SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +1.2% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 | Morgan Stanley ✦ | 17.82M | — | $677.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 17.82M | — | $677.35M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 17.82M | — | $677.35M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 17.82M | — | $677.35M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 295.50K | +798.2% | $11.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 221.76K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 221.76K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 221.76K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 221.76K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 77.49K | -10.9% | $2.95M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 50.00K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 22.51K | +17.6% | $855,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 10.64K | -14.0% | $404,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 10.20K | -73.6% | $387,799 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 500 | New | $19,010 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $19,010 | 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.