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FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

51 hedge funds and large institutions have $97.8M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more funds holding

Funds holding: 47 → 51 (+4)

2% more capital invested

Capital invested by funds: $95.8M → $97.8M (+$2.06M)

18.75% less ownership

Funds ownership: 86.77% → 68.02% (-19%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
33
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.95M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.74M
3
SCA
Snowden Capital Advisors
New York
+$2.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.81M
5
HI
Harbour Investments
Wisconsin
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$13.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
3
BRWA
B. Riley Wealth Advisors
Florida
-$1.04M
4
LPL Financial
LPL Financial
California
-$583K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
VL
26
Vima LLC
Michigan
$732K +$254K +11,851 +56%
IA
27
IFP Advisors
Florida
$669K +$277K +12,932 +74%
SW
28
Schulz Wealth
Texas
$523K – – –
AAS
29
Ameritas Advisory Services
Nebraska
$508K +$256K +11,958 +108%
SA
30
Sanctuary Advisors
Indiana
$492K +$212K +9,903 +91%
TA
31
TrueWealth Advisors
Alabama
$485K +$107K +4,981 +29%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$478K +$253K +11,783 +119%
AI
33
Atria Investments
North Carolina
$458K +$139K +6,466 +45%
SOS
34
Silver Oak Securities
Tennessee
$398K +$387K +18,071 New
TWM
35
Trueblood Wealth Management
Ohio
$392K +$124K +5,774 +48%
BEI
36
Benjamin Edwards Inc
Missouri
$369K +$359K +16,736 New
MW
37
Maia Wealth
Colorado
$368K +$360K +16,809 New
SW
38
SteelPeak Wealth
California
$356K +$38.6K +1,800 +13%
CW
39
CreativeOne Wealth
Kansas
$347K +$337K +15,723 New
NFG
40
Nations Financial Group
Iowa
$328K +$62.1K +2,898 +24%
KPWS
41
Kestra Private Wealth Services
Texas
$319K +$310K +14,460 New
TA
42
TKG Advisors
Indiana
$317K +$64.9K +3,029 +27%
LPL Financial
43
LPL Financial
California
$272K -$583K -27,186 -69%
OIA
44
OneDigital Investment Advisors
Kansas
$243K – – –
CIAS
45
Capital Investment Advisory Services
North Carolina
$233K +$218K +10,173 +2,713%
IWN
46
Independent Wealth Network
Iowa
$201K +$195K +9,090 New
Morgan Stanley
47
Morgan Stanley
New York
$105K +$102K +4,760 +476,000%
CFGS
48
Concourse Financial Group Securities
Alabama
$91.9K +$88.7K +4,137 New
HNB
49
Huntington National Bank
Ohio
$6.31K – – –
CA
50
CoreCap Advisors
Michigan
$3.97K +$3.86K +180 New
1
2
3

SDVD Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q3 2024, worth a combined $97.8M — up 2.2% from $95.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SDVD positions and 5 closed out — a net gain of 5 holders — while 33 added to existing stakes and 5 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.95M. The largest seller was Truist Financial, cutting an estimated $13.4M.

  • 51 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q3 2024, up from 47 in Q2 2024.
  • Funds reported $97.8M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 10 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $4.95M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q3 2024 was Truist Financial, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2024.