FIRST TRUST SMID CAP RISING (SDVY) Institutional Ownership and Insiders Activity

FIRST TRUST SMID CAP RISING (SDVY) is widely held by institutional investors, with 571 firms reporting positions valued at approximately $8.71B based on SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is the largest disclosed holder, reporting approximately $1.12B in SDVY holdings in its latest filing.