Who Owns SDVY?
First Trust SMID Cap Rising Dividend Achievers ETF — Institutional Ownership & 13F Holdings
$42.24
+0.36 (+0.86%)
Market Cap
$10.7B
Shares Outstanding
239,371,089
Institutional Holders
469
Total Inst. Value
$4.7B
% of Float Held
—
QoQ Holder Change
+292
Institutional data as of Q1 2025
New Positions
142
Closed Positions
51
Increased
212
Decreased
89
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $652.4M | 19,474,019 |
| 2 | WELLS FARGO & COMPANY/MN | $443.4M | 13,235,883 |
| 3 | RAYMOND JAMES FINANCIAL INC | $418.6M | 12,496,285 |
| 4 | BANK OF AMERICA CORP /DE/ | $262.0M | 7,822,311 |
| 5 | UBS Group AG | $226.1M | 6,749,559 |
| 6 | ROYAL BANK OF CANADA | $197.4M | 5,893,579 |
| 7 | Cetera Investment Advisers | $167.6M | 5,003,154 |
| 8 | Capital Investment Advisors, LLC | $125.0M | 3,731,491 |
| 9 | STIFEL FINANCIAL CORP | $116.6M | 3,479,471 |
| 10 | PARK NATIONAL CORP /OH/ | $103.8M | 3,098,076 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +744K | $652.4M |
| WELLS FARGO & COMPANY/MN | +504K | $443.4M |
| RAYMOND JAMES FINANCIAL INC | +1.9M | $418.6M |
| BANK OF AMERICA CORP /DE/ | +723K | $262.0M |
| UBS Group AG | +131K | $226.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Steward Partners Investment Advisory, LLC | -481K | $20.1M |
| Strategic Financial Concepts, LLC | -448K | $705K |
| Presidio Capital Management, LLC | -245K | $249K |
| GDS Wealth Management | -215K | $6.4M |
| CIBC WORLD MARKET INC. | -208K | $301K |
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Frequently Asked Questions
How many institutional investors hold SDVY?
As of Q1 2025, 469 institutional investors report holding SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) in their 13F filings.
Which hedge fund owns the most SDVY?
The largest institutional holder of SDVY is MORGAN STANLEY with $652.4M in shares.
Are institutions buying or selling SDVY?
This quarter, 142 institutions opened new positions in SDVY and 51 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.