Free Trial
→ HOTTEST TRADER IN AMERICA 🔥🔥🔥 (From Timothy Sykes) (Ad) Free SDVY Stock Alerts

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

First Trust SMID Cap Rising Dividend Archievers ETF logo
$37.50 +0.07 (+0.19%)
As of 01/17/2025 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
299
Total
Institutional Inflows
(last 12 months)
$1.52B
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$82.40M
Get SDVY Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust SMID Cap Rising Dividend Archievers ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SDVY Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Lifestyle Asset Management Inc.148,574$5.33M2.9%N/A0.069%
1/17/2025Key Client Fiduciary Advisors LLC24,302$871K0.4%-2.7%0.011%
1/17/2025Secure Asset Management LLC165,981$5.95M0.9%+264.2%0.077%
1/17/2025MinichMacGregor Wealth Management LLC36,684$1.32M0.3%-10.7%0.017%
1/17/2025Mutual Advisors LLC65,429$2.45M0.1%+50.1%0.030%
1/17/2025Independent Wealth Network Inc.22,483$806K0.3%+32.5%0.010%
1/17/2025Janney Montgomery Scott LLC713,298$25.57M0.1%+46.8%0.331%
1/17/2025Daymark Wealth Partners LLC401,848$14.41M0.5%+123.4%0.186%
1/17/2025Global Trust Asset Management LLC1,460$52K0.0%N/A0.001%
1/17/2025Genesis Private Wealth LLC65,632$2.35M1.3%N/A0.030%
1/17/2025Beaumont Financial Advisors LLC204,703$7.34M0.6%N/A0.095%
1/16/2025Koshinski Asset Management Inc.48,071$1.72M0.0%+1.4%0.022%
1/16/2025Purus Wealth Management LLC51,567$1.85M0.7%+5.1%0.024%
1/16/2025SFG Wealth Management LLC.20,458$733K0.4%-6.4%0.010%
1/16/2025Trueblood Wealth Management LLC81,514$2.92M1.4%+10.6%0.038%
1/16/2025City Holding Co.36,003$1.29M0.2%N/A0.017%
1/16/2025Ellsworth Advisors LLC12,259$440K0.1%+26.0%0.006%
1/16/2025RiverTree Advisors LLC158,892$5.70M3.7%+2.7%0.074%
1/16/2025Grove Bank & Trust760$27K0.0%N/A0.000%
1/15/2025 Ballew Advisors Inc21,062$756K0.5%+25.5%0.010%
1/15/2025 Ameritas Advisory Services LLC37,526$1.35M0.0%-42.1%0.017%
1/15/2025 Arkadios Wealth Advisors177,289$6.36M0.3%+29.2%0.082%
1/15/2025 B & T Capital Management DBA Alpha Capital Management314,380$11.27M2.1%N/A0.146%
1/15/2025 TrueWealth Advisors LLC251,737$9.03M3.0%-1.9%0.117%
1/15/2025 Merit Financial Group LLC69,085$2.48M0.0%N/A0.032%
1/15/2025 Grant GrossMendelsohn LLC13,835$496K0.3%+40.0%0.006%
1/15/2025 Wealthcare Advisory Partners LLC193,114$6.92M0.2%+34.3%0.090%
1/15/2025 KMG Fiduciary Partners LLC85,610$3.07M0.3%+6.7%0.040%
1/15/2025 Kraematon Investment Advisors Inc.18,615$667K0.7%+48.4%0.009%
1/15/2025 Certified Advisory Corp189,749$6.80M0.7%+10.1%0.088%
1/14/2025 Mason & Associates Inc73,490$2.64M0.6%-0.6%0.034%
1/14/2025 Pinnacle Bancorp Inc.4,255$153K0.0%+20.0%0.002%
1/14/2025 Redhawk Wealth Advisors Inc.150,303$5.39M0.7%+16.4%0.070%
1/14/2025 ARS Wealth Advisors Group LLC8,518$305K0.0%N/A0.004%
1/14/2025 Wolff Wiese Magana LLC2,007$72K0.0%N/A0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.54,869$1.97M0.4%+33.2%0.026%
1/14/2025 San Luis Wealth Advisors LLC198,784$7.13M1.3%+10.2%0.093%
1/14/2025 Fifth Third Wealth Advisors LLC6,216$223K0.0%N/A0.003%
1/14/2025 SeaCrest Wealth Management LLC12,778$458K0.0%-3.0%0.006%
1/14/2025 626 Financial LLC8,178$293K0.2%+26.0%0.004%
1/13/2025 Columbia Advisory Partners LLC9,143$328K0.3%N/A0.004%
1/13/2025 AdvisorNet Financial Inc9,692$347K0.0%+48.6%0.005%
1/13/2025 Davis Investment Partners LLC23,932$847K0.4%+9.2%0.011%
1/13/2025 Elevated Capital Advisors LLC24,167$866K0.2%-38.6%0.011%
1/13/2025 Abound Wealth Management2,421$87K0.0%-44.8%0.001%
1/13/2025 Capital Investment Advisors LLC3,510,050$125.84M2.6%+8.2%1.633%
1/13/2025 Brookstone Capital Management40,673$1.46M0.0%+73.6%0.019%
1/13/2025 EWG Elevate Inc.81,473$2.92M0.9%+2.9%0.038%
