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

First Trust SMID Cap Rising Dividend Achievers ETF logo
$31.48 -0.02 (-0.06%)
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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)
427
Total
Institutional Inflows
(last 12 months)
$2.49B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$146.33M
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SDVY Institutional Buying and Selling by Quarter

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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
4/15/2025Arvest Investments Inc.208,729$6.99M1.1%+12.5%0.089%
4/15/2025Chris Bulman Inc55,498$1.86M1.2%+68.6%0.024%
4/15/2025Focus Financial Network Inc.371,815$12.46M0.5%+119.3%0.159%
4/15/2025Columbia Advisory Partners LLC17,854$598K0.5%+95.3%0.008%
4/15/2025Redhawk Wealth Advisors Inc.145,962$4.89M0.7%-2.9%0.063%
4/15/2025CX Institutional108,147$3.62M0.1%+4.5%0.046%
4/15/2025Trueblood Wealth Management LLC87,462$2.93M1.4%+7.3%0.037%
4/15/2025Ipsen Advisor Group LLC54,211$1.82M1.6%+11.8%0.023%
4/15/2025Simplicity Wealth LLC86,186$2.89M0.2%+8.3%0.037%
4/15/2025Wealthcare Advisory Partners LLC261,026$8.74M0.2%+35.2%0.112%
4/14/2025 Farther Finance Advisors LLC28,636$965K0.0%-57.7%0.012%
4/14/2025 City Holding Co.39,035$1.31M0.2%+8.4%0.017%
4/14/2025 Daymark Wealth Partners LLC377,680$12.65M0.4%-6.0%0.162%
4/14/2025 Priebe Wealth Holdings LLC104,972$3.52M2.2%N/A0.045%
4/14/2025 Capital Investment Advisors LLC3,731,491$125.01M2.4%+6.3%1.598%
4/14/2025 Griffith & Werner Inc.86,177$2.89M1.8%+26.7%0.037%
4/14/2025 KMG Fiduciary Partners LLC102,978$3.45M0.3%+20.3%0.044%
4/14/2025 Kraematon Investment Advisors Inc.23,011$771K0.8%+23.6%0.010%
4/14/2025 ARS Wealth Advisors Group LLC6,952$233K0.0%-18.4%0.003%
4/11/2025 Pitti Group Wealth Management LLC14,294$479K0.5%+5.8%0.006%
4/11/2025 Summit Investment Advisory Services LLC54,635$1.83M0.9%-0.8%0.023%
4/11/2025 Next Level Private LLC7,210$242K0.1%N/A0.003%
4/11/2025 Northwest Financial Advisors8,170$274K0.2%-16.6%0.003%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.63,956$2.14M0.4%+16.6%0.027%
4/10/2025 Naples Global Advisors LLC7,300$245K0.0%N/A0.003%
4/10/2025 Lifestyle Asset Management Inc.279,315$9.36M5.1%+88.0%0.120%
4/10/2025 Secure Asset Management LLC52,948$1.77M0.4%-68.1%0.023%
4/10/2025 Key Client Fiduciary Advisors LLC134,278$4.50M2.0%+452.5%0.057%
4/10/2025 TrueWealth Advisors LLC261,935$8.78M2.9%+4.1%0.112%
4/10/2025 EWG Elevate Inc.82,545$2.77M1.0%+1.3%0.035%
4/10/2025 Whipplewood Advisors LLC8,350$280K0.1%-68.5%0.004%
4/9/2025 RFG Advisory LLC340,684$11.41M0.3%+23.0%0.146%
4/9/2025 Merit Financial Group LLC84,249$2.82M0.0%+21.9%0.036%
4/9/2025 Harbor Investment Advisory LLC1,610$54K0.0%+38.8%0.001%
4/9/2025 Quad Cities Investment Group LLC11,624$389K0.2%+8.8%0.005%
4/9/2025 NBC Securities Inc.46,813$1.57M0.1%+106,293.2%0.020%
4/9/2025 Advance Capital Management Inc.503,089$16.85M0.8%+2.5%0.215%
4/8/2025 Fifth Third Wealth Advisors LLC13,196$442K0.0%+112.3%0.006%
4/8/2025 Presidio Capital Management LLC7,438$249K0.1%-97.1%0.003%
4/8/2025 Rothschild Investment LLC9,225$309K0.0%+28.8%0.004%
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4/7/2025 GAMMA Investing LLC4,288$144K0.0%+3,250.0%0.002%
4/7/2025 AdvisorNet Financial Inc10,064$337K0.0%+3.8%0.004%
4/3/2025 First Hawaiian Bank86,879$2.91M0.2%-5.7%0.037%
4/2/2025 Park National Corp OH3,098,076$103.79M3.8%+9.6%1.390%
4/1/2025 Hobart Private Capital LLC188,379$6.31M1.6%-0.5%0.085%
3/21/2025Prostatis Group LLC110,218$3.95M1.2%+17.6%0.049%
3/17/2025Wealth Enhancement Advisory Services LLC638,953$22.91M0.0%+12.8%0.287%
3/14/2025Keystone Financial Services LLC15,999$574K0.5%N/A0.007%
3/12/2025Centaurus Financial Inc.3,055$110K0.0%N/A0.001%
3/6/2025Arcadia Wealth Management Inc.29,064$1.04M0.9%N/A0.013%
2/28/2025Park Square Financial Group LLC852$31K0.0%N/A0.000%
2/26/2025LM Advisors LLC21,180$760K0.1%+114.4%0.010%
2/25/2025B. Riley Wealth Advisors Inc.37,728$1.35M0.0%+18.3%0.017%
2/24/2025United 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%
2/20/2025Michels Family Financial LLC8,401$301K0.3%N/A0.004%
2/19/2025Formidable Asset Management LLC74,309$2.66M0.4%+4.1%0.033%
