SDVY institutional holders

First Trust SMID Cap Rising Dividend Achievers ETF · 595 reporting institutions · $9B reported value

Funds that can replace SDVY · SDVY return decomposition

Institutional holdings

Institutions reporting SDVY, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$1.1B23,4582026-06-30
Morgan Stanley$796.6M23,1852026-06-30
Raymond James Financial Inc$664M02026-06-30
Wells Fargo & Company/mn$572M02026-06-30
Bank of America Corp /de$428.9M02026-06-30
Cetera Investment Advisers$356.1M10,3702026-06-30
Royal Bank of Canada$292.1M02026-06-30
UBS Group AG$289.6M02026-06-30
Capital Investment Advisors, LLC$204.1M592026-06-30
Harbour Investments, Inc.$173.3M2472026-06-30
Stifel Financial Corp$170.3M02026-06-30
Commonwealth Equity Services, LLC$157.4M2,8632026-06-30
Park National Corp /oh$152.3M02026-06-30
Envestnet Pmc$145M602026-06-30
Osaic Holdings, Inc.$139.1M02026-06-30
Hightower Advisors, LLC$136.5M1,0462026-06-30
Truist Financial Corp$118.8M02026-06-30
Lvz, Inc.$116.7M162026-06-30
Northwestern Mutual Wealth Management Co$111M02026-06-30
Jones Financial Companies LLLP$79.2M02026-06-30
Blair William & Co/il$77.3M3292026-06-30
Baird Financial Group, Inc.$75.9M02026-06-30
Kestra Advisory Services, LLC$73.4M1,4792026-06-30
MML Investors Services, LLC$72.6M5,1202026-06-30
Southern Financial Group, LLC$56.4M42026-06-30
Private Advisor Group, LLC$55.3M9272026-06-30
Newedge Advisors$51.7M6012026-06-30
Rockefeller Capital Management LP$50.2M3462026-06-30
Smith Chas P & Associates PA Cpas$40.5M182026-03-31
Mgo One Seven LLC$38.7M1182026-06-30
Jsf Financial, LLC$38.2M122026-06-30
Wealth Enhancement Advisory Services, LLC$37.2M1,0262026-06-30
D.A. Davidson & Co.$36.7M6892026-06-30
Integrated Wealth Concepts LLC$36.2M4802026-06-30
Western Wealth Management, LLC$36.1M1122026-06-30
Prospera Financial Services, Inc.$34.4M2702026-06-30
Gw Henssler & Associates Ltd$29.8M02026-06-30
Decker Wealth Management LLC$28.1M72026-06-30
Csenge Advisory Group$28.1M752026-06-30
Private Wealth Asset Management$27.7M222026-06-30
First Trust Advisors LP$27.3M6072026-06-30
Blue Chip Partners, LLC$26.9M182026-06-30
Sanctuary Advisors, LLC$26.4M4012026-06-30
Aptus Capital Advisors, LLC$25.9M212026-06-30
Trilogy Capital, Inc.$25.2M722026-06-30
Guardian Wealth Advisors, LLC / Nc$24.7M332026-06-30
Summit Financial, LLC$23.5M2292026-06-30
Equitable Holdings, Inc.$23.3M02026-06-30
Focus Partners Wealth$21.8M1,0482026-06-30
Wagner Wealth Management, LLC$21.6M52026-06-30
Crumly & Associates Inc.$20.2M62026-06-30
Sanchez Wealth Management Group$20.1M32026-06-30
&partners$19.8M5552026-06-30
Focus Financial$19.1M1212026-06-30
Advantage Trust Co$19M02026-06-30
Arkadios Wealth Advisors$18.8M2262026-06-30
Dagco, Inc.$18.5M72026-06-30
Independent Financial Group, LLC$18.1M4812026-06-30
Solano Wealth Advisors$18M32026-06-30
Cwm, LLC$17.7M6672026-03-31
