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

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Institutional Ownership Changes (13F Filings) for First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$818.02M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$129.32M
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SDVY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024SeaCrest Wealth Management LLC11,109$387K0.0%N/A0.009%
4/18/2024Naviter Wealth LLC102,975$3.59M0.6%-15.9%0.087%
4/18/2024tru Independence LLC29,021$1.01M0.3%+9.9%0.025%
4/17/2024Founders Financial Securities LLC8,155$284K0.0%N/A0.007%
4/16/2024Pinnacle Bancorp Inc.2,568$89K0.0%+58.7%0.002%
4/16/2024Investment Partners LTD.21,271$741K0.3%+1.5%0.018%
4/16/2024RiverTree Advisors LLC177,716$6.19M4.2%+2.7%0.151%
4/16/2024Wealth Enhancement Advisory Services LLC518,530$18.06M0.0%+10.3%0.439%
4/15/2024Wealthcare Advisory Partners LLC136,108$4.74M0.2%-4.5%0.115%
4/15/2024Key Client Fiduciary Advisors LLC14,228$495K0.3%+27.5%0.012%
4/15/2024Hobart Private Capital LLC171,984$5.99M1.8%+20.5%0.146%
4/15/2024Elevated Capital Advisors LLC167,152$5.82M1.7%+791.2%0.142%
4/15/2024Davis Investment Partners LLC20,819$697K0.3%N/A0.018%
4/15/2024Flagstar Advisors Inc.74,326$2.59M0.7%+19.6%0.063%
4/15/2024Kingswood Wealth Advisors LLC15,407$536K0.1%N/A0.013%
4/13/2024 Quad Cities Investment Group LLC10,557$368K0.2%+29.2%0.009%
4/12/2024 Global Assets Advisory LLC549,672$19.14M0.1%+3,359.7%0.472%
4/12/2024 Southland Equity Partners LLC12,719$443K0.1%+23.9%0.011%
4/12/2024 Purus Wealth Management LLC48,639$1.69M0.8%-1.3%0.042%
4/11/2024 San Luis Wealth Advisors LLC56,693$1.97M1.0%N/A0.049%
4/11/2024 International Assets Investment Management LLC30,333$1.05M0.0%+67.6%0.026%
4/11/2024 DHJJ Financial Advisors Ltd.5,016$175K0.1%-12.7%0.004%
4/11/2024 SignalPoint Asset Management LLC86,830$3.02M0.8%-35.1%0.075%
4/11/2024 RFG Advisory LLC90,466$3.15M0.1%+72.1%0.078%
4/10/2024 Aprio Wealth Management LLC180,798$6.30M1.2%+12.6%0.156%
4/10/2024 Inscription Capital LLC7,255$249K0.1%N/A0.006%
4/5/2024 NBC Securities Inc.30,404$1.16M0.1%+46.5%0.035%
3/15/2024BlueChip Wealth Advisors LLC54,140$1.77M1.2%N/A0.062%
3/15/2024B. Riley Wealth Advisors Inc.34,027$1.12M0.0%+76.0%0.039%
3/14/2024Leo Wealth LLC46,949$1.56M0.2%N/A0.054%
3/1/2024Creekmur Asset Management LLC5,855$192K0.1%N/A0.007%
3/1/2024Goldman Sachs Group Inc.74,645$2.45M0.0%-15.1%0.086%
2/16/2024Secured Retirement Advisors LLC75,158$2.46M2.4%N/A0.087%
2/16/2024Harbour Investments Inc.189,608$6.21M0.3%+83.9%0.218%
2/15/2024Arkos Global Advisors15,337$503K0.1%N/A0.018%
2/15/2024Virtue Capital Management LLC11,077$353K0.1%-30.2%0.013%
2/15/2024Gallagher Fiduciary Advisors LLC151,859$4.98M0.2%N/A0.175%
2/15/2024Baird Financial Group Inc.837,204$27.44M0.1%+5.3%0.965%
2/15/2024Comerica Bank39,675$1.30M0.0%+29.3%0.046%
2/14/2024Royal Bank of Canada1,805,918$59.18M0.0%+42.3%2.081%
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2/14/2024Continuum Advisory LLC39,589$1.30M0.2%+26.8%0.046%
2/14/2024Kestra Advisory Services LLC511,587$16.77M0.1%+190.9%0.589%
2/14/2024Barometer Capital Management Inc.18,500$606K0.2%N/A0.021%
2/14/2024Icon Wealth Advisors LLC3,368$110K0.0%N/A0.004%
2/14/2024MGO One Seven LLC21,984$720K0.0%-9.8%0.025%
2/14/2024Visionary Wealth Advisors131,208$4.30M0.3%+212.5%0.151%
2/14/2024VitalStone Financial LLC1,182$39K0.0%N/A0.001%
2/14/2024Cresset Asset Management LLC27,148$890K0.0%+64.1%0.031%
2/14/2024Regal Investment Advisors LLC24,964$818K0.1%-9.4%0.029%
2/13/2024Envestnet Asset Management Inc.1,045,738$34.27M0.0%-9.9%1.205%
2/13/2024Cetera Advisor Networks LLC407,870$13.37M0.1%+88.8%0.470%
2/13/2024Per Stirling Capital Management LLC.201,318$6.60M1.2%+1.8%0.232%
2/13/2024Oppenheimer & Co. Inc.50,181$1.64M0.0%+32.2%0.058%
2/13/2024Goldman Sachs Group Inc.74,645$2.45M0.0%-15.1%0.086%
2/12/2024ORBA Wealth Advisors L.L.C.28,461$933K0.6%N/A0.033%
2/12/2024Chiron Capital Management LLC44,629$1.46M1.3%-4.0%0.051%
2/12/2024Harvest Investment Services LLC48,935$1.60M0.7%-6.3%0.056%
2/12/2024Laidlaw Wealth Management LLC22,162$726K0.3%-9.4%0.026%
2/12/2024StoneX Group Inc.136,139$4.46M0.5%+120.9%0.157%
2/12/2024TD Capital Management LLC2,026$66K0.0%+27.7%0.002%
