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

First Trust SMID Cap Rising Dividend Archievers ETF logo
$34.32 -0.03 (-0.09%)
Closing price 03/26/2025 04:00 PM Eastern
Extended Trading
$34.32 -0.01 (-0.01%)
As of 03/26/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
422
Total
Institutional Inflows
(last 12 months)
$2.46B
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$132.80M
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SDVY Institutional Buying and Selling by Quarter

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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
3/21/2025Prostatis Group LLC110,218$3.95M1.2%+17.6%0.049%
3/17/2025 Wealth Enhancement Advisory Services LLC638,953$22.91M0.0%+12.8%0.287%
3/14/2025Keystone Financial Services LLC15,999$574K0.5%N/A0.007%
3/12/2025 Centaurus Financial Inc.3,055$110K0.0%N/A0.001%
3/6/2025 Arcadia Wealth Management Inc.29,064$1.04M0.9%N/A0.013%
2/28/2025 Park Square Financial Group LLC852$31K0.0%N/A0.000%
2/26/2025 LM Advisors LLC21,180$760K0.1%+114.4%0.010%
2/25/2025 B. Riley Wealth Advisors Inc.37,728$1.35M0.0%+18.3%0.017%
2/24/2025 United Advisor Group LLC43,395$1.56M0.3%+28.6%0.019%
2/20/2025 Griffith & Werner Inc.68,004$2.44M1.6%N/A0.031%
2/20/2025 Michels Family Financial LLC8,401$301K0.3%N/A0.004%
2/19/2025 Formidable Asset Management LLC74,309$2.66M0.4%+4.1%0.033%
2/19/2025 Richmond Investment Services LLC212,459$7.62M4.3%N/A0.095%
2/19/2025 Parr Mcknight Wealth Management Group LLC7,646$274K0.0%N/A0.003%
2/19/2025 WCG Wealth Advisors LLC14,114$506K0.0%-40.6%0.006%
2/18/2025 Breakthru Advisory Services LLC220,230$7.90M7.1%N/A0.099%
2/18/2025 Sunbelt Securities Inc.1,550$55K0.0%N/A0.001%
2/18/2025 Stonebridge Financial Planning Group LLC49,932$1.79M0.8%+31.2%0.022%
2/18/2025 Focus Partners Advisor Solutions LLC5,810$208K0.0%N/A0.003%
2/18/2025 First Heartland Consultants Inc.304,136$10.90M1.1%-5.2%0.136%
2/18/2025 Continuum Advisory LLC72,511$2.60M0.3%+7.5%0.033%
2/17/2025 Visionary Wealth Advisors330,497$11.85M0.7%-10.3%0.148%
2/17/2025 Snowden Capital Advisors LLC21,162$759K0.0%+13.2%0.009%
2/17/2025 Royal Bank of Canada5,599,081$200.73M0.0%+28.5%2.512%
2/17/2025 Laraway Financial Advisors Inc6,814$244K0.2%N/A0.003%
2/17/2025 Guardian Wealth Advisors LLC NC342,184$12.27M1.0%+523.6%0.154%
2/17/2025 Global Assets Advisory LLC15,048$538K0.3%-5.4%0.007%
2/17/2025 Focus Partners Wealth30,964$1.11M0.0%+2.8%0.014%
2/17/2025 Fiduciary Trust Co6,314$226K0.0%+8.0%0.003%
2/17/2025 FWL Investment Management LLC2,829$101K0.0%-92.2%0.001%
2/17/2025 Clark Capital Management Group Inc.11,259$404K0.0%+40.3%0.005%
2/17/2025 Cresset Asset Management LLC39,649$1.42M0.0%+5.9%0.018%
2/17/2025 Cambridge Investment Research Advisors Inc.2,133,057$76.47M0.3%+17.8%0.957%
2/17/2025 Capital Advantage Inc.41,358$1.48M0.3%+14.5%0.019%
2/17/2025 Cetera Investment Advisers3,447,137$123.58M0.3%+10.4%1.547%
2/17/2025 Cary Street Partners Financial LLC21,510$771K0.0%N/A0.010%
2/17/2025 Baird Financial Group Inc.1,268,466$45.48M0.1%+14.8%0.569%
2/17/2025 Bank of America Corp DE7,099,053$254.50M0.0%+23.0%3.186%
2/17/2025 Benjamin Edwards Inc.197,680$7.09M0.1%+10.4%0.089%
2/17/2025 Ameriprise Financial Inc.23,145$830K0.0%N/A0.010%
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2/17/2025 Anderson Financial Strategies LLC43,753$1.57M0.9%N/A0.020%
2/17/2025 Aptus Capital Advisors LLC374,992$13.45M0.1%+412.3%0.168%
2/14/2025 Gallagher Fiduciary Advisors LLC193,866$6.95M1.4%+3.9%0.087%
2/14/2025 Keel Point LLC52,120$1.87M0.1%+9.7%0.023%
2/14/2025 Jane Street Group LLC80,685$2.89M0.0%N/A0.036%
