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FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

68 hedge funds and large institutions have $152M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 4

56% more capital invested

Capital invested by funds: $97.8M → $152M (+$54.3M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more funds holding

Funds holding: 51 → 68 (+17)

1.94% less ownership

Funds ownership: 68.02% → 66.07% (-1.9%)

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
40
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.29M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.55M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.76M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.09M
5
CIA
Capital Investment Advisors
Georgia
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$795K
2
USCWA
U.S. Capital Wealth Advisors
Texas
-$200K
3
AI
Atria Investments
North Carolina
-$108K
4
HI
Harbour Investments
Wisconsin
-$73.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
26
MTM Investment Management
South Carolina
$1.4M +$99.2K +4,400 +7%
IA
27
IFP Advisors
Florida
$1.33M +$712K +31,557 +104%
AAS
28
Ameritas Advisory Services
Nebraska
$1.19M +$727K +32,242 +140%
Truist Financial
29
Truist Financial
North Carolina
$1.15M +$276K +12,220 +30%
MW
30
Maia Wealth
Colorado
$1.14M +$768K +34,058 +203%
NLP
31
Next Level Private
New York
$1.08M +$313K +13,875 +38%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$1M +$79.2K +3,511 +8%
SG
33
StoneX Group
New York
$968K +$1.01M +44,991 New
CSP
34
Cary Street Partners
Virginia
$962K +$1.01M +44,725 New
AAP
35
Arax Advisory Partners
Colorado
$856K +$897K +39,789 New
First Trust Advisors
36
First Trust Advisors
Illinois
$709K +$743K +32,946 New
LPL Financial
37
LPL Financial
California
$609K +$360K +15,951 +129%
WA
38
Whipplewood Advisors
Colorado
$606K +$635K +28,163 New
IAIM
39
International Assets Investment Management
Florida
$581K +$611K +27,090 New
TA
40
TrueWealth Advisors
Alabama
$548K +$78.7K +3,492 +16%
AWM
41
AE Wealth Management
Kansas
$531K +$557K +24,695 New
SOS
42
Silver Oak Securities
Tennessee
$519K +$139K +6,148 +34%
SW
43
Schulz Wealth
Texas
$510K – – –
NFG
44
Nations Financial Group
Iowa
$503K +$192K +8,505 +57%
SA
45
Sanctuary Advisors
Indiana
$486K +$17.1K +760 +4%
TWM
46
Trueblood Wealth Management
Ohio
$444K +$64.5K +2,861 +16%
CW
47
CreativeOne Wealth
Kansas
$427K +$92.8K +4,116 +26%
KPWS
48
Kestra Private Wealth Services
Texas
$422K +$117K +5,175 +36%
CIAS
49
Capital Investment Advisory Services
North Carolina
$413K +$195K +8,645 +82%
FA
50
Faithward Advisors
Pennsylvania
$383K +$401K +17,781 New
1
2
3

SDVD Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q4 2024, worth a combined $152M — up 56% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDVD positions and 0 closed out — a net gain of 20 holders — while 40 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.29M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $795K.

  • 68 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $152M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 56% quarter-over-quarter.
  • 20 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 0 closed out, a net change of +20 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $6.29M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $795K sold.

Based on aggregated 13F filings for Q4 2024.