2/12/2024Stifel Financial Corp1,569,284$51.43M0.1%+57.7%1.808%
2/12/2024Steward Partners Investment Advisory LLC456,026$14.94M0.2%+108.8%0.525%
2/12/2024Pine Valley Investments Ltd Liability Co365,119$11.97M0.9%+71.4%0.421%
2/12/2024Hilltop Holdings Inc.71,898$2.36M0.3%+0.6%0.083%
2/9/2024US Bancorp DE81,840$2.68M0.0%-5.2%0.094%
2/9/2024Cambridge Investment Research Advisors Inc.1,124,901$36.86M0.2%+127.5%1.296%
2/9/2024D.A. Davidson & CO.248,831$8.15M0.1%+19.1%0.287%
2/9/2024Wells Fargo & Company MN4,477,768$146.74M0.0%+81.4%5.159%
2/9/2024Gladstone Institutional Advisory LLC57,575$1.89M0.1%-13.2%0.066%
2/9/2024UBS Group AG1,705,975$55.91M0.0%+45.1%1.965%
2/8/2024Main Street Financial Solutions LLC14,413$472K0.1%+13.8%0.017%
2/8/2024Independent Advisor Alliance8,212$269K0.0%N/A0.009%
2/8/2024Level Four Advisory Services LLC12,410$407K0.0%N/A0.014%
2/8/2024Financial Advocates Investment Management97,863$3.21M0.2%+8.7%0.113%
2/8/2024First Heartland Consultants Inc.140,639$4.61M0.6%-0.2%0.162%
2/8/2024Kingsview Wealth Management LLC61,192$2.01M0.1%+26.3%0.070%
2/8/2024MinichMacGregor Wealth Management LLC36,801$1.21M0.3%-3.3%0.042%
2/8/2024Foundations Investment Advisors LLC30,666$984K0.0%+82.7%0.035%
2/8/2024Janney Montgomery Scott LLC243,826$7.99M0.0%+12.0%0.281%
2/7/2024Avantax Advisory Services Inc.102,462$3.36M0.0%+105.2%0.118%
2/7/2024Envestnet Portfolio Solutions Inc.30,833$1.01M0.0%+31.1%0.036%
2/7/2024 NBC Securities Inc.20,757$680K0.1%+14.7%0.024%
2/7/2024Cary Street Partners Investment Advisory LLC10,600$347K0.0%N/A0.012%
2/7/2024Principal Securities Inc.14,748$483K0.0%N/A0.017%
2/7/2024Advantage Trust Co373,175$12.23M9.6%N/A0.430%
2/6/2024N.E.W. Advisory Services LLC11,937$391K0.0%N/A0.014%
2/6/2024Apollon Wealth Management LLC26,954$883K0.0%N/A0.031%
2/6/2024Lincoln National Corp15,848$519K0.0%+24.3%0.018%
2/6/2024Private Advisor Group LLC697,464$22.86M0.2%+43.6%0.804%
2/6/2024Wealthcare Advisory Partners LLC142,556$4.67M0.2%N/A0.164%
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2/6/2024Spire Wealth Management76,433$2.44M0.1%+2.0%0.088%
2/6/2024Avidian Wealth Solutions LLC15,866$520K0.0%+4.8%0.018%
2/6/2024U.S. Capital Wealth Advisors LLC10,215$335K0.0%-9.5%0.012%
2/6/2024Benjamin F. Edwards & Company Inc.125,480$4.11M0.1%+11.1%0.145%
2/6/2024Commonwealth Equity Services LLC1,087,452$35.64M0.1%+159.1%1.253%
2/5/2024Owen LaRue LLC91,390$3.00M2.8%+3.6%0.105%
2/5/2024Mach 1 Financial Group LLC128,889$4.22M1.6%+761.4%0.148%
2/5/2024Stonebridge Financial Planning Group LLC8,878$291K0.2%N/A0.010%
2/5/2024Cozad Asset Management Inc.62,397$2.05M0.2%-4.9%0.072%
2/5/2024Kestra Private Wealth Services LLC250,075$8.20M0.2%-13.6%0.288%
(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, 245 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), Morgan Stanley ($112.27M), Raymond James & Associates ($84.53M), Truist Financial Corp ($68.94M), Royal Bank of Canada ($59.18M), and UBS Group AG ($55.91M).Learn more on SDVY's institutional investors.

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

Of the 239 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: Wells Fargo & Company MN ($2.73M), LPL Financial LLC ($2.72M), Morgan Stanley ($2.56M), Truist Financial Corp ($2.23M), Raymond James & Associates ($1.76M), Royal Bank of Canada ($1.61M), and UBS Group AG ($1.54M).

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

Institutional investors have bought a total of 41,745,330 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

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

Of the 113 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), Envestnet Asset Management Inc. ($468.12K), LPL Financial LLC ($449.79K), Truist Financial Corp ($432.07K), Crumly & Associates Inc. ($380.54K), and Morgan Stanley ($294.41K).

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

Institutional investors have sold a total of 7,680,272 shares in the last 24 months. This volume of shares sold represents approximately $339.57M in transactions.


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This page (NASDAQ:SDVY) was last updated on 4/18/2024 by MarketBeat.com Staff

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