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

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-0.06 (-0.17%)
(As of 05/10/2024 ET)
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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)
183
Total
Institutional Inflows
(last 12 months)
$838.40M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$95.38M
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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
5/10/2024 Bright Financial Advisors Inc.28,595$946K0.7%N/A0.024%
5/10/2024 Wintrust Investments LLC176,158$6.13M0.5%+14.9%0.145%
5/9/2024 Leo Wealth LLC59,978$2.07M0.2%+27.8%0.049%
5/9/2024 Blair William & Co. IL966,461$33.65M0.1%+32.7%0.795%
5/9/2024 Kingsview Wealth Management LLC61,726$2.15M0.1%+0.9%0.051%
5/9/2024 Koshinski Asset Management Inc.40,204$1.40M0.1%-36.1%0.033%
5/8/2024 Cozad Asset Management Inc.63,824$2.22M0.2%+2.3%0.053%
5/8/2024 Avantax Advisory Services Inc.344,864$12.01M0.1%+236.6%0.284%
5/8/2024 US Bancorp DE69,524$2.42M0.0%-15.0%0.057%
5/8/2024 Legacy Capital Group California Inc.45,838$1.60M0.6%N/A0.038%
5/7/2024 Quantum Private Wealth LLC14,739$513K0.2%+42.9%0.012%
5/7/2024 Concurrent Investment Advisors LLC68,521$2.39M0.1%+2.8%0.056%
5/7/2024 Montag A & Associates Inc.3,684$128K0.0%N/A0.003%
5/7/2024 Advantage Trust Co373,795$13.02M9.6%+0.2%0.308%
5/7/2024 Oppenheimer & Co. Inc.65,447$2.28M0.0%+30.4%0.054%
5/6/2024 Envestnet Portfolio Solutions Inc.53,981$1.88M0.0%+75.1%0.044%
5/6/2024 VitalStone Financial LLC14,759$514K0.4%+1,148.6%0.012%
5/3/2024 Clarity Capital Partners LLC7,344$256K0.2%N/A0.006%
5/3/2024 Avidian Wealth Solutions LLC17,855$622K0.0%+12.5%0.015%
5/3/2024 TFB Advisors LLC10,663$350K0.1%-4.6%0.009%
5/2/2024 Mutual Advisors LLC46,995$1.64M0.1%+383.4%0.039%
5/2/2024 FinTrust Capital Advisors LLC9,594$334K0.1%N/A0.008%
5/1/2024 StoneX Group Inc.175,861$6.12M0.7%+29.2%0.146%
5/1/2024 Janney Montgomery Scott LLC269,868$9.40M0.0%+10.7%0.224%
5/1/2024 Concourse Financial Group Securities Inc.199,197$6.94M0.4%+558.0%0.165%
4/30/2024 Private Advisor Group LLC849,602$29.58M0.2%+21.8%0.704%
4/30/2024 J.W. Cole Advisors Inc.148,392$5.17M0.3%+16.7%0.123%
4/30/2024 Astor Investment Management LLC247,078$8.60M3.4%N/A0.205%
4/30/2024 Fortis Group Advisors LLC38,590$1.34M0.2%N/A0.032%
4/30/2024 BlueChip Wealth Advisors LLC58,583$2.04M1.3%+8.2%0.049%
4/30/2024 Arkadios Wealth Advisors68,617$2.39M0.2%+30.5%0.057%
4/29/2024Commonwealth Equity Services LLC1,775,489$61.82M0.1%+63.3%1.471%
4/29/2024 Benjamin Edwards Inc.925$32K0.0%N/A0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.191,010$6.65M0.1%+52.2%0.158%
4/29/2024 Horizon Advisory Services Inc.809,790$28.20M13.1%N/A0.671%
4/26/2024 Trueblood Wealth Management LLC59,888$2.09M1.2%+7.1%0.050%
4/26/2024 Cottonwood Capital Advisors LLC11,955$392K0.3%+5.4%0.010%
4/26/2024 SFG Wealth Management LLC.21,698$756K0.4%+8.3%0.018%
