Equity
SDVY
NASDAQFirst Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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Which funds hold First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)?
3 of the 45 institutional funds we track reported a First Trust SMID Cap Rising Dividend Achievers ETF position for the quarter ended 30 Jun 2026 — a combined 3.5M USD; the latest of those filings landed 02 Sep 2026.
| Fund | Position | Shares | Value | Shares q/q |
|---|---|---|---|---|
| Two Sigma Investments | Trimmed | 48,200 | 2.1M USD | −39.4% |
| AQR Capital Management | Held (±25%) | 26,462 | 1.1M USD | |
| Citadel Advisors | Trimmed | 6,503 | 281K USD | −68.8% |
| D. E. Shaw & Co. | Exited | |||
| Fisher Asset Management | Exited | |||
| Renaissance Technologies | Exited |
Have members of Congress traded First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)?
The most recent congressional trade disclosed in First Trust SMID Cap Rising Dividend Achievers ETF is a purchase by Scott Franklin (house, FL), dated 07 Aug 2024.
STOCK Act disclosures
| Traded | Member | Type | Amount | Filed after |
|---|---|---|---|---|
| 07 Aug 2024 | Scott Franklinhouse · Republican–FL | Purchase | 1K USD–15K USD | 330 days |
What has been filed or recorded for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)?
The filings we hold for First Trust SMID Cap Rising Dividend Achievers ETF, newest first: 7 fails-to-deliver days, the latest dated 08 Oct 2026.
| And | ||||
|---|---|---|---|---|
| 08 Oct 2026 | Fails to deliver | Shares failed to deliver | 564 shares | 23K USD notional |
| 01 Oct 2026 | Fails to deliver | Shares failed to deliver | 24,351 shares | 988K USD notional |
| 25 Sep 2026 | Fails to deliver | Shares failed to deliver | 3,594 shares | 147K USD notional |
| 24 Sep 2026 | Fails to deliver | Shares failed to deliver | 2,183 shares | 90K USD notional |
| 23 Sep 2026 | Fails to deliver | Shares failed to deliver | 257 shares | 11K USD notional |
| 18 Sep 2026 | Fails to deliver | Shares failed to deliver | 72,520 shares | 3.0M USD notional |
| 17 Sep 2026 | Fails to deliver | Shares failed to deliver | 708 shares | 30K USD notional |
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): frequently asked questions
Which funds own First Trust SMID Cap Rising Dividend Achievers ETF?
3 of the 45 funds we track reported a First Trust SMID Cap Rising Dividend Achievers ETF position for the quarter ended 30 Jun 2026, per their SEC Form 13F filings. The largest reported positions were Two Sigma Investments, AQR Capital Management and Citadel Advisors. See Funds
Have members of Congress traded First Trust SMID Cap Rising Dividend Achievers ETF?
Yes. 1 trade in First Trust SMID Cap Rising Dividend Achievers ETF appears in the congressional disclosures we hold: a purchase by Scott Franklin (House, FL) dated 7 Aug 2024, filed 3 Jul 2025. Amounts are disclosed as ranges, and a filing can follow the trade by up to 45 days. See Congress
Answers are generated from the live figures on this page — Reddit crowd data, SEC filings and open company records — and update as the data does.
References
- TradingViewthe price chart widget, drawn by TradingView from their own data
- SEC EDGAR13F filings
- House disclosuresU.S. House of Representatives financial disclosures
- SECSEC fails-to-deliver (CNS) data