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

$38.09 -0.21 (-0.55%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
280
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$79.61M
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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
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%
11/15/2024 National 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%
11/15/2024 Stifel Financial Corp2,485,251$90.42M0.1%+16.3%1.420%
11/15/2024 IronBridge Private Wealth LLC70,583$2.57M1.0%N/A0.040%
11/15/2024 HighTower Advisors LLC1,339,074$48.74M0.1%+31.3%0.765%
11/15/2024 Hilltop Holdings Inc.39,115$1.42M0.1%-18.5%0.022%
11/15/2024 Benjamin Edwards Inc.179,022$6.52M0.1%+19,026.3%0.102%
11/15/2024 Atlas Wealth LLC75,076$2.73M1.2%+27.9%0.043%
11/14/2024 L.M. Kohn & Company6,313$230K0.1%N/A0.004%
11/14/2024 Flow Traders U.S. LLC39,697$1.44M0.1%N/A0.023%
11/14/2024 Icon Wealth Advisors LLC4,343$158K0.0%N/A0.002%
11/14/2024 Rockefeller Capital Management L.P.413,860$15.06M0.0%+21.2%0.236%
11/14/2024 Fiduciary Trust Co5,845$213K0.0%N/A0.003%
11/14/2024 CreativeOne Wealth LLC47,893$1.74M0.1%+228.8%0.027%
11/13/2024 Townsquare Capital LLC6,333$230K0.0%-10.1%0.004%
11/13/2024 FMR LLC13,969$508K0.0%+243.4%0.008%
11/13/2024 D.A. Davidson & CO.462,501$16.83M0.1%+11.3%0.264%
11/13/2024 Elios Financial Group Inc.107,482$3.91M1.8%N/A0.061%
11/13/2024 Acorn Wealth Advisors LLC6,031$219K0.1%N/A0.003%
11/13/2024 Private Trust Co. NA35,518$1.29M0.1%+54.4%0.020%
11/13/2024 Prosperity Financial Group Inc.35,581$1.29M0.7%N/A0.020%
11/13/2024 Gentry Private Wealth LLC18,082$658K0.5%N/A0.010%
11/12/2024 Capital Investment Counsel LLC211,513$7.70M1.3%N/A0.121%
11/12/2024 StoneX Group Inc.671,089$24.41M2.1%+11.6%0.383%
11/12/2024 Kingsview Wealth Management LLC70,380$2.56M0.1%+5.6%0.040%
11/12/2024 Great 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%
11/12/2024 Flagstar Advisors Inc.81,560$2.97M0.8%+0.9%0.047%
11/12/2024 Meridian Wealth Management LLC39,336$1.43M0.1%+141.9%0.022%
11/12/2024 Icon Wealth Advisors LLC826$30K0.0%N/A0.000%
11/12/2024 Covenant Asset Management LLC5,900$215K0.0%N/A0.003%
11/9/2024 LPL Financial LLC17,987,114$654.37M0.3%+17.1%10.275%
11/9/2024 SSI Investment Management LLC117,110$4.26M0.3%N/A0.067%
11/8/2024 Moors & Cabot Inc.61,011$2.22M0.1%+20.1%0.035%
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11/8/2024 Stonebridge Financial Planning Group LLC38,061$1.39M0.7%+5.5%0.022%
11/8/2024 Darwin Wealth Management LLC108,159$3.94M1.1%-10.5%0.062%
11/8/2024 First Horizon Advisors Inc.192,674$7.01M0.2%+18.4%0.110%
11/8/2024 Prospera Private Wealth LLC5,512$201K0.0%N/A0.003%
11/8/2024 Avior Wealth Management LLC20,787$756K0.0%-18.0%0.012%
11/8/2024 Second Half Financial Partners LLC9,740$354K0.2%+3.9%0.006%
11/7/2024 Prospera Financial Services Inc661,829$24.08M0.6%+21.0%0.378%
11/7/2024 MAI Capital Management51,344$1.87M0.0%-25.9%0.029%
11/7/2024 Thrivent Financial for Lutherans36,550$1.33M0.0%+1.3%0.021%
11/6/2024 KPP Advisory Services LLC66,887$2.43M0.6%+238.1%0.038%
11/6/2024 OneDigital Investment Advisors LLC31,012$1.13M0.0%+8.4%0.018%
11/6/2024 Main Street Financial Solutions LLC15,802$575K0.1%-64.7%0.009%
11/6/2024 Kovack Advisors Inc.8,815$321K0.0%+14.2%0.005%
11/6/2024 Oppenheimer & Co. Inc.122,829$4.47M0.1%+7.3%0.070%
11/5/2024 Aptus Capital Advisors LLC73,200$2.66M0.0%+76.4%0.042%
11/5/2024 First Heartland Consultants Inc.320,792$11.67M1.3%+33.2%0.183%
11/5/2024 Ashton Thomas Private Wealth LLC46,080$1.68M0.1%+7.2%0.026%
11/5/2024 Proactive Wealth Strategies LLC75,918$2.76M1.5%N/A0.043%
11/5/2024 Platform Technology Partners6,279$228K0.1%N/A0.004%