4/25/2024 Capital Investment Advisory Services LLC91,355$3.18M0.3%+96.5%0.076%
4/25/2024 Triumph Capital Management31,299$1.08M0.4%N/A0.026%
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4/25/2024 L.M. Kohn & Company12,916$450K0.1%N/A0.011%
4/25/2024 Eudaimonia Partners LLC6,502$226K0.1%N/A0.005%
4/25/2024 Presidio Capital Management LLC298,630$10.40M7.6%N/A0.252%
4/25/2024 Cambridge Investment Research Advisors Inc.1,400,969$48.78M0.2%+24.5%1.184%
4/24/2024 Private Trust Co. NA23,277$811K0.1%+36.9%0.020%
4/24/2024 Krilogy Financial LLC10,410$362K0.0%N/A0.009%
4/24/2024 Pitti Group Wealth Management LLC8,430$283K0.3%+6.6%0.007%
4/24/2024 Spire Wealth Management724$25K0.0%-99.1%0.001%
4/24/2024 Capasso Planning Partners LLC8,061$281K0.1%N/A0.007%
4/23/2024 Global Retirement Partners LLC20,416$711K0.0%+6.1%0.017%
4/23/2024 Cherry Creek Investment Advisors Inc.78,732$2.74M1.5%+17.1%0.067%
4/23/2024 Nations Financial Group Inc. IA ADV16,950$590K0.0%+64.1%0.014%
4/23/2024 TrueWealth Advisors LLC241,554$8.41M3.2%-23.7%0.204%
4/23/2024 TAP Consulting LLC175,408$6.11M1.3%+22.3%0.148%
4/23/2024 Raymond James Financial Services Advisors Inc.2,430,439$84.63M0.1%+54.2%2.054%
4/22/2024 Raymond James & Associates3,307,225$115.16M0.1%+28.2%2.794%
4/22/2024 Accordant Advisory Group Inc11,137$388K0.3%N/A0.009%
4/22/2024Ashton Thomas Private Wealth LLC42,536$1.48M0.1%+108.1%0.036%
4/19/2024 Marshall Financial Group LLC36,660$1.28M0.4%N/A0.031%
4/19/2024 Accel Wealth Management7,389$257K0.1%+8.9%0.006%
4/19/2024 PCG Wealth Advisors LLC42,908$1.49M0.7%-29.2%0.036%
4/19/2024 Arvest Investments Inc.164,253$5.72M0.9%-3.5%0.139%
4/18/2024 SeaCrest Wealth Management LLC11,109$387K0.0%N/A0.009%
4/18/2024 Naviter Wealth LLC102,975$3.59M0.6%-15.9%0.087%
4/18/2024 tru Independence LLC29,021$1.01M0.3%+9.9%0.025%
4/17/2024 Founders Financial Securities LLC8,155$284K0.0%N/A0.007%
4/16/2024 Pinnacle Bancorp Inc.2,568$89K0.0%+58.7%0.002%
4/16/2024 Investment Partners LTD.21,271$741K0.3%+1.5%0.018%
4/16/2024 RiverTree Advisors LLC177,716$6.19M4.2%+2.7%0.151%
4/16/2024 Wealth Enhancement Advisory Services LLC518,530$18.06M0.0%+10.3%0.439%
4/15/2024 Wealthcare Advisory Partners LLC136,108$4.74M0.2%-4.5%0.115%
4/15/2024 Key Client Fiduciary Advisors LLC14,228$495K0.3%+27.5%0.012%
4/15/2024 Hobart Private Capital LLC171,984$5.99M1.8%+20.5%0.146%
4/15/2024 Elevated Capital Advisors LLC167,152$5.82M1.7%+791.2%0.142%
4/15/2024 Davis Investment Partners LLC20,819$697K0.3%N/A0.018%
4/15/2024 Flagstar Advisors Inc.74,326$2.59M0.7%+19.6%0.063%
4/15/2024 Kingswood Wealth Advisors LLC15,407$536K0.1%N/A0.013%
4/13/2024 Quad Cities Investment Group LLC10,557$368K0.2%+29.2%0.009%
4/12/2024 Global Assets Advisory LLC549,672$19.14M0.1%+3,359.7%0.472%
4/12/2024 Southland Equity Partners LLC12,719$443K0.1%+23.9%0.011%
4/12/2024 Purus Wealth Management LLC48,639$1.69M0.8%-1.3%0.042%
4/11/2024 San Luis Wealth Advisors LLC56,693$1.97M1.0%N/A0.049%
