
5/13/2026Cetera Investment Advisers7,943,362$313.21M0.3%+2.9%3.069%
5/13/2026First Trust Advisors LP535,680$21.11M0.0%+17.7%0.207%
5/8/2026PNC Financial Services Group Inc.4,122$163K0.0%-12.1%0.002%
5/8/2026JSF Financial LLC891,631$35.16M6.9%+55.1%0.344%
5/7/2026 Commonwealth Financial Services LLC50,390$1.99M0.3%+4.6%0.019%
5/7/2026 Balefire LLC14,174$559K0.1%+46.8%0.005%
5/7/2026Parallel Advisors LLC21,792$859K0.0%+27.8%0.008%
5/7/2026Decker Wealth Management LLC628,685$24.79M5.6%N/A0.243%
5/7/2026Spartan Wealth Advisory Services LLC55,959$2.21M0.2%N/A0.022%
5/6/2026Juno Financial Group LLC49,139$1.94M0.8%+6.9%0.019%
5/6/2026Advisortrust Partners LLC18,151$716K0.3%+53.8%0.007%
5/6/2026Assetmark Inc.6,038$238K0.0%+8.0%0.002%
5/6/2026Goodman Financial Corp15,761$621K0.1%N/A0.006%
5/6/2026Bessemer Group Inc.8,871$350K0.0%+6.8%0.003%
5/6/2026Gerald Baker Financial Group LLC86,623$3.11M1.0%N/A0.033%
5/6/2026 Independent Financial Group LLC304,547$12.01M0.4%N/A0.118%
5/6/2026 Advantage Trust Co443,500$17.49M7.8%+1.1%0.171%
5/6/2026Gaddis Premier Wealth Advisors LLC152,033$6.00M4.4%+1.9%0.059%
5/5/2026D.A. Davidson & CO.736,973$29.06M0.2%+9.5%0.285%
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%
5/5/2026Sigma Planning Corp300,698$11.86M0.3%+3.1%0.116%
5/4/2026Retirement 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%
5/2/2026Anchor Investment Management LLC770$30K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp100,695$3.97M0.0%N/A0.039%
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5/1/2026Sovran Advisors LLC16,048$679K0.1%-2.4%0.006%
5/1/2026 Darwin Wealth Management LLC73,270$2.89M0.9%-6.0%0.028%
5/1/2026Triton Wealth Management PLLC23,805$951K0.4%+21.2%0.009%
5/1/2026Simplicity Wealth LLC144,108$5.68M0.3%+68.1%0.056%
5/1/2026Arbor Capital Management Inc. ADV12,440$515K0.4%+2.2%0.005%
4/30/2026 Torren Management LLC1,265$50K0.0%N/A0.000%
4/30/2026Stiles Financial Services Inc20,982$827K0.3%+2.2%0.008%
4/30/2026Elevated Capital Advisors LLC20,009$789K0.2%-2.3%0.008%
4/30/2026 Mason & Associates Inc81,677$3.14M0.6%+2.9%0.032%
4/30/2026Cherry Creek Investment Advisors Inc.59,136$2.33M1.0%-5.1%0.023%


SDVY Institutional Ownership - Frequently Asked Questions

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 ($373.15M), Cetera Investment Advisers ($313.21M), and UBS Group AG ($265.99M).Learn more on First Trust SMID Cap Rising Dividend Achievers ETF's institutional investors.

Of the 590 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 ($3.41M), Park National Corp OH ($2.83M), Harbour Investments Inc. ($2.62M), Bank of America Corp DE ($2.51M), and HighTower Advisors LLC ($2.22M).

Institutional investors have bought a total of 32,576,696 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Of the 199 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), NewEdge Advisors LLC ($963.75K), Csenge Advisory Group ($615.77K), Raymond James Financial Inc. ($477.62K), Bank of America Corp DE ($454.05K), Smith Chas P & Associates PA Cpas ($445.24K), and N.E.W. Advisory Services LLC ($415.99K).

Institutional investors have sold a total of 11,281,296 shares in the last 24 months. This volume of shares sold represents approximately $420.57M in transactions.


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This page (NASDAQ:SDVY) was last updated on 7/25/2026 by MarketBeat.com Staff.
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