11/5/2024 Harbour Investments Inc.499,106$18.16M0.5%+44.3%0.285%
11/5/2024 Apollon Wealth Management LLC108,791$3.96M0.1%+68.4%0.062%
11/5/2024 Nations Financial Group Inc. IA ADV80,915$2.94M0.2%+19.1%0.046%
11/4/2024 tru Independence LLC30,677$1.12M0.3%-1.0%0.018%
11/4/2024 Jaffetilchin Investment Partners LLC14,272$519K0.0%N/A0.008%
11/4/2024 Cottonwood Capital Advisors LLC11,035$401K0.3%-5.8%0.006%
11/4/2024 GDS Wealth Management386,308$14.05M1.4%+13.1%0.221%
11/4/2024 Arvest Investments Inc.182,774$6.65M1.0%+10.6%0.104%
11/4/2024 Advantage Trust Co404,286$14.71M10.0%-1.0%0.231%
11/4/2024 Tyler Stone Wealth Management31,817$1.16M0.2%+102.7%0.018%
11/4/2024 Axxcess Wealth Management LLC6,184$225K0.0%-5.3%0.004%
11/4/2024 Legacy Capital Wealth Partners LLC16,421$597K0.1%+13.8%0.009%
11/4/2024 Sigma Planning Corp424,764$15.45M0.5%+2.1%0.243%
11/2/2024 Mach 1 Financial Group LLC246,436$8.96M5.5%+6.9%0.141%
11/1/2024 Atria Investments Inc448,080$16.30M0.2%+4.2%0.258%
11/1/2024 Objective Capital Management LLC12,475$454K0.3%N/A0.007%
11/1/2024 Assetmark Inc.3,211$117K0.0%+105.2%0.002%
11/1/2024 Crumly & Associates Inc.226,319$8.23M2.3%+13.7%0.130%
11/1/2024 Quantum Private Wealth LLC11,725$427K0.1%-16.4%0.007%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.7,719$281K0.1%N/A0.004%
11/1/2024 Presidio Capital Management LLC337,825$12.29M7.9%+16.2%0.195%
10/31/2024 TFB Advisors LLC9,526$347K0.1%-10.3%0.005%
10/31/2024 Woodmont Investment Counsel LLC9,833$358K0.0%N/A0.006%
10/31/2024 Cozad Asset Management Inc.77,767$2.83M0.3%+14.4%0.045%
10/31/2024 Walkner Condon Financial Advisors LLC30,365$1.11M0.2%+10.7%0.017%
10/31/2024 Concurrent Investment Advisors LLC70,340$2.56M0.1%+1.8%0.041%
10/30/2024 Maia Wealth LLC133,991$4.86M1.2%+62.6%0.077%
10/30/2024 Benchmark Financial Wealth Advisors LLC7,172$261K0.1%N/A0.004%
10/30/2024 Avidian Wealth Enterprises LLC15,054$548K0.0%+2.0%0.009%
10/30/2024 Beacon Financial Advisory LLC15,808$575K0.2%+10.0%0.009%
10/30/2024 MinichMacGregor Wealth Management LLC41,060$1.49M0.3%-3.0%0.024%
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10/30/2024 United Advisor Group LLC33,748$1.23M0.3%N/A0.019%
10/30/2024 Clarity Capital Partners LLC76,791$2.79M1.6%+27.4%0.044%
10/30/2024 World Equity Group Inc.115,982$4.22M1.5%+6.9%0.067%
10/29/2024 TrueWealth Advisors LLC256,728$9.34M3.1%-13.9%0.148%
10/29/2024 Janney Montgomery Scott LLC485,885$17.68M0.0%+45.9%0.280%
10/29/2024 Clear Creek Financial Management LLC10,845$395K0.0%N/A0.006%
10/29/2024 Farther Finance Advisors LLC35,484$1.29M0.0%+265.8%0.020%
10/28/2024 Gladstone Institutional Advisory LLC129,293$4.70M0.2%+90.2%0.074%
10/28/2024 Creative Financial Designs Inc. ADV44,698$1.63M0.1%+60.0%0.026%
10/28/2024 Focus Financial Network Inc.158,894$5.78M0.2%N/A0.092%
(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, 337 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 ($117.97M), Raymond James Financial Services Advisors Inc. ($109.03M), Park National Corp OH ($92.08M), 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 314 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 ($3.23M), Park National Corp OH ($2.53M), 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 54,498,662 shares in the last 24 months. This purchase volume represents approximately $1.91B in transactions.

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

Of the 129 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 6,114,798 shares in the last 24 months. This volume of shares sold represents approximately $242.30M in transactions.


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This page (NASDAQ:SDVY) was last updated on 11/17/2024 by MarketBeat.com Staff
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