SDVD icon

FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

Overview Fund Activity

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.

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
0.91%
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

1
Raymond James Financial
1
Raymond James Financial
Florida
$12.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.77M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.01M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.04M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$4.21M
3
AI
3
Atria Investments
North Carolina
$344K
4
HI
4
Harbour Investments
Wisconsin
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
26
MTM Investment Management
South Carolina
$1.4M 64,935 +4,400 +7%
IA
27
IFP Advisors
Florida
$1.33M 61,883 +31,557 +104%
AAS
28
Ameritas Advisory Services
Nebraska
$1.19M 55,270 +32,242 +140%
Truist Financial
29
Truist Financial
North Carolina
$1.15M 53,535 +12,220 +30%
MW
30
Maia Wealth
Colorado
$1.14M 50,867 +34,058 +203%
NLP
31
Next Level Private
New York
$1.08M 50,275 +13,875 +38%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$1M 46,526 +3,511 +8%
SG
33
StoneX Group
New York
$968K 44,991 +44,991 New
CSP
34
Cary Street Partners
Virginia
$962K 44,725 +44,725 New
AAP
35
Arax Advisory Partners
Colorado
$856K 39,789 +39,789 New
First Trust Advisors
36
First Trust Advisors
Illinois
$709K 32,946 +32,946 New
LPL Financial
37
LPL Financial
California
$609K 28,286 +15,951 +129%
WA
38
Whipplewood Advisors
Colorado
$606K 28,163 +28,163 New
IAIM
39
International Assets Investment Management
Florida
$581K 27,090 +27,090 New
TA
40
TrueWealth Advisors
Alabama
$548K 25,489 +3,492 +16%
AWM
41
AE Wealth Management
Kansas
$531K 24,695 +24,695 New
SOS
42
Silver Oak Securities
Tennessee
$519K 24,219 +6,148 +34%
SW
43
Schulz Wealth
Texas
$510K 23,700 – –
NFG
44
Nations Financial Group
Iowa
$503K 23,381 +8,505 +57%
SA
45
Sanctuary Advisors
Indiana
$486K 21,547 +760 +4%
TWM
46
Trueblood Wealth Management
Ohio
$444K 20,626 +2,861 +16%
CW
47
CreativeOne Wealth
Kansas
$427K 19,839 +4,116 +26%
KPWS
48
Kestra Private Wealth Services
Texas
$422K 19,635 +5,175 +36%
CIAS
49
Capital Investment Advisory Services
North Carolina
$413K 19,193 +8,645 +82%
FA
50
Faithward Advisors
Pennsylvania
$383K 17,781 +17,781 New
1
2
3