FIRST TRUST SMID CAP RISING

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SDVY·33741X102·US·etf·Unknown - Unknown

SMID

SDVY (FIRST TRUST SMID CAP RISING) is held by 85 institutional investors as of Q4 2025. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($142.8M), COMMONWEALTH EQUITY SERVICES, LLC ($136.2M), HighTower Advisors, LLC ($117.3M). Net institutional sentiment: Bullish.

85

Holders

Avg rating(6 Elite)

$5.4B

Total Value

72% (93)

Fund Consensus

65 buying - 25 selling

Smart Money Verdict

View all

67Positive Momentum (Unconfirmed)Single Source

Institutional (13F)67

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how SDVY's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

8

★★★★

Strong

5

★★★

Solid

5

★★

Below

0

★

Weak

Held by 85 funds

6 elite

Who's Trading

CongressScott Franklin

13F: Dec 31, 2025Insider & Congress: Updated regularly

Positions (24)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	3.6M(+10.3%)	$142.8M	0.0%	—	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	3.5M(-2.8%)	$136.2M	0.2%	—	0
HighTower Advisors, LLC	Decreased	3M(-10.0%)	$117.3M	0.1%	—	0
TRUIST FINANCIAL CORP	Increased	2.7M(+8.1%)	$104.6M	0.1%	—	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.5M(+13.6%)	$98.5M	0.1%	—	34
BLAIR WILLIAM & CO/IL	Increased	1.5M(+13.2%)	$58.4M	0.2%	—	40
Private Advisor Group, LLC	Increased	1.4M(+6.2%)	$57M	0.3%	—	37
MML INVESTORS SERVICES, LLC	Decreased	1.4M(-17.8%)	$53.9M	0.1%	—	0
D.A. DAVIDSON & CO.	Increased	736,973(+9.5%)	$29.1M	0.2%	—	38
Sanctuary Advisors, LLC	Decreased	587,966(-0.1%)	$23.2M	0.1%	—	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	571,011(-4.2%)	$22.7M	0.0%	—	0
AXXCESS WEALTH MANAGEMENT, LLC	Increased	297,107(+11.6%)	$11.7M	0.4%	—	37
Envestnet Portfolio Solutions, Inc.	Decreased	138,739(-44.5%)	$5.5M	0.0%	—	0
FIFTH THIRD BANCORP	New	100,695	$4M	0.0%	—	37
DAVENPORT & Co LLC	Decreased	84,963(-2.1%)	$3.4M	0.0%	—	0
Banco Santander, S.A.	New	83,519	$3.3M	0.0%	—	37
OneDigital Investment Advisors LLC	Increased	58,528(+52.9%)	$2.3M	0.0%	—	36
MFMerit Financial Group, LLC	Decreased	51,584(-11.0%)	$2M	0.0%	—	0
Fisher Asset Management, LLC	New	10,236	$403,605	0.0%	—	33
ASSETMARK, INC	Increased	6,038(+8.0%)	$238,078	0.0%	—	25
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	4,122(-12.1%)	$162,530	0.0%	—	0
Russell Investments Group, Ltd.	Decreased	1,005(-12.7%)	$39,627	0.0%	—	0
First Command Advisory Services, Inc.	New	115	$4,534	0.0%	—	23
WHITTIER TRUST CO	Decreased	100(-50.0%)	$4,004	0.0%	—	0