SDVY · First Trust SMID Cap Rising Dividend Achievers ETF ETF
$43.43
-0.04 (-0.09%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $5,736,797
Total Shares: 132,981
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
64.3%
−35.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,631
Highly concentrated−5,369
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+4
Institutional value:
+1160.2%
Shares held:
+1051.8%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small CARLSON FINANCIAL, INC. | 85,441 | $3,685,924 | |
| Mega CITADEL ADVISORS LLC | 23,603 | $1,018,233 | |
| Small Kinetic Wealth Investment Advisors LLC | 17,340 | $748,047 | |
| Large Corient Private Wealth LLC | 5,406 | $233,214 | |
| Mid Parkside Financial Bank & Trust | 1,191 | $51,379 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Allie Family Office LLC | 11,545 | $455,219 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small CARLSON FINANCIAL, INC. SDVY | $3,685,924 | 64.25% | 85,441 | Shares | 2026-08-24 | |
| Small Kinetic Wealth Investment Advisors LLC SDVY | $748,047 | 13.04% | 17,340 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SDVY | $737,694 | 12.86% | 17,100 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SDVY | $280,539 | 4.89% | 6,503 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC SDVY | $233,214 | 4.07% | 5,406 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank SDVY | $51,379 | 0.90% | 1,191 | Shares | 2026-09-04 |