FIRST TRUST SMID CAP RISING (SDVY) Institutional Ownership Changes & 13F Activity

FIRST TRUST SMID CAP RISING (SDVY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy54,60064,800$2,555,064
Q3 2025Renaissance Technologies LLCSell-28,50010,200$387,799
Q2 2025Renaissance Technologies LLCSell-32,50038,700$1,365,336
Q4 2024Renaissance Technologies LLCBuy4,20071,200$2,552,520
Q2 2024Renaissance Technologies LLCBuy6,80067,000$2,236,460
Q1 2024Renaissance Technologies LLCSell-3,20060,200$2,096
Q4 2023Renaissance Technologies LLCBuy48,10063,400$2,078
Q3 2023Renaissance Technologies LLCBuy6,30015,300$432
Q1 2023Renaissance Technologies LLCBuy9,0009,000$240

Frequently asked questions about SDVY activity

  • Which institutional owners are buying SDVY?

    Institutional owners buying SDVY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SDVY activity?

    "Buy" means an investor increased their reported position in SDVY compared to the prior reporting period. This reflects growing exposure to FIRST TRUST SMID CAP RISING (SDVY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SDVY increasing?

    Institutional interest in SDVY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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