SDVY
ETF

First Trust SMID Cap Rising Dividend Achievers ETF

SMID RISNG ETF As of Jun 30, 2026 CUSIP 33741X102
Institutional Holders
579
Total Held Value
$8.93B
Total Exact Shares
208.99M
Largest Holder
LPL Financial
26.04M shares • $1.12B
Reported Holders579
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 LPL Financial $1.12B 0.3% +4.7% 26.04M Jun 30, 2026
2 Morgan Stanley $796.6M <0.1% -0.6% 18.46M Jun 30, 2026
3 Raymond James Financial $664.0M 0.2% +0.4% 15.39M Jun 30, 2026
4 Wells Fargo $572.0M 0.1% +5.0% 13.26M Jun 30, 2026
5 Bank of America $428.9M <0.1% +5.1% 9.94M Jun 30, 2026
6 Cetera Investment Advisers $356.1M 0.3% +3.9% 8.26M Jun 30, 2026
7 Royal Bank of Canada $292.1M <0.1% +1.5% 6.77M Jun 30, 2026
8 UBS Group $289.6M <0.1% +6.8% 6.71M Jun 30, 2026
9 Capital Investment Advisors
Filing dated Sep 30, 2026
 $197.0M 2.5% +2.6% 4.85M Sep 30, 2026
10 Harbour Investments $173.3M 2.3% +4.9% 4.02M Jun 30, 2026
11 Stifel Financial $170.3M 0.1% +0.1% 3.95M Jun 30, 2026
12 Commonwealth Equity Services $157.4M 0.2% +5.6% 3.65M Jun 30, 2026
13 Park National
Filing dated Sep 30, 2026
 $145.5M 3.9% +1.5% 3.58M Sep 30, 2026
14 Envestnet Asset Management $145.0M <0.1% -7.2% 3.36M Jun 30, 2026
15 Osaic Holdings $139.1M 0.2% +14.6% 3.22M Jun 30, 2026
16 HighTower Advisors $136.5M 0.1% +6.4% 3.16M Jun 30, 2026
17 Truist Financial $118.8M 0.1% +3.8% 2.75M Jun 30, 2026
18 Northwestern Mutual Wealth Management $111.0M 0.1% +3.0% 2.57M Jun 30, 2026
19 LVZ
Filing dated Sep 30, 2026
 $110.1M 11.3% +0.4% 2.71M Sep 30, 2026
20 Jones Financial Companies $79.2M <0.1% +22.2% 1.84M Jun 30, 2026
Exited in Latest Filing44
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.