4/11/2024 International Assets Investment Management LLC30,333$1.05M0.0%+67.6%0.026%
4/11/2024 DHJJ Financial Advisors Ltd.5,016$175K0.1%-12.7%0.004%
4/11/2024 SignalPoint Asset Management LLC86,830$3.02M0.8%-35.1%0.075%
4/11/2024 RFG Advisory LLC90,466$3.15M0.1%+72.1%0.078%
4/10/2024 Aprio Wealth Management LLC180,798$6.30M1.2%+12.6%0.156%
4/10/2024 Inscription Capital LLC7,255$249K0.1%N/A0.006%
4/5/2024 NBC Securities Inc.30,404$1.16M0.1%+46.5%0.035%
3/15/2024 BlueChip Wealth Advisors LLC54,140$1.77M1.2%N/A0.062%
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3/15/2024B. Riley Wealth Advisors Inc.34,027$1.12M0.0%+76.0%0.039%
3/14/2024 Leo Wealth LLC46,949$1.56M0.2%N/A0.054%
3/1/2024Creekmur Asset Management LLC5,855$192K0.1%N/A0.007%
2/16/2024Secured Retirement Advisors LLC75,158$2.46M2.4%N/A0.087%
2/16/2024Harbour Investments Inc.189,608$6.21M0.3%+83.9%0.218%
2/15/2024Gallagher Fiduciary Advisors LLC151,859$4.98M0.2%N/A0.175%
2/15/2024Comerica Bank39,675$1.30M0.0%+29.3%0.046%
2/14/2024 Barometer Capital Management Inc.18,500$606K0.2%N/A0.021%
2/14/2024Visionary Wealth Advisors131,208$4.30M0.3%+212.5%0.151%
2/14/2024 VitalStone Financial LLC1,182$39K0.0%N/A0.001%
(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, 236 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 ($193.94M), Wells Fargo & Company MN ($146.74M), Raymond James & Associates ($115.16M), Raymond James Financial Services Advisors Inc. ($84.63M), Truist Financial Corp ($68.94M), Commonwealth Equity Services LLC ($61.82M), and UBS Group AG ($55.91M).Learn more on SDVY's institutional investors.

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

Of the 228 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 ($2.72M), Raymond James & Associates ($2.49M), Raymond James Financial Services Advisors Inc. ($2.03M), Wells Fargo & Company MN ($2.01M), Truist Financial Corp ($2.00M), Commonwealth Equity Services LLC ($1.59M), and Cambridge Investment Research Advisors Inc. ($1.43M).

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

Institutional investors have bought a total of 34,792,945 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 100 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: AE Wealth Management LLC ($494.58K), Commonwealth Equity Services LLC ($480.28K), LPL Financial LLC ($449.79K), Envestnet Asset Management Inc. ($353.24K), Crumly & Associates Inc. ($353.08K), Private Advisor Group LLC ($271.47K), and Cambridge Investment Research Advisors Inc. ($254.17K).

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

Institutional investors have sold a total of 6,354,862 shares in the last 24 months. This volume of shares sold represents approximately $273.31M in transactions.


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This page (NASDAQ:SDVY) was last updated on 5/10/2024 by MarketBeat.com Staff

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