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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$41.54 0.00 (0.00%)
As of 05/22/2026 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)
436
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$465.30M
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Skip Chart & View Institutional Buying and Selling Data

SDVY Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 J. Derek Lewis & Associates Inc.24,115$951K0.2%+4.1%0.009%
5/19/2026 Western Wealth Management LLC849,178$33.48M1.2%+12.3%0.328%
5/19/2026 Cornerstone Wealth LLC TN31,919$1.35M0.8%N/A0.012%
5/19/2026 NewEdge Advisors LLC639,713$25.22M0.5%-36.3%0.247%
5/19/2026 Bank of America Corp DE9,463,585$373.15M0.0%+6.3%3.656%
5/19/2026 Arkadios Wealth Advisors861,728$33.98M0.6%+191.4%0.333%
5/19/2026 IFS Group LLC11,871$468K0.4%N/A0.005%
5/18/2026 Sunbelt Securities Inc.7,576$299K0.0%+112.1%0.003%
5/18/2026 Royal Bank of Canada6,670,911$263.03M0.0%+5.1%2.577%
5/16/2026 IMG Wealth Management Inc.139,732$5.51M3.5%-4.4%0.054%
5/16/2026 Quantinno Capital Management LP5,734$226K0.0%N/A0.002%
5/15/2026 Gateway Wealth Partners LLC351,046$13.84M0.5%+138.9%0.136%
5/15/2026 Blue Chip Partners LLC607,551$23.96M1.7%+2.8%0.235%
5/15/2026 Everest Financial Group LLC38,150$1.50M0.2%N/A0.015%
5/15/2026 Waverly Advisors LLC70,735$2.79M0.0%+4.9%0.027%
5/14/2026 Renaissance Technologies LLC64,800$2.56M0.0%N/A0.025%
5/14/2026 Hilltop Holdings Inc.41,207$1.63M0.1%-11.7%0.016%
5/14/2026 Modern Wealth Management LLC19,868$790K0.0%-14.1%0.008%
5/14/2026 Sei Investments Co.6,590$260K0.0%+5.2%0.003%
5/13/2026 Cetera Investment Advisers7,943,362$313.21M0.3%+2.9%3.069%
5/13/2026 First Trust Advisors LP535,680$21.11M0.0%+17.7%0.207%
5/8/2026 PNC Financial Services Group Inc.4,122$163K0.0%-12.1%0.002%
5/8/2026 JSF 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%
5/7/2026 Parallel Advisors LLC21,792$859K0.0%+27.8%0.008%
5/7/2026 Decker Wealth Management LLC628,685$24.79M5.6%N/A0.243%
5/7/2026 Spartan Wealth Advisory Services LLC55,959$2.21M0.2%N/A0.022%
5/6/2026 Juno Financial Group LLC49,139$1.94M0.8%+6.9%0.019%
5/6/2026 Advisortrust Partners LLC18,151$716K0.3%+53.8%0.007%
5/6/2026 Assetmark Inc.6,038$238K0.0%+8.0%0.002%
5/6/2026 Goodman Financial Corp15,761$621K0.1%N/A0.006%
5/6/2026 Bessemer Group Inc.8,871$350K0.0%+6.8%0.003%
5/6/2026 Gerald 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%
5/6/2026 Gaddis Premier Wealth Advisors LLC152,033$6.00M4.4%+1.9%0.059%
5/5/2026 D.A. Davidson & CO.736,973$29.06M0.2%+9.5%0.285%
5/5/2026 Bank of New York Mellon Corp47,306$1.87M0.0%+13.2%0.018%
5/5/2026 Gentry Private Wealth LLC9,285$366K0.2%-4.8%0.004%
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5/5/2026 Collaborative Wealth Managment Inc.8,279$326K0.1%-77.6%0.003%
5/5/2026 Geneos Wealth Management Inc.35,141$1.39M0.0%-1.2%0.014%
5/5/2026 NFSG Corp3,448$136K0.0%+19.1%0.001%
5/5/2026 Ethos Financial Group LLC50,604$2.00M0.1%N/A0.020%
5/5/2026 LFA Lugano Financial Advisors SA1,550$61K0.0%-98.6%0.001%
5/5/2026 Sanctuary 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%
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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%


SDVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 628 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 592 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), Capital Investment Advisors LLC ($4.37M), Park National Corp OH ($3.48M), Cetera Investment Advisers ($3.41M), Harbour Investments Inc. ($2.62M), and Bank of America Corp DE ($2.51M).

Institutional investors have bought a total of 34,312,442 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Of the 218 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 ($891.87K), Csenge Advisory Group ($615.77K), Advance Capital Management Inc. ($494.07K), Raymond James Financial Inc. ($477.62K), Bank of America Corp DE ($454.05K), and Smith Chas P & Associates PA Cpas ($445.24K).

Institutional investors have sold a total of 12,567,084 shares in the last 24 months. This volume of shares sold represents approximately $465.30M in transactions.


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This page (NASDAQ:SDVY) was last updated on 5/25/2026 by MarketBeat.com Staff.
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