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FT Vest SMID Rising Dividend Achievers Target Income ETF

105 hedge funds and large institutions have $320M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

186% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 22

21% more capital invested

Capital invested by funds: $264M → $320M (+$55.9M)

8% more funds holding

Funds holding: 97105 (+8)

3.33% more ownership

Funds ownership: 37.1%40.43% (+3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
63
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.5M +$11.1M +492,195 +64%
SPIA
2
Steward Partners Investment Advisory
New York
$26.2M +$5.16M +229,534 +23%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$24.3M +$3.42M +152,453 +16%
Raymond James Financial
4
Raymond James Financial
Florida
$23.1M -$1.85M -82,421 -7%
Stifel Financial
5
Stifel Financial
Missouri
$19.3M +$8.01M +356,629 +67%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.2M +$4.4M +195,971 +39%
SI
7
Stephens Inc
Arkansas
$14.3M +$253K +11,265 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.9M +$2.47M +110,103 +23%
NRI
9
NFP Retirement Inc
California
$11.4M +$14.5M +645,000 New
KAS
10
Kestra Advisory Services
Texas
$11.3M +$2M +88,903 +21%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.58M +$1.5M +66,740 +20%
CIA
12
Capital Investment Advisors
Georgia
$8.43M +$265K +11,799 +3%
ZCP
13
Z3 Capital Partners
Virginia
$7.46M +$302K +13,446 +4%
IP
14
Indivisible Partners
Florida
$6.92M +$2.93M +130,490 +69%
PAG
15
Private Advisor Group
New Jersey
$6.26M -$108K -4,816 -2%
SCA
16
Snowden Capital Advisors
New York
$5.49M -$1.2M -53,352 -17%
CFD
17
Creative Financial Designs
Indiana
$5.3M +$213K +9,496 +4%
HI
18
Harbour Investments
Wisconsin
$4.64M +$2.62M +116,674 +120%
GSC
19
G&S Capital
Colorado
$3.9M +$276K +12,302 +7%
RA
20
RiverTree Advisors
Florida
$3.87M +$272K +12,120 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.83M +$674 +30 +0%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.5M -$316K -14,077 -8%
IA
23
IFP Advisors
Florida
$3.32M +$956K +42,544 +39%
AA
24
Advisory Advocates
Michigan
$3.26M +$160K +7,136 +5%
IA
25
Integrity Alliance
Iowa
$2.75M +$458K +20,380 +19%

SDVD Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q1 2026, worth a combined $320M — up 21% from $264M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDVD positions and 4 closed out — a net gain of 10 holders — while 63 added to existing stakes and 22 trimmed.

The largest buyer was NFP Retirement Inc, opening a new position worth an estimated $14.5M. The largest seller was Southern Capital Services, cutting an estimated $12.8M.

  • 105 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q1 2026, up from 97 in Q4 2025.
  • Funds reported $320M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q1 2026, up 21% quarter-over-quarter.
  • 14 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q1 2026 and 4 closed out, a net change of +10 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q1 2026 was NFP Retirement Inc, an estimated $14.5M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q1 2026 was Southern Capital Services, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2026.