SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +20.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -3 | 139.43M | $6.01B | +1 | −4 |
| Q1 2026 | 58 | +7 | 134.68M | $5.31B | +9 | −2 |
| Q4 2025 | 51 | -2 | 130.93M | $5.02B | +1 | −3 |
| Q3 2025 | 9 | +1 | 18.50M | $703.53M | +1 | — |
| Q2 2025 | 5 | +3 | 190.10K | $6.71M | +3 | — |
| Q1 2025 | 1 | -1 | 146.02K | $4.89M | — | −1 |
| Q4 2024 | 2 | 0 | 142.08K | $5.09M | +1 | −1 |
| Q3 2024 | 2 | 0 | 34.18K | $1.24M | +1 | −1 |
| Q2 2024 | 2 | — | 94.75K | $3.16M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 86.99K | -40.4% | $3.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 38.70K | New | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 32.90K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 19.14K | New | $675,118 | 0.0% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 12.37K | — | $436,413 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.37M | 0.0% |
| Two Sigma Investments | $1.16M | 0.0% |
| AQR Capital Management | $675,118 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 558 holders, 202.67M shares, $7.82B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.