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

FIRST TRUST SMID CAP RISING (SDVY) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $2.56M based on SEC Form 13F filings for the quarter ended March 31, 2026.

Renaissance Technologies LLC is the largest disclosed holder, reporting approximately $2.56M in SDVY holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Renaissance Technologies LLC representing the majority of disclosed value.