Who Owns First Trust SMID Cap Rising Dividend Achievers ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust SMID Cap Rising Dividend Achievers ETF.
Who crossed 5% of SDVY →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| PARK NATIONAL CORP /OH/Com3.6M shadded | $145.5M |
| Decker Wealth Management LLCSMID RISNG ETF637.4K shtrimmed | $25.9M |
| Crumly & Associates Inc.SMID RISNG ETF574.3K shadded | $23.3M |
| TrueWealth Advisors, LLCSMID RISNG ETF288.3K shadded | $11.7M |
| First Heartland Consultants, Inc.MID CAP RISING DIV214.9K shtrimmed | $8.7M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCSMID RISNG ETF161.8K shadded | $6.6M |
| Gerald Baker Financial Group LLCSMID RISNG ETF132.3K shadded | $5.4M |
| TITLEIST ASSET MANAGEMENT, LLCSMID RISNG ETF112.2K shadded | $4.6M |
| Wisconsin Wealth Advisors, LLCSMID RISNG ETF103K shadded | $4.2M |
| Farther Finance Advisors, LLCETF47.3K shadded | $1.9M |
| Ballew Advisors, IncSMID RISNG ETF37.7K shtrimmed | $1.6M |
| Balefire, LLCSMID RISNG ETF31.1K shtrimmed | $1.3M |
| WINEBRENNER CAPITAL MANAGEMENT LLCSMID RISNG ETF27.4K shtrimmed | $1.1M |
| Avidian Wealth Enterprises, LLCSMID RISNG ETF26.5K shheld | $1.1M |
| Kaydan Wealth Management, Inc.SMID RISNG ETF19.5K shadded | $790.7K |
| GILPIN WEALTH MANAGEMENT, LLCSMID RISNG ETF14.1K shtrimmed | $570.9K |
| Whitaker-Myers Wealth Managers, LTD.SMID RISNG ETF10.5K shtrimmed | $425K |
| RHODES INVESTMENT ADVISORS INC /ADVSMID RISNG ETF7K sh— | $282K |
| Grove Bank & TrustSMID RISNG ETF5.5K shheld | $223.2K |
| Olistico Wealth, LLCETF1K sh— | $41.3K |
| ELEVATION WEALTH PARTNERS, LLCSMID RISNG ETF788 shheld | $32K |
| Wealth Enhancement Trust Services, Inc.SMID RISNG ETF685 sh— | $27.8K |
| GAMMA Investing LLCETF542 sh— | $22K |
| Rosenberg Matthew HamiltonETF474 shheld | $19.2K |
| AMERICAN NATIONAL BANK & TRUSTSMID RISNG ETF220 shheld | $8.9K |
| FIRST COMMUNITY TRUST NASMID RISNG ETF207 shheld | $8.4K |
| GK Wealth Management LLCSMID RISNG ETF50 sh— | $2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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