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SDVY · First Trust SMID Cap Rising Dividend Achievers ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $5,736,797
Total Shares: 132,981

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
64.3%
Sep 2023 → Jun 2026 · range 13.0% – 64.3%
+50.8 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 40.9% – 100.0%
+56.2 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 56.1% – 100.0%
+40.7 pts
HHI
4,631
Sep 2023 → Jun 2026 · range 456 – 4,631
Highly concentrated+4,125

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
0
Decreased
1
Sold Out
440
Unchanged
0
Holder count: -436
Institutional value: -99.9%
Shares held: -99.9%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −14,366 23,603

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CARLSON FINANCIAL, INC. 85,441 $3,685,924
Kinetic Wealth Investment Advisors LLC 17,340 $748,047
Corient Private Wealth LLC 5,406 $233,214
Parkside Financial Bank & Trust 1,191 $51,379

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 24,870,852 $980,657,694
MORGAN STANLEY 18,583,991 $732,766,763
RAYMOND JAMES FINANCIAL INC 15,324,967 $604,263,447
WELLS FARGO & COMPANY/MN 12,623,609 $497,748,902
BANK OF AMERICA CORP /DE/ 9,463,585 $373,149,155
Filter: New 4 Increased 0 Reduced 1 Sold out 440 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CARLSON FINANCIAL, INC. SDVY $3,685,924 64.25% 85,441
Kinetic Wealth Investment Advisors LLC SDVY $748,047 13.04% 17,340
CITADEL ADVISORS LLC SDVY $737,694 12.86% 17,100
CITADEL ADVISORS LLC SDVY $280,539 4.89% 6,503
Corient Private Wealth LLC SDVY $233,214 4.07% 5,406
Parkside Financial Bank & Trust SDVY $51,379 0.90% 1,191