Pine Valley Investments Ltd Liability Co$17.5M332026-06-30
B & T Capital Management Dba Alpha Capital Management$15.7M62026-06-30
Randall & Associates Wealth Management$15.3M32026-06-30
Steward Partners Investment Advisory, LLC$15M4812026-06-30
Precedent Wealth Partners, LLC$14.4M182026-06-30
J.W. Cole Advisors, Inc.$14.3M4992026-06-30
Wealthcare Advisory Partners LLC$14M1702026-06-30
Sigma Planning Corp$13.7M4742026-06-30
Foundations Investment Advisors, LLC$13.6M3022026-06-30
Procyon$13.5M532026-06-30
Axxcess Wealth Management, LLC$13.5M382026-06-30
Pinnacle Associates, Ltd.$13.2M332026-06-30
Aft, Forsyth & Sober, LLC$13M22026-06-30
Arax Advisory Partners$12.9M2322026-06-30
Benjamin Edwards Inc$12.9M02026-06-30
Stratos Wealth Advisors, LLC$12.7M712026-06-30
S Harris Financial Group, LLC$12.7M72026-06-30
Kestra Private Wealth Services, LLC$12.5M2062026-06-30
Truewealth Advisors, LLC$12M142026-06-30
US Bancorp$12M02026-06-30
Golden State Wealth Management, LLC$11.7M472026-06-30
Rfg Advisory, LLC$11.4M1912026-06-30
Elevation Point Wealth Partners, LLC$11.1M562026-06-30
Vestmark Advisory Solutions, Inc.$10.9M82026-06-30
Hobart Private Capital, LLC$10.9M122026-06-30
Psi Advisors, LLC$10.9M112026-06-30
Atria Investments, Inc$10.4M62026-06-30
Oppenheimer & Co. Inc.$10.3M1,1662026-06-30
Mcf Advisors LLC$9.7M332026-06-30
Richmond Investment Services LLC$9.5M142026-06-30
Great Valley Advisor Group, LLC$9.5M2052026-06-30
Arvest Investments, Inc.$9.5M2042026-06-30
Altura Wealth Advisors$9.4M42026-06-30
First Heartland Consultants, Inc.$9.4M992026-06-30
Principal Securities, Inc.$9.4M1,4632026-06-30
Nations Financial Group Inc, /ia/ /adv$9.2M02026-06-30
Baron Wealth Management LLC$9.2M52026-06-30
Pinnacle Wealth Management Advisory Group, LLC$9.2M102026-06-30
Certified Advisory Corp$9.1M172026-06-30
Southland Equity Partners, Llc.$8.9M252026-06-30
Vestgen Advisors, LLC$8.8M582026-06-30
Gallagher Fiduciary Advisors, LLC$8.6M1262026-06-30
Capital Investment Counsel, LLC$8.5M52026-06-30
Creative Planning$8.3M1,1712026-06-30
Daymark Wealth Partners, LLC$8.3M372026-06-30
My Portfolio Guide, LLC$8.2M32026-03-31
Jpmorgan Chase & Co$8.2M02026-06-30
Pinnacle Financial Partners, Inc.$8.1M02026-06-30
Bright Financial Advisors, Inc.$7.9M32026-06-30
Uniting Wealth Partners$7.8M162026-06-30
Triumph Capital Management$7.8M142026-06-30
Gateway Wealth Partners, LLC$7.7M1012026-06-30
Ameliora Wealth Management Ltd.$7.7M02026-06-30
Stonehaven Wealth & Tax Solutions$7.6M22026-06-30
Fairvoy Private Wealth, LLC$7.6M62026-06-30
Ameriprise Financial Inc$7.6M02026-06-30
Qube Research & Technologies Ltd$7.4M02026-06-30
Iht Wealth Management LLC$7.4M1592026-06-30
Banco Santander, S.A.$7.4M02026-06-30
Chris Bulman Inc$7.3M72026-06-30
Kpp Advisory Services LLC$7.3M222026-06-30
Rehmann Capital Advisory Group$7.3M422026-06-30
Simplicity Wealth, LLC$7.3M02026-06-30
Gaddis Premier Wealth Advisors LLC$7.1M82026-06-30
