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FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

47 hedge funds and large institutions have $95.8M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

42% more funds holding

Funds holding: 33 → 47 (+14)

10% more capital invested

Capital invested by funds: $86.7M → $95.8M (+$9.07M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

34.45% less ownership

Funds ownership: 121.22% → 86.77% (-34%)

Holders
47
Holders Change
+14
Holders Change %
+42.42%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
22
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$5.93M
2
SHFP
Second Half Financial Partners
Florida
+$3.69M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.7M
5
Truist Financial
Truist Financial
North Carolina
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
LIA
Luken Investment Analytics
Tennessee
-$9.33M
2
Jane Street
Jane Street
New York
-$1.58M
3
KAS
Kestra Advisory Services
Texas
-$1.07M
4
SI
Stephens Inc
Arkansas
-$446K
5
CW
CreativeOne Wealth
Kansas
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
26
Schulz Wealth
Texas
$493K – – –
VL
27
Vima LLC
Michigan
$444K +$451K +21,332 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$428K -$151K -7,130 -26%
IA
29
IFP Advisors
Florida
$362K +$33.5K +1,587 +10%
TA
30
TrueWealth Advisors
Alabama
$354K +$360K +17,016 New
BFEC
31
Benjamin F. Edwards & Company
Missouri
$328K +$67.7K +3,203 +25%
SW
32
SteelPeak Wealth
California
$299K +$303K +14,350 New
AI
33
Atria Investments
North Carolina
$298K +$302K +14,313 New
Jane Street
34
Jane Street
New York
$261K -$1.58M -74,635 -86%
TWM
35
Trueblood Wealth Management
Ohio
$249K +$4.9K +232 +2%
NFG
36
Nations Financial Group
Iowa
$249K +$253K +11,978 New
TA
37
TKG Advisors
Indiana
$236K +$240K +11,361 New
AAS
38
Ameritas Advisory Services
Nebraska
$230K +$234K +11,070 New
OIA
39
OneDigital Investment Advisors
Kansas
$229K – – –
SA
40
Sanctuary Advisors
Indiana
$228K +$230K +10,884 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$206K +$209K +9,891 New
IAIM
42
International Assets Investment Management
Florida
$110K +$112K +5,300 New
HI
43
Harbour Investments
Wisconsin
$36.6K – – –
LIA
44
Luken Investment Analytics
Tennessee
$10.7K -$9.33M -441,283 -100%
CIAS
45
Capital Investment Advisory Services
North Carolina
$7.8K +$7.92K +375 New
PS
46
Principal Securities
Iowa
$3.31K +$3.36K +159 New
Morgan Stanley
47
Morgan Stanley
New York
$26 +$21 +1 New
CW
48
CreativeOne Wealth
Kansas
– -$326K -14,798 Closed
OMC
49
Old Mission Capital
Illinois
– -$203K -9,220 Closed
1
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SDVD Hedge Fund Activity: Q2 2024 in Review

47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q2 2024, worth a combined $95.8M — up 10% from $86.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SDVD positions and 2 closed out — a net gain of 14 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $5.93M. The largest seller was Luken Investment Analytics, cutting an estimated $9.33M.

  • 47 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q2 2024, up from 33 in Q1 2024.
  • Funds reported $95.8M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 16 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q2 2024 and 2 closed out, a net change of +14 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q2 2024 was Stifel Financial, an estimated $5.93M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q2 2024 was Luken Investment Analytics, an estimated $9.33M sold.

Based on aggregated 13F filings for Q2 2024.