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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$38.15 +1.18 (+3.19%)
Closing price 04:00 PM Eastern
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$38.14 -0.01 (-0.03%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY)

Number of
Institutional Buyers
(last 12 months)
459
Total
Institutional Inflows
(last 12 months)
$2.43B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$364.30M
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SDVY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2025 Forefront Wealth Partners LLC77,575$2.78M1.9%-0.9%0.033%
8/20/2025 Coppell Advisory Solutions LLC7,208$255K0.0%+9.1%0.003%
8/19/2025 Advisory Services Network LLC12,680$457K0.0%+7.1%0.005%
8/18/2025 Tyler Stone Wealth Management41,034$1.45M0.2%+7.4%0.018%
8/18/2025 N.E.W. Advisory Services LLC48,337$1.71M0.2%-88.6%0.021%
8/18/2025 Geneos Wealth Management Inc.32,567$1.15M0.0%+120.9%0.014%
8/15/2025 First Heartland Consultants Inc.293,020$10.34M0.9%+2.5%0.126%
8/15/2025 Puff Wealth Management LLC6,867$242K0.1%-9.2%0.003%
8/15/2025 Equitable Holdings Inc.508,235$17.93M0.1%+15.7%0.219%
8/15/2025 FSB Premier Wealth Management Inc.109,078$3.85M1.4%-6.3%0.047%
8/15/2025 Blue Chip Partners LLC540,503$19.07M1.6%+45.0%0.233%
8/15/2025 Keel Point LLC50,070$1.77M0.1%-6.8%0.022%
8/15/2025 Visionary Wealth Advisors237,853$8.39M0.4%-3.4%0.103%
8/15/2025 Snowden Capital Advisors LLC25,853$912K0.0%+8.7%0.011%
8/15/2025 Orion Porfolio Solutions LLC45,903$1.64M0.0%+26.8%0.020%
8/15/2025 MML Investors Services LLC1,614,179$56.95M0.2%+5.1%0.696%
8/15/2025 Modern Wealth Management LLC20,231$714K0.0%+21.5%0.009%
8/15/2025 Great Valley Advisor Group Inc.25,561$902K0.0%-11.5%0.011%
8/15/2025 Gallagher Fiduciary Advisors LLC207,117$7.31M0.0%+3.0%0.089%
8/15/2025 EP Wealth Advisors LLC17,242$608K0.0%N/A0.007%
8/15/2025 Benjamin Edwards Inc.306,485$10.81M0.1%+22.0%0.132%
8/15/2025 Bank of America Corp DE7,368,266$259.95M0.0%-5.8%3.178%
8/14/2025 Jane Street Group LLC27,281$962K0.0%N/A0.012%
8/14/2025 Raymond James Financial Inc.12,018,669$424.02M0.1%-3.8%5.184%
8/14/2025 Darwin Wealth Management LLC82,114$2.90M1.0%N/A0.035%
8/14/2025 Keystone Financial Services LLC19,132$675K0.5%+4.1%0.008%
8/14/2025 Betterment LLC38,894$1.37M0.0%+52.5%0.017%
8/14/2025 Objective Capital Management LLC15,182$536K0.6%+21.0%0.007%
8/14/2025 Main Street Financial Solutions LLC29,472$1.04M0.1%+32.4%0.013%
8/14/2025 FWL Investment Management LLC1,623$57K0.0%-35.9%0.001%
8/14/2025 NewEdge Advisors LLC953,881$33.65M0.2%-35.6%0.411%
8/14/2025 Integrated Investment Consultants LLC6,033$213K0.0%N/A0.003%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC169,391$5.98M5.8%+2.8%0.073%
8/14/2025 Qube Research & Technologies Ltd368,711$13.01M0.0%+189.9%0.159%
8/14/2025 Acorn Wealth Advisors LLC5,831$206K0.1%N/A0.003%
8/14/2025 Cerity Partners LLC53,757$1.90M0.0%N/A0.023%
8/13/2025 Per Stirling Capital Management LLC.18,666$659K0.1%-91.4%0.008%
8/13/2025 StoneX Group Inc.587,932$20.74M1.0%-6.8%0.254%
8/13/2025 Cresset Asset Management LLC39,840$1.41M0.0%-5.7%0.017%
8/13/2025 Gateway Wealth Partners LLC117,647$4.15M0.8%+10.2%0.051%
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8/13/2025 Brown Advisory Inc.14,098$497K0.0%+4.6%0.006%
8/13/2025 Baird Financial Group Inc.1,306,468$46.09M0.1%-12.9%0.563%
8/13/2025 First Trust Advisors LP586,154$20.69M0.0%-15.5%0.253%
8/13/2025 Elios Financial Group Inc.102,815$3.63M1.6%+0.7%0.044%
8/13/2025 Twin Peaks Wealth Advisors LLC4,239$158K0.1%N/A0.002%
8/13/2025 WCG Wealth Advisors LLC135,445$4.78M0.3%+9.6%0.058%
8/13/2025 Smith Moore & CO.22,986$811K0.1%+7.1%0.010%
8/13/2025 VestGen Advisors LLC247,589$8.74M0.3%+20.7%0.107%
8/13/2025 Pursue Wealth Partners LLC30,319$1.07M0.6%+106.3%0.013%
8/13/2025 Laidlaw Wealth Management LLC23,603$833K2.4%-11.2%0.010%