Pmg Wealth Management$6.9M42026-06-30
Mai Capital Management$6.9M3082026-06-30
Ashton Thomas Private Wealth, LLC$6.8M962026-06-30
Key Client Fiduciary Advisors, LLC$6.8M102026-06-30
Stewardship Concepts Financial Services LLC$6.8M42026-06-30
Aprio Wealth Management, LLC$6.8M362026-06-30
Performance Wealth$6.8M112026-06-30
Bravera Wealth$6.8M02026-06-30
Econ Financial Services Corp$6.7M42026-06-30
Ameritas Advisory Services, LLC$6.6M5502026-06-30
Concurrent Investment Advisors, LLC$6.5M3492026-06-30
Goldman Sachs Group Inc$6.4M02026-06-30
Img Wealth Management, Inc.$6.3M72026-06-30
Fsb Premier Wealth Management, Inc.$6.3M102026-06-30
Mach-1 Financial Group, LLC$6.2M92026-06-30
Stratos Wealth Partners, Ltd.$6.1M3862026-06-30
Provident Wealth Management, LLC$6.1M52026-06-30
Spectrum Wealth Advisory Group, LLC$6M32026-06-30
Owen Larue, LLC$6M42026-06-30
Brookstone Capital Management$5.9M3372026-06-30
Oxford Wealth Group, LLC$5.8M02026-06-30
Dynamic$5.7M752026-06-30
Synovus Financial Corp$5.7M02025-09-30
Gerald Baker Financial Group LLC$5.6M02026-06-30
Visionary Wealth Advisors$5.6M462026-06-30
Main Street Financial Solutions, LLC$5.5M412026-06-30
Stonex Group Inc.$5.3M02026-06-30
Regal Investment Advisors LLC$5.3M1172026-06-30
Kingsview Wealth Management, LLC$5.3M1152026-06-30
Meridian Wealth Management, LLC$5.1M582026-06-30
Mutual Advisors, LLC$5.1M1532026-06-30
Jpl Wealth Management, LLC$5.1M22026-06-30
Catalyst Investment Management LLC$5M22026-06-30
Gladstone Institutional Advisory LLC$4.8M1082026-06-30
Titleist Asset Management, LLC$4.8M432026-06-30
Global Retirement Partners LLC$4.7M4912026-06-30
Virtus Family Office LLC$4.7M22026-06-30
Proactive Wealth Strategies, LLC$4.7M52026-06-30
Boyer Financial Services, Inc.$4.6M42026-06-30
Griffith & Werner, Inc.$4.6M52026-06-30
Continuum Advisory, LLC$4.5M402026-06-30
Wisconsin Wealth Advisors, LLC$4.4M32026-06-30
Fifth Third Bancorp$4.4M02026-06-30
Sound Portfolio Advisors, LLC$4.4M22026-06-30
Y-Intercept (hong Kong) Ltd$4.4M02026-06-30
Trueblood Wealth Management, LLC$4.2M52026-06-30
Forefront Wealth Partners, LLC$4.2M302026-06-30
Ifc & Insurance Marketing, Inc.$4.1M82026-06-30
Prostatis Group LLC$4.1M152026-06-30
Genesis Private Wealth, LLC$4.1M62026-06-30
Apollon Wealth Management, LLC$4.1M1512026-06-30
Maia Wealth LLC$3.9M412026-06-30
Stephens Inc /ar$3.9M2432026-06-30
United Advisor Group, LLC$3.8M582026-06-30
Mpwm Advisory Solutions, LLC$3.8M152026-06-30
Capital Advantage, Inc.$3.7M82026-06-30
Prairie Wealth Advisors, Inc.$3.7M92026-06-30
Silver Oak Securities, Incorporated$3.7M1172026-06-30
Carlson Financial, Inc.$3.7M42026-06-30
Maridea Wealth Management$3.7M382026-06-30
Davenport & Co LLC$3.7M3392026-06-30
Mason & Associates Inc$3.6M82026-06-30
Marshall Financial Group, LLC$3.6M142026-06-30
Valley National Advisers Inc$3.5M142026-06-30
Bam Wealth Management LLC$3.5M82026-06-30
