Who Owns First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)?Hedge Fund & Institutional Holders

$39.29-0.13 (-0.33%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$29.52$32.77$36.02$39.28$42.53Aug 24May 25Mar 26

SDVY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+917K+$339.7B
Capital Investment Advisors, LLCNew Position+4.4M+$167.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.6M+$136.0B
LVZ, Inc.New Position+2.8M+$107.5B
RAYMOND JAMES FINANCIAL INCIncreased+1.3M+$49.7B
JONES FINANCIAL COMPANIES LLLPNew Position+1.1M+$42.0B
Western Wealth Management, LLCNew Position+756K+$28.0B
D.A. DAVIDSON & CO.New Position+673K+$25.8B
JSF Financial, LLCNew Position+575K+$22.0B
Trilogy Capital Inc.New Position+554K+$21.2B
Rockefeller Capital Management L.P.Increased+539K+$18.8B
Crumly & Associates Inc.New Position+477K+$18.3B
Wagner Wealth Management, LLCNew Position+475K+$18.2B
SMITH CHAS P & ASSOCIATES PA CPASIncreased+445K+$17.2B
Sanchez Wealth Management GroupNew Position+446K+$17.1B

SDVY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HARBOUR INVESTMENTS, INC.Decreased-205K-$110.9B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.7M-$81.1B
Prospera Financial Services IncDecreased-60K-$30.6B
Integrated Wealth Concepts LLCDecreased-166K-$26.0B
StoneX Group Inc.Decreased-3K-$16.7B
Lifestyle Asset Management, Inc.Decreased-312K-$11.8B
RFG Advisory, LLCDecreased-47K-$11.6B
TWO SIGMA INVESTMENTS, LPClosed Position-296K-$11.2B
Gallagher Fiduciary Advisors, LLCDecreased-3K-$7.9B
Kovitz Investment Group Partners, LLCClosed Position-189K-$7.2B
OSAIC HOLDINGS, INC.Decreased-163K-$6.6B
Aprio Wealth Management, LLCDecreased-2K-$6.4B
SYNOVUS FINANCIAL CORPClosed Position-150K-$5.7B
FIRST TRUST ADVISORS LPDecreased-139K-$5.6B
Wisconsin Wealth Advisors, LLCDecreased-13K-$4.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC8,237,252$315.0B98.01%Share
2WELLS FARGO & COMPANY/MN7,317,525$280.0B50.99%Share
3UBS Group AG6,811,007$261.0B42.32%Share
4ROYAL BANK OF CANADA6,137,301$235.0B38.23%Share
5RAYMOND JAMES FINANCIAL INC5,791,592$221.0B68.76%Share
6WELLS FARGO & COMPANY/MN5,121,878$196.0B35.70%Share
7BANK OF AMERICA CORP /DE/4,549,598$174.0B12.66%Share
8Capital Investment Advisors, LLC4,375,623$167.7B2553.93%Share
9BANK OF AMERICA CORP /DE/4,334,956$166.0B12.08%Share
10STIFEL FINANCIAL CORP3,867,684$148.0B133.13%Share
11COMMONWEALTH EQUITY SERVICES, LLC3,554,684$136.0B181.31%Share
12PARK NATIONAL CORP /OH/3,400,129$130.3B4.06%Share
13LVZ, Inc.2,805,135$107.5B12.02%Share
14OSAIC HOLDINGS, INC.2,543,453$97.0B141.74%Share
15Baird Financial Group, Inc.1,428,131$54.0B84.18%Share
16Private Advisor Group, LLC1,361,300$52.0B244.64%Share
17BLAIR WILLIAM & CO/IL1,307,551$50.0B134.20%Share
18JONES FINANCIAL COMPANIES LLLP1,109,258$42.0B25.61%Share
19Rockefeller Capital Management L.P.1,090,731$41.0B73.81%Share
20SMITH CHAS P & ASSOCIATES PA CPAS1,027,452$39.4B2.07%Share
21Western Wealth Management, LLC756,416$28.0B1.29%Share
22D.A. DAVIDSON & CO.673,196$25.8B158.01%Share
23Blue Chip Partners, LLC590,831$22.6B1.64%Share
24JSF Financial, LLC574,867$22.0B4.57%Share
25Trilogy Capital Inc.553,740$21.2B0.95%Share
26Equitable Holdings, Inc.561,529$21.0B143.57%Share
27Aptus Capital Advisors, LLC532,950$20.0B143.25%Share
28Spectrum Wealth Advisory Group, LLC516,444$19.8B7.27%Share
29GUARDIAN WEALTH ADVISORS, LLC / NC505,206$19.4B1.20%Share
30Steward Partners Investment Advisory, LLC500,946$19.0B104.19%Share
31Crumly & Associates Inc.476,716$18.3B3.83%Share
32Wagner Wealth Management, LLC474,840$18.2B3.87%Share
33Sanchez Wealth Management Group446,233$17.1B3.66%Share
34FIRST TRUST ADVISORS LP454,996$17.0B12.36%Share
35Solano Wealth Investment Advisors LLC431,459$16.5B8.19%Share
36Richmond Investment Services, LLC396,720$15.2B2.63%Share
37Advantage Trust Co393,788$15.1B6.80%Share
38DAGCO, INC.370,184$14.2B3.28%Share
39Private Wealth Asset Management, LLC357,588$13.7B1.49%Share
40Aft, Forsyth & Sober, LLC329,600$12.6B3.83%Share
41Wealthcare Advisory Partners LLC313,127$12.0B235.71%Share
42J.W. COLE ADVISORS, INC.321,990$11.9B0.29%Share
43Fairvoy Private Wealth, LLC303,071$11.6B2.60%Share
44Stratos Wealth Advisors, LLC294,952$11.3B0.55%Share
45Sigma Planning Corp291,682$11.2B0.31%Share
46Mach-1 Financial Group, LLC286,966$11.0B2.26%Share
47TrueWealth Advisors, LLC272,611$10.4B2.71%Share
48ARVEST INVESTMENTS, INC.263,558$10.1B1.42%Share
49STIFEL FINANCIAL CORP283,581$10.0B9.00%Share
50Arkadios Wealth Advisors263,071$10.0B193.87%Share

SDVY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025513$3.9T+245
Q3 2025268$4.3T-159
Q2 2025427$4.7T-42
Q1 2025469$5.6T+91
Q4 2024378$86.1T+142
Q3 2024236$873.7T+29
Q2 2024207$157.3T+30
Q1 2024177$393.9T—

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As of Q4 2025, 50 institutional investors hold SDVY (First Trust SMID Cap Rising Dividend Achievers ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $315.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SDVY?

As of Q4 2025, 50 institutional investors report holding SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) in their 13F filings.

Who is the largest institutional holder of SDVY?

The largest institutional holder of SDVY is RAYMOND JAMES FINANCIAL INC with $315.0B in shares.

Is institutional ownership of SDVY increasing or decreasing?

This quarter, 11 institutions opened new positions in SDVY and 3 closed their positions.