8/13/2025 Level Four Advisory Services LLC19,276$680K0.0%-14.8%0.008%
8/13/2025 Northwestern Mutual Wealth Management Co.1,939,333$68.42M0.0%+29.9%0.836%
8/13/2025 Maia Wealth LLC129,580$4.57M0.9%+9.5%0.056%
8/12/2025 Richmond Investment Services LLC560,714$19.78M4.2%+103.2%0.242%
8/12/2025 J.W. Cole Advisors Inc.297,205$10.49M0.2%+2.7%0.128%
8/12/2025 Financial Advocates Investment Management92,965$3.28M0.3%-41.2%0.040%
8/12/2025 Steward Partners Investment Advisory LLC502,386$17.72M0.1%-16.3%0.217%
8/12/2025 CreativeOne Wealth LLC38,931$1.37M0.0%-1.8%0.017%
8/12/2025 Global Retirement Partners LLC97,649$3.45M0.1%N/A0.042%
8/12/2025 Titleist Asset Management LLC92,724$3.27M0.3%+4.2%0.040%
8/12/2025 Barnes Pettey Financial Advisors LLC11,301$399K0.3%+8.3%0.005%
8/12/2025 Quantum Private Wealth LLC8,806$311K0.1%-10.1%0.004%
8/12/2025 Entruity Wealth LLC83,736$2.95M2.5%+11.9%0.036%
8/12/2025 Northeast Planning Associates INC. NH59,001$2.08M1.9%+1.2%0.025%
8/12/2025 Cozad Asset Management Inc.92,943$3.28M0.3%+9.3%0.040%
8/12/2025 Archer Investment Corp1,474$52K0.0%N/A0.001%
8/12/2025 MAI Capital Management70,887$2.50M0.0%+6.3%0.031%
8/12/2025 JPMorgan Chase & Co.101,325$3.58M0.0%-18.9%0.044%
8/12/2025 Wisconsin Wealth Advisors LLC115,133$4.06M4.7%+10.7%0.050%
8/12/2025 Winnow Wealth LLC1,200$42K0.0%N/A0.001%
8/12/2025 PKS Advisory Services LLC42,936$1.52M0.4%+1.7%0.019%
8/11/2025 TD Waterhouse Canada Inc.21,484$772K0.0%+8.9%0.009%
8/11/2025 Anderson Financial Strategies LLC90,145$3.18M2.0%-1.5%0.039%
8/11/2025 Purus Wealth Management LLC52,207$1.84M0.6%+0.5%0.023%
8/11/2025 United Advisor Group LLC47,779$1.69M0.3%+3.3%0.021%
8/11/2025 Root Financial Partners LLC36,937$1.30M0.1%-5.6%0.016%
8/11/2025 Rothschild Investment LLC12,425$438K0.0%+34.7%0.005%
8/8/2025 Rockefeller Capital Management L.P.558,478$19.70M0.0%+5.7%0.241%
8/8/2025 Kingsview Wealth Management LLC108,990$3.85M0.1%-1.5%0.047%
8/8/2025 Collaborative Wealth Managment Inc.35,437$1.25M0.5%+3.7%0.015%
8/8/2025 Avantax Advisory Services Inc.701,789$24.76M0.1%+3.5%0.303%
8/8/2025 Thoroughbred Financial Services LLC30,663$1.08M0.1%+118.6%0.013%
8/8/2025 Cetera Investment Advisers5,276,231$186.15M0.3%+5.5%2.276%
8/8/2025 Creative Planning9,390$331K0.0%+31.9%0.004%
8/8/2025 Meridian Wealth Management LLC118,009$4.16M0.2%+3.6%0.051%
8/8/2025 Foundations Investment Advisors LLC181,321$6.40M0.1%-2.1%0.078%
8/8/2025 Good Life Advisors LLC721,425$25.45M1.6%+20.5%0.311%
8/8/2025 Comprehensive Financial Planning Inc. PA11,086$391K0.3%+4.8%0.005%
8/7/2025 Montag A & Associates Inc.6,184$218K0.0%+67.9%0.003%
8/7/2025 Allworth Financial LP14,424$509K0.0%+16.5%0.006%
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8/7/2025 Pinnacle Wealth Management Advisory Group LLC114,297$4.03M0.3%+27.9%0.049%
8/7/2025 LFA Lugano Financial Advisors SA126,939$4.48M2.7%-33.6%0.055%
8/6/2025 Prospera Financial Services Inc834,088$29.44M0.5%+3.7%0.360%
8/6/2025 AE Wealth Management LLC20,969$740K0.0%-53.3%0.009%
8/6/2025 Walkner Condon Financial Advisors LLC29,910$1.06M0.2%-36.4%0.013%
8/6/2025 Ipsen Advisor Group LLC58,260$2.06M1.6%+7.5%0.025%
8/6/2025 Golden State Wealth Management LLC303,184$10.70M1.3%+2.9%0.131%
8/6/2025 Commonwealth Equity Services LLC2,890,125$101.96M0.1%-1.3%1.247%
8/6/2025 Fairway Financial LLC57,510$2.03M1.7%+8.8%0.025%
8/6/2025 Atlantic Union Bankshares Corp962$34K0.0%N/A0.000%
(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, 534 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 ($783.03M), Wells Fargo & Company MN ($456.45M), Raymond James Financial Inc. ($424.02M), Bank of America Corp DE ($259.95M), Royal Bank of Canada ($197.44M), Cetera Investment Advisers ($186.15M), and Raymond James & Associates ($154.06M).Learn more on First Trust SMID Cap Rising Dividend Achievers ETF's institutional investors.

