证券记录 · 已归档季度
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
58被追踪持有人
+7Δ持有人
134.68M持有股份
$5.31B报告持仓市值
+9新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +13.7% ·
股份流向 +2.9% ·
净新建仓位 +12.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 942.38K | $38.56M | n/a | n/a |
| 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 | n/a |
| Q2 2025 | 5 | +3 | 190.10K | $6.71M | +3 | n/a |
| Q1 2025 | 1 | -1 | 146.02K | $4.89M | n/a | −1 |
| Q4 2024 | 2 | 0 | 142.08K | $5.09M | +1 | −1 |
| Q3 2024 | 2 | 0 | 34.18K | $1.24M | +1 | −1 |
| Q2 2024 | 2 | n/a | 94.75K | $3.16M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 24.87M | -0.1% | $980.66M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 18.58M | +3.5% | $732.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 15.32M | +8.7% | $604.26M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 12.62M | +1.5% | $497.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 9.46M | +6.3% | $373.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Cetera Investment Advisers | 7.94M | +3.0% | $313.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 8 | UBS Group AG | 6.29M | -9.4% | $247.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 3.95M | -5.3% | $155.57M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 3.62M | +10.3% | $142.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 3.46M | -2.8% | $136.24M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 2.97M | -10.0% | $117.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.81M | +0.3% | $110.94M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 2.65M | +8.1% | $104.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 2.50M | +13.6% | $98.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 1.69M | +18.2% | $66.61M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Blair William & Co/Il | 1.48M | +13.2% | $58.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 1.51M | +35.7% | $58.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 1.37M | -17.8% | $53.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.28M | +14.2% | $50.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Wealth Enhancement Advisory… | 571.01K | -4.2% | $22.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | First Trust Advisors Lp | 535.68K | +17.7% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 483.80K | +97.0% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 449.82K | +0.3% | $17.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 257.69K | +12.0% | $10.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Mariner, LLC | 210.00K | +2.5% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Qube Research & Technologies Ltd | 203.66K | -40.8% | $8.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 137.67K | +23.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 29 | Fifth Third Bancorp | 100.69K | 新增 | $3.97M | 0.0% | New | 1 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 79.60K | 新增 | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 64.80K | 新增 | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 62.85K | +170.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 50.00K | -1.2% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 49.77K | 新增 | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 47.31K | +13.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Citigroup Inc | 45.06K | +25.1% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 41.23K | -16.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 32.25K | -62.6% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 26.46K | -8.7% | $1.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 25.40K | -76.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 24.81K | +49.9% | $978,232 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 42 | Citadel Advisors ✦ | 20.87K | 新增 | $822,865 | 0.0% | New | 1 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 13.71K | -9.1% | $544,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fisher Asset Management ✦ | 10.24K | 新增 | $403,605 | 0.0% | New | 1 | SEC ↗ |
| 45 | Cibc World Market Inc. | 10.20K | +10.7% | $401,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Brown Advisory Inc | 10.19K | -20.7% | $401,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Creative Planning | 9.45K | +13.0% | $372,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Captrust Financial Advisors | 6.99K | 新增 | $275,576 | 0.0% | New | 1 | SEC ↗ |
| 49 | Sei Investments Co | 6.59K | +5.2% | $259,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 6.56K | 0.0% | $258,740 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Assetmark, Inc | 6.04K | +8.0% | $238,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 5.73K | 新增 | $226,122 | 0.0% | New | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 4.95K | +2.2% | $195,203 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 54 | Pnc Financial Services Group, Inc. | 4.12K | -12.1% | $162,530 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | BlackRock ✦ (被动) | 1.68K | +236.6% | $66,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Simplex Trading, Llc | 1.31K | 新增 | $51,613 | 0.0% | New | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 1.12K | +221.4% | $44,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1.00K | -12.7% | $39,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $3.97M | 0.0% |
| Two Sigma Investments | $3.14M | 0.0% |
| Renaissance Technologies | $2.56M | 0.0% |
| Jane Street Group, Llc | $1.96M | 0.0% |
| Citadel Advisors | $822,865 | 0.0% |
| Fisher Asset Management | $403,605 | 0.0% |
| Captrust Financial Advisors | $275,576 | 0.0% |
| Quantinno Capital Management… | $226,122 | 0.0% |
| Simplex Trading, Llc | $51,613 | 0.0% |
已清仓
| Cerity Partners LLC | $3.15M | 曾为 0.0% |
| Tudor Investment Corp Et Al | $308,016 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 558 持有人, 202.67M 股份, $7.82B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据