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FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

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: 97 → 105 (+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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NRI
NFP Retirement Inc
California
+$14.5M
2
LPL Financial
LPL Financial
California
+$11.1M
3
Stifel Financial
Stifel Financial
Missouri
+$8.01M
4
SPIA
Steward Partners Investment Advisory
New York
+$5.16M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.4M

Top Sellers

Rank Fund Capital Flow
1
SCS
Southern Capital Services
Alabama
-$12.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.85M
3
SCA
Snowden Capital Advisors
New York
-$1.2M
4
JIP
Jaffetilchin Investment Partners
Florida
-$865K
5
First Trust Advisors
First Trust Advisors
Illinois
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$2.72M -$430K -19,144 -13%
MIM
27
MTM Investment Management
South Carolina
$2.36M +$243K +10,835 +11%
SFPG
28
Stonebridge Financial Planning Group
Florida
$2.1M -$112K -4,979 -5%
DIM
29
Delta Investment Management
California
$1.99M +$237K +10,530 +13%
CCM
30
Chiron Capital Management
Florida
$1.79M +$1.85M +82,448 New
GIA
31
Gladstone Institutional Advisory
Florida
$1.76M +$1.05M +46,696 +137%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1.71M +$762K +33,939 +76%
EAP
33
Elevation Advisory Partners
Florida
$1.64M +$1.64M +73,138 New
RA
34
RFG Advisory
Alabama
$1.5M +$606K +26,962 +64%
AAP
35
Arax Advisory Partners
Colorado
$1.44M +$136K +6,043 +10%
IAIM
36
International Assets Investment Management
Florida
$1.41M +$87K +3,874 +6%
CA
37
Cambridge Advisors
Nebraska
$1.36M +$92.1K +4,099 +7%
Jane Street
38
Jane Street
New York
$1.3M +$519K +23,125 +63%
WA
39
Whipplewood Advisors
Colorado
$1.28M -$337 -15 -0%
IFG
40
Independent Financial Group
California
$1.25M +$135K +6,018 +12%
TWM
41
Trueblood Wealth Management
Ohio
$1.22M +$188K +8,356 +18%
CIAS
42
Capital Investment Advisory Services
North Carolina
$1.19M +$163K +7,244 +15%
SOS
43
Silver Oak Securities
Tennessee
$1.11M +$314K +13,999 +38%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.09M +$531K +23,655 +90%
NLP
45
Next Level Private
New York
$1.08M +$53.8K +2,397 +5%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.06M +$146K +6,509 +15%
FIA
47
Foundations Investment Advisors
Arizona
$1.05M +$1.09M +48,592 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.05M +$495K +22,040 +83%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.04M -$83.8K -3,731 -7%
WW
50
Winnow Wealth
Texas
$1.02M -$5.37K -239 -0.5%
1
2
3 4 5

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.