Which institutional investors have been buying First Trust SMID Cap Rising Dividend Achievers ETF's stock?

Of the 509 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. ($12.50M), LPL Financial LLC ($11.06M), Wells Fargo & Company MN ($4.18M), Cetera Investment Advisers ($3.97M), Capital Investment Advisors LLC ($3.96M), Park National Corp OH ($3.38M), and Harbour Investments Inc. ($2.73M).

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

Institutional investors have bought a total of 68,627,810 shares in the last 24 months. This purchase volume represents approximately $2.43B in transactions.

Which of First Trust SMID Cap Rising Dividend Achievers ETF's major shareholders have been selling company stock?

Of the 189 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: GUNN & Co INVESTMENT MANAGEMENT INC. ($861.79K), Horizon Advisory Services Inc. ($748.41K), Steward Partners Investment Advisory LLC ($578.51K), NewEdge Advisors LLC ($527.30K), Advance Capital Management Inc. ($494.07K), Raymond James Financial Inc. ($477.62K), and Csenge Advisory Group ($468.31K).

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

Institutional investors have sold a total of 10,354,448 shares in the last 24 months. This volume of shares sold represents approximately $364.30M in transactions.


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This page (NASDAQ:SDVY) was last updated on 8/22/2025 by MarketBeat.com Staff
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