2/19/2025Richmond Investment Services LLC212,459$7.62M4.3%N/A0.095%
2/19/2025Parr Mcknight Wealth Management Group LLC7,646$274K0.0%N/A0.003%
2/19/2025WCG Wealth Advisors LLC14,114$506K0.0%-40.6%0.006%
2/18/2025Breakthru Advisory Services LLC220,230$7.90M7.1%N/A0.099%
2/18/2025Sunbelt Securities Inc.1,550$55K0.0%N/A0.001%
2/18/2025Stonebridge Financial Planning Group LLC49,932$1.79M0.8%+31.2%0.022%
2/18/2025Focus Partners Advisor Solutions LLC5,810$208K0.0%N/A0.003%
2/18/2025First Heartland Consultants Inc.304,136$10.90M1.1%-5.2%0.136%
2/18/2025Continuum Advisory LLC72,511$2.60M0.3%+7.5%0.033%
2/17/2025Visionary Wealth Advisors330,497$11.85M0.7%-10.3%0.148%
2/17/2025Snowden Capital Advisors LLC21,162$759K0.0%+13.2%0.009%
2/17/2025Royal Bank of Canada5,599,081$200.73M0.0%+28.5%2.512%
2/17/2025Laraway Financial Advisors Inc6,814$244K0.2%N/A0.003%
2/17/2025Guardian Wealth Advisors LLC NC342,184$12.27M1.0%+523.6%0.154%
2/17/2025Global Assets Advisory LLC15,048$538K0.3%-5.4%0.007%
2/17/2025Focus Partners Wealth30,964$1.11M0.0%+2.8%0.014%
2/17/2025Fiduciary Trust Co6,314$226K0.0%+8.0%0.003%
2/17/2025FWL Investment Management LLC2,829$101K0.0%-92.2%0.001%
2/17/2025Clark Capital Management Group Inc.11,259$404K0.0%+40.3%0.005%
2/17/2025Cresset Asset Management LLC39,649$1.42M0.0%+5.9%0.018%
2/17/2025Cambridge 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%
2/17/2025Cetera Investment Advisers3,447,137$123.58M0.3%+10.4%1.547%
2/17/2025Cary Street Partners Financial LLC21,510$771K0.0%N/A0.010%
2/17/2025Baird Financial Group Inc.1,268,466$45.48M0.1%+14.8%0.569%
2/17/2025Bank of America Corp DE7,099,053$254.50M0.0%+23.0%3.186%
2/17/2025Benjamin Edwards Inc.197,680$7.09M0.1%+10.4%0.089%
2/17/2025Ameriprise Financial Inc.23,145$830K0.0%N/A0.010%
2/17/2025Anderson Financial Strategies LLC43,753$1.57M0.9%N/A0.020%
2/17/2025Aptus Capital Advisors LLC374,992$13.45M0.1%+412.3%0.168%
2/14/2025Gallagher Fiduciary Advisors LLC193,866$6.95M1.4%+3.9%0.087%
2/14/2025Keel Point LLC52,120$1.87M0.1%+9.7%0.023%
2/14/2025Jane Street Group LLC80,685$2.89M0.0%N/A0.036%
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2/14/2025Rehmann Capital Advisory Group83,382$2.99M0.2%+29.9%0.037%
2/14/2025Triumph Capital Management213,329$7.65M2.6%+14.0%0.096%
2/14/2025Comerica Bank90,890$3.26M0.0%+11.8%0.041%
2/14/2025Owen LaRue LLC136,178$4.88M2.6%+4.1%0.061%
2/14/2025Northern Trust Corp13,242$475K0.0%-5.6%0.006%
2/14/2025Beacon Pointe Advisors LLC9,223$331K0.0%+12.2%0.004%
2/14/2025Second Half Financial Partners LLC9,382$336K0.2%-3.7%0.004%
2/14/2025Betterment LLC19,197$688K0.0%+240.9%0.009%
2/14/2025Bolthouse Investments LLC75,278$2.70M2.5%N/A0.034%
2/14/2025Arkos Global Advisors35,177$1.26M0.2%+4.2%0.016%
(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, 483 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 ($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 ($125.01M).Learn more on SDVY's institutional investors.

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

Of the 460 institutional investors that purchased First Trust SMID Cap Rising Dividend Achievers 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 ($3.72M), Park National Corp OH ($3.10M), Commonwealth Equity Services LLC ($2.42M), and Raymond James & Associates ($2.25M).

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

Institutional investors have bought a total of 90,624,229 shares in the last 24 months. This purchase volume represents approximately $3.16B in transactions.

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

Of the 160 institutional investors that sold First Trust SMID Cap Rising Dividend Achievers 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), Presidio Capital Management LLC ($253.11K), 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 Achievers ETF?

Institutional investors have sold a total of 6,904,602 shares in the last 24 months. This volume of shares sold represents approximately $246.88M in transactions.


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This page (NASDAQ:SDVY) was last updated on 4/15/2025 by MarketBeat.com Staff
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