First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SDVY. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 575 institutions reported holding SDVY, with 206.7 million shares worth $8.9 billion in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Lpl Financial | 26,039,851 | $1.1B | INCREASED |
| Morgan Stanley | 18,464,593 | $797M | DECREASED |
| Raymond James Financial | 15,391,137 | $664M | INCREASED |
| Wells Fargo & Company/MN | 13,258,924 | $572M | INCREASED |
| Bank of America | 9,941,792 | $429M | INCREASED |
Full institutional holdings, insider history, and congressional trades for First Trust SMID Cap Rising Dividend Achievers ETF on SentiSense.