1/13/2025 Aprio Wealth Management LLC201,302$7.22M1.1%+8.5%0.094%
1/10/2025 Wealth Enhancement Advisory Services LLC565,422$20.57M0.0%-0.2%0.266%
1/10/2025 ORG Partners LLC6,050$217K0.0%+202.5%0.003%
1/8/2025 First Hawaiian Bank92,134$3.30M0.1%+68.1%0.043%
1/8/2025 Private Client Services LLC8,086$290K0.2%+9.9%0.004%
1/8/2025 International Assets Investment Management LLC46,968$1.68M0.1%N/A0.022%
1/8/2025 Park National Corp OH2,827,593$101.37M3.7%+11.7%1.329%
1/6/2025 Advance Capital Management Inc.491,017$17.60M0.8%N/A0.231%
1/3/2025 Central Pacific Bank Trust Division79,025$2.83M0.4%+46.7%0.045%
12/26/2024JPMorgan Chase & Co.145,503$5.29M0.0%+18.0%0.083%
12/13/2024B. Riley Wealth Advisors Inc.31,891$1.15M0.0%-53.1%0.018%
12/2/2024Capasso Planning Partners LLC8,933$325K0.1%+10.8%0.005%
11/25/2024Synovus Financial Corp120,709$4.39M0.1%+8.4%0.069%
11/25/2024World Investment Advisors LLC29,203$1.06M0.0%+8.0%0.017%
11/25/2024Sanctuary Advisors LLC392,716$15.56M0.1%+40.9%0.224%
11/25/2024Pine Valley Investments Ltd Liability Co385,241$14.02M0.8%+0.3%0.220%
11/18/2024Rehmann Capital Advisory Group64,200$2.33M0.2%+24.7%0.037%
11/15/2024Continuum Advisory LLC67,478$2.58M0.3%+16.2%0.039%
11/15/2024LRI Investments LLC15,000$574K0.0%N/A0.009%
11/15/2024Y Intercept Hong Kong Ltd100,110$3.64M0.2%N/A0.057%
11/15/2024MML Investors Services LLC1,130,306$41.12M0.1%+12.0%0.646%
11/15/2024Orion Portfolio Solutions LLC33,823$1.23M0.0%-30.3%0.019%
11/15/2024National Bank of Canada FI737$27K0.0%N/A0.000%
11/15/2024Insigneo Advisory Services LLC17,742$645K0.1%+28.3%0.010%
11/15/2024Kovitz Investment Group Partners LLC340,793$12.40M0.1%N/A0.195%
11/15/2024Stifel Financial Corp2,485,251$90.42M0.1%+16.3%1.420%
11/15/2024IronBridge Private Wealth LLC70,583$2.57M1.0%N/A0.040%
11/15/2024HighTower Advisors LLC1,339,074$48.74M0.1%+31.3%0.765%
11/15/2024Hilltop Holdings Inc.39,115$1.42M0.1%-18.5%0.022%
11/15/2024Benjamin Edwards Inc.179,022$6.52M0.1%+19,026.3%0.102%
11/15/2024Atlas Wealth LLC75,076$2.73M1.2%+27.9%0.043%
11/14/2024L.M. Kohn & Company6,313$230K0.1%N/A0.004%
11/14/2024Flow Traders U.S. LLC39,697$1.44M0.1%N/A0.023%
11/14/2024Icon Wealth Advisors LLC4,343$158K0.0%N/A0.002%
11/14/2024Rockefeller Capital Management L.P.413,860$15.06M0.0%+21.2%0.236%
11/14/2024Fiduciary Trust Co5,845$213K0.0%N/A0.003%
11/14/2024CreativeOne Wealth LLC47,893$1.74M0.1%+228.8%0.027%
11/13/2024Townsquare Capital LLC6,333$230K0.0%-10.1%0.004%
11/13/2024FMR LLC13,969$508K0.0%+243.4%0.008%
11/13/2024D.A. Davidson & CO.462,501$16.83M0.1%+11.3%0.264%
11/13/2024Elios Financial Group Inc.107,482$3.91M1.8%N/A0.061%
11/13/2024Acorn Wealth Advisors LLC6,031$219K0.1%N/A0.003%
11/13/2024Private Trust Co. NA35,518$1.29M0.1%+54.4%0.020%
11/13/2024Prosperity Financial Group Inc.35,581$1.29M0.7%N/A0.020%
11/13/2024Gentry Private Wealth LLC18,082$658K0.5%N/A0.010%
11/12/2024Capital Investment Counsel LLC211,513$7.70M1.3%N/A0.121%
11/12/2024StoneX Group Inc.671,089$24.41M2.1%+11.6%0.383%
11/12/2024Kingsview Wealth Management LLC70,380$2.56M0.1%+5.6%0.040%
11/12/2024Great Valley Advisor Group Inc.13,223$481K0.0%+72.9%0.008%
11/12/2024 Certified Advisory Corp172,409$6.27M0.7%N/A0.098%
11/12/2024Flagstar Advisors Inc.81,560$2.97M0.8%+0.9%0.047%
11/12/2024Meridian Wealth Management LLC39,336$1.43M0.1%+141.9%0.022%
(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, 358 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 ($654.37M), Raymond James & Associates ($154.06M), Wells Fargo & Company MN ($146.74M), Capital Investment Advisors LLC ($125.84M), Raymond James Financial Services Advisors Inc. ($109.03M), Park National Corp OH ($101.37M), and LVZ Inc. ($90.67M).Learn more on SDVY's institutional investors.