2/14/2025 Rehmann Capital Advisory Group83,382$2.99M0.2%+29.9%0.037%
2/14/2025 Triumph Capital Management213,329$7.65M2.6%+14.0%0.096%
2/14/2025 Comerica Bank90,890$3.26M0.0%+11.8%0.041%
2/14/2025 Owen LaRue LLC136,178$4.88M2.6%+4.1%0.061%
2/14/2025 Northern Trust Corp13,242$475K0.0%-5.6%0.006%
2/14/2025 Beacon Pointe Advisors LLC9,223$331K0.0%+12.2%0.004%
2/14/2025 Second Half Financial Partners LLC9,382$336K0.2%-3.7%0.004%
2/14/2025 Betterment LLC19,197$688K0.0%+240.9%0.009%
2/14/2025 Bolthouse Investments LLC75,278$2.70M2.5%N/A0.034%
2/14/2025 Arkos Global Advisors35,177$1.26M0.2%+4.2%0.016%
2/14/2025 Capital Analysts LLC19,188$688K0.0%+22.6%0.009%
2/14/2025 Kovitz Investment Group Partners LLC341,794$12.25M0.0%+0.3%0.153%
2/14/2025 Coppell Advisory Solutions LLC5,669$202K0.0%+51.7%0.003%
2/14/2025 MGO One Seven LLC32,617$1.17M0.0%+19.5%0.015%
2/14/2025 Harvest Investment Services LLC70,587$2.53M0.6%+2.5%0.032%
2/14/2025 Susquehanna International Group LLP58,801$2.11M0.0%N/A0.026%
2/14/2025 OneDigital Investment Advisors LLC40,714$1.46M0.0%+31.3%0.018%
2/14/2025 Stifel Financial Corp2,771,753$99.37M0.1%+11.5%1.244%
2/14/2025 TD Waterhouse Canada Inc.18,860$676K0.0%+16.4%0.008%
2/14/2025 Tower Research Capital LLC TRC 7,717$277K0.0%N/A0.003%
2/14/2025 IronBridge Private Wealth LLC75,376$2.70M1.0%+6.8%0.034%
2/14/2025 MML Investors Services LLC1,410,666$50.57M0.2%+24.8%0.633%
2/14/2025 Mach 1 Financial Group LLC23,869$856K1.5%-90.3%0.011%
2/14/2025 First Trust Advisors LP763,274$27.35M0.0%+1,699.1%0.343%
2/14/2025 Frederick Financial Consultants LLC8,534$306K0.2%N/A0.004%
2/14/2025 GeoWealth Management LLC13,140$471K0.0%-21.4%0.006%
2/14/2025 Concourse Financial Group Securities Inc.191,672$7.26M0.4%+6.7%0.086%
2/13/2025 NewEdge Advisors LLC673,608$24.15M0.1%+81.3%0.302%
2/13/2025 Insigneo Advisory Services LLC20,083$720K0.1%+13.2%0.009%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC108,334$3.88M4.2%N/A0.049%
2/13/2025 Main Street Financial Solutions LLC19,781$709K0.1%+25.2%0.009%
2/13/2025 Regal Investment Advisors LLC23,850$855K0.1%+66.6%0.011%
2/13/2025 CacheTech Inc.6,310$226K0.0%N/A0.003%
2/13/2025 Dagco Inc.285,370$10.23M3.4%+30.7%0.128%
2/13/2025 LaSalle St. Investment Advisors LLC7,342$263K0.1%+17.6%0.003%
2/13/2025 Belpointe Asset Management LLC29,112$1.05M0.1%+2.9%0.013%
2/13/2025 CreativeOne Wealth LLC43,695$1.57M0.0%-8.8%0.020%
2/13/2025 Mariner LLC372,568$13.36M0.0%+8.1%0.167%
2/13/2025 Synovus Financial Corp138,244$4.96M0.1%+14.5%0.062%
2/13/2025 Entruity Wealth LLC68,624$2.46M2.4%N/A0.031%
2/13/2025 Townsquare Capital LLC7,650$274K0.0%+20.8%0.003%
2/13/2025 Rockefeller Capital Management L.P.423,604$15.19M0.0%+2.4%0.190%
2/13/2025 Elios Financial Group Inc.104,123$3.73M1.8%-3.1%0.047%
2/13/2025 Glass Jacobson Investment Advisors llc1,199$43K0.0%N/A0.001%
2/13/2025 Solano Wealth Investment Advisors LLC351,147$12.59M7.6%N/A0.158%
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2/13/2025 Scotia Capital Inc.52,883$1.90M0.0%+153.3%0.024%
2/13/2025 Kraft Davis & Associates LLC7,731$281K0.1%N/A0.003%
2/13/2025 Advisory Services Network LLC13,427$481K0.0%-36.5%0.006%
2/13/2025 Renaissance Technologies LLC71,200$2.55M0.0%N/A0.032%
2/13/2025 Bank of Montreal Can1,192$43K0.0%N/A0.001%
2/13/2025 Concentrum Wealth Management12,443$446K0.2%N/A0.006%
2/13/2025 Titleist Asset Management LLC83,300$2.99M0.3%+1.8%0.037%
2/13/2025 Envestnet Asset Management Inc.2,974,793$106.65M0.0%+16.9%1.335%
2/13/2025 Perennial Investment Advisors LLC6,448$231K0.0%N/A0.003%
2/13/2025 Wells Fargo & Company MN12,732,120$456.45M0.1%+20.6%5.713%
(Data available from 1/1/2016 forward)

