First Trust Smid Cap Rising

Major stakeholders currently include LPL Financial LLC ($980.7M), Morgan Stanley ($732.8M), Raymond James Financial INC ($604.3M). Based on the latest 13F filings, there are a total of 560 tracked investment funds and institutions maintaining positions in SDVY.

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $594.2M, driven by 340 managers accumulating shares while 185 reduced their exposure.

In the latest period, 162 funds trimmed their holdings, and 23 managers completely exited their positions. The aggregate reported sell value was $2.5B.

Yes, buying activity remains notable. 57 institutions opened new positions in {ticker}, and 283 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.1B.