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FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

82 hedge funds and large institutions have $193M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 10

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $152M → $193M (+$40.3M)

21% more funds holding

Funds holding: 68 → 82 (+14)

14.98% less ownership

Funds ownership: 66.07% → 51.09% (-15%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
20
Increased
45
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$18.9M
2
Raymond James Financial
Raymond James Financial
Florida
+$11.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.43M
4
Stifel Financial
Stifel Financial
Missouri
+$7.48M
5
CIA
Capital Investment Advisors
Georgia
+$5.35M

Top Sellers

Rank Fund Capital Flow
1
SHFP
Second Half Financial Partners
Florida
-$9.31M
2
USCWA
U.S. Capital Wealth Advisors
Texas
-$4.21M
3
OIA
OneDigital Investment Advisors
Kansas
-$2.02M
4
Jane Street
Jane Street
New York
-$1.4M
5
NLP
Next Level Private
New York
-$523K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$1.37M +$138K +6,474 +10%
MIM
27
MTM Investment Management
South Carolina
$1.3M +$2.55K +120 +0.2%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.28M +$657K +30,902 +94%
AAS
29
Ameritas Advisory Services
Nebraska
$1.19M – – –
IA
30
Integrity Alliance
Iowa
$1.04M +$1.11M +52,067 New
MW
31
Maia Wealth
Colorado
$1.01M +$66.2K +3,112 +6%
SG
32
StoneX Group
New York
$940K +$44.2K +2,080 +5%
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$923K -$6.48K -305 -0.7%
AAP
34
Arax Advisory Partners
Colorado
$858K +$67.1K +3,154 +8%
Truist Financial
35
Truist Financial
North Carolina
$823K -$262K -12,334 -23%
CSP
36
Cary Street Partners
Virginia
$792K -$107K -5,053 -11%
WW
37
Winnow Wealth
Texas
$724K +$770K +36,231 New
IAIM
38
International Assets Investment Management
Florida
$717K +$187K +8,802 +32%
WA
39
Whipplewood Advisors
Colorado
$574K +$1.98M +93,094 +331%
TA
40
TrueWealth Advisors
Alabama
$574K +$69K +3,246 +13%
CIAS
41
Capital Investment Advisory Services
North Carolina
$560K +$188K +8,850 +46%
AWM
42
AE Wealth Management
Kansas
$539K +$48.3K +2,273 +9%
NLP
43
Next Level Private
New York
$512K -$523K -24,615 -49%
SA
44
Sanctuary Advisors
Indiana
$510K +$85.1K +4,004 +19%
SOS
45
Silver Oak Securities
Tennessee
$498K +$18K +848 +4%
SW
46
Schulz Wealth
Texas
$473K – – –
CW
47
CreativeOne Wealth
Kansas
$442K +$49.3K +2,317 +12%
MML Investors Services
48
MML Investors Services
Massachusetts
$438K +$466K +21,917 New
TWM
49
Trueblood Wealth Management
Ohio
$436K +$25.1K +1,182 +6%
CA
50
Cambridge Advisors
Nebraska
$422K +$449K +21,128 New
1
2
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SDVD Hedge Fund Activity: Q1 2025 in Review

82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q1 2025, worth a combined $193M — up 26% from $152M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDVD positions and 6 closed out — a net gain of 14 holders — while 45 added to existing stakes and 10 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $18.9M. The largest seller was Second Half Financial Partners, exiting entirely with an estimated $9.31M sold.

  • 82 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $193M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 20 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q1 2025 and 6 closed out, a net change of +14 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $18.9M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q1 2025 was Second Half Financial Partners, an estimated $9.31M sold.

Based on aggregated 13F filings for Q1 2025.