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SDVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDVY shares?

During the previous two years, 479 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 ($786.40M), Wells Fargo & Company MN ($456.45M), Raymond James Financial Inc. ($381.30M), Bank of America Corp DE ($254.50M), Royal Bank of Canada ($200.73M), Raymond James & Associates ($154.06M), and Capital Investment Advisors LLC ($125.84M).Learn more on SDVY's institutional investors.

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

Of the 456 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: Raymond James Financial Inc. ($10.64M), LPL Financial LLC ($10.31M), Wells Fargo & Company MN ($4.18M), Capital Investment Advisors LLC ($3.50M), Park National Corp OH ($2.83M), Commonwealth Equity Services LLC ($2.42M), and Raymond James & Associates ($2.36M).

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

Institutional investors have bought a total of 89,579,572 shares in the last 24 months. This purchase volume represents approximately $3.13B in transactions.

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

Of the 155 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: GUNN & Co INVESTMENT MANAGEMENT INC. ($861.79K), Horizon Advisory Services Inc. ($774.31K), LPL Financial LLC ($449.79K), Commonwealth Equity Services LLC ($303.49K), Raymond James Financial Services Advisors Inc. ($225.70K), Mach 1 Financial Group LLC ($222.57K), and Regal Investment Advisors LLC ($173.53K).

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

Institutional investors have sold a total of 6,586,625 shares in the last 24 months. This volume of shares sold represents approximately $238.92M in transactions.


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This page (NASDAQ:SDVY) was last updated on 3/27/2025 by MarketBeat.com Staff
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