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

Of the 334 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: LPL Financial LLC ($7.07M), Capital Investment Advisors LLC ($3.50M), Park National Corp OH ($2.83M), Raymond James Financial Services Advisors Inc. ($2.43M), Raymond James & Associates ($2.42M), Wells Fargo & Company MN ($2.01M), and Truist Financial Corp ($1.83M).

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

Institutional investors have bought a total of 57,462,136 shares in the last 24 months. This purchase volume represents approximately $2.02B in transactions.

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

Of the 133 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), LPL Financial LLC ($449.79K), Commonwealth Equity Services LLC ($362.77K), Envestnet Asset Management Inc. ($353.24K), Cambridge Investment Research Advisors Inc. ($231.58K), Raymond James Financial Services Advisors Inc. ($225.70K), and Kestra Advisory Services LLC ($209.65K).

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

Institutional investors have sold a total of 5,899,543 shares in the last 24 months. This volume of shares sold represents approximately $229.57M in transactions.


Related Companies

This page (NASDAQ:SDVY) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Do this Before Elon’s Reveal on January 22nd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which ...
Crypto 101 Media | Sponsored
Trump Insider: Day One will Shock Everyone
A rare opportunity for everyday Americans like you to turn a small stake into real wealth in the stock market....
InvestorPlace | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Investing Tools You’ll Need for 2025
Investing Tools You’ll Need for 2025 Charles Payne Shares His #1 Strategy for 2025
Unstoppable Prosperity | Sponsored