Capital Financial Group Inc$3.4M32026-06-30
Assuredpartners Investment Advisors$3.4M292026-06-30
Capital Investment Advisory Services, LLC$3.4M1032026-06-30
Moors & Cabot, Inc.$3.4M822026-06-30
Hbw Advisory Services LLC$3.4M682026-06-30
Spire Wealth Management$3.3M32026-06-30
Pcg Wealth Advisors, LLC$3.3M182026-06-30
Bluespring Wealth Management, LLC$3.2M502026-06-30
Rivertree Advisors, LLC$3.2M22026-06-30
Goldenstone Wealth Management LLC$3.2M22026-06-30
Arcadia Wealth Management, Inc.$3.2M02026-06-30
Stone Wealth Partners LLC$3.1M72026-06-30
Waverly Advisors, LLC$3.1M2312026-06-30
Atlas Wealth LLC$3.1M52026-06-30
Comerica Bank$3.1M02025-12-31
Xcelsior Advisor Partners LLC$3.1M02026-06-30
Darwin Wealth Management, LLC$3.1M122026-06-30
Onedigital Investment Advisors LLC$3M3862026-06-30
Formidable Asset Management, LLC$3M132026-06-30
Oaktrust Wealth Advisors, LLC$3M22026-06-30
Accel Wealth Management$2.9M102026-06-30
Fairway Financial, LLC$2.9M22026-06-30
Tower Research Capital LLC (trc)$2.9M02026-06-30
Total Clarity Wealth Management, Inc.$2.9M222026-06-30
Ipsen Advisor Group LLC$2.8M32026-06-30
Calton & Associates, Inc.$2.8M1402026-06-30
Harvest Investment Services, LLC$2.8M272026-06-30
Northeast Planning Associates, Inc. / Nh$2.8M02026-06-30
Inscription Capital, LLC$2.7M122026-06-30
Jacobi Capital Management LLC$2.7M322026-06-30
Trivium Point Advisory, LLC$2.7M182026-06-30
Junk Investment Group, LLC$2.7M22026-06-30
Symphony Financial, Ltd. Co.$2.6M462026-06-30
Stegent Equity Advisors, Inc.$2.6M22026-06-30
Ergawealth Advisors, Inc.$2.6M22026-06-30
Spartan Wealth Advisory Services LLC$2.6M212026-06-30
Stonebridge Financial Planning Group, LLC$2.6M52026-06-30
Keel Point, LLC$2.6M492026-06-30
Creative Financial Designs Inc /adv$2.6M02026-06-30
Beacon Financial Advisory LLC$2.6M132026-06-30
Ethos Financial Group, LLC$2.5M02026-06-30
Cherry Creek Investment Advisors, Inc.$2.5M22026-06-30
Bank of New York Mellon Corp$2.4M02026-06-30
Insigneo Advisory Services, LLC$2.4M2252026-06-30
Compass Financial Management LLC$2.4M462026-06-30
Hilton Head Capital Partners, LLC$2.4M62026-06-30
Savvy Advisors, Inc.$2.4M2142026-06-30
Medallion Wealth Advisors, LLC$2.3M62026-06-30
International Assets Investment Management, LLC$2.3M1222026-06-30
Commonwealth Financial Services, LLC$2.3M152026-06-30
Merit Financial Group, LLC$2.3M2952026-06-30
Integrity Alliance, Llc.$2.2M3532026-06-30
Leclair Wealth Partners LLC$2.2M42026-06-30
Triad Wealth Partners, LLC$2.2M492026-06-30
Bolthouse Investments, LLC$2.2M32026-06-30
Wpg Advisers, LLC$2.2M42026-06-30
Juno Financial Group LLC$2.2M62026-06-30
Purus Wealth Management, LLC$2.1M62026-06-30
Kingswood Wealth Advisors, LLC$2.1M1232026-06-30
Summit Investment Advisory Services$2.1M82026-06-30
Advisornet Wealth Partners$2.1M582026-06-30

The 250 largest of 595 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30