FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
33 hedge funds and large institutions have $86.7M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 1 closing their positions.
2,000% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 1
1,000% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 1
183% more capital invested
Capital invested by funds: $30.6M → $86.7M (+$56.1M)
154% more funds holding
Funds holding: 13 → 33 (+20)
9.57% less ownership
Funds ownership: 130.78% → 121.22% (-9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
+$9.2M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$8.04M |
| 3 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$5.54M |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$4.79M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$361K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$11.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
26
CreativeOne Wealth
Overland Park,
Kansas
| $326K | +$308K | +14,798 | New |
|
|
EA
27
Ergawealth Advisors
Oak Brook,
Illinois
| $317K | +$300K | +14,406 | New |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $277K | +$262K | +12,580 | New |
|
29
LPL Financial
San Diego,
California
| $261K | +$247K | +11,873 | New |
|
|
TWM
30
Trueblood Wealth Management
Lima,
Ohio
| $259K | +$245K | +11,759 | New |
|
|
OIA
31
OneDigital Investment Advisors
Overland Park,
Kansas
| $242K | +$229K | +11,006 | New |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| $203K | +$192K | +9,220 | New |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $38.7K | +$36.7K | +1,760 | New |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| – | -$11.3K | -537 | Closed |
|
SDVD Hedge Fund Activity: Q1 2024 in Review
33 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q1 2024, worth a combined $86.7M — up 183% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SDVD positions and 1 closed out — a net gain of 20 holders — while 11 added to existing stakes and 1 trimmed.
The largest buyer was Luken Investment Analytics, opening a new position worth an estimated $9.2M. The largest seller was Kestra Advisory Services, cutting an estimated $361K.
- 33 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q1 2024, up from 13 in Q4 2023.
- Funds reported $86.7M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q1 2024, up 183% quarter-over-quarter.
- 21 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q1 2024 and 1 closed out, a net change of +20 holders.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q1 2024 was Luken Investment Analytics, an estimated $9.2M added.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q1 2024 was Kestra Advisory Services, an estimated $361K sold.
Based on aggregated 13F filings for Q1 2024.