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FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

85 hedge funds and large institutions have $238M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 18

13% more capital invested

Capital invested by funds: $210M → $238M (+$27.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 86 → 85 (-1)

4.43% less ownership

Funds ownership: 42.33% → 37.89% (-4.4%)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
46
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LIA
Luken Investment Analytics
Tennessee
+$7.5M
2
LPL Financial
LPL Financial
California
+$3.55M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.92M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.53M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.97M
2
OMC
Old Mission Capital
Illinois
-$1.36M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.2M
4
AAP
Arax Advisory Partners
Colorado
-$1.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$854K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$2.05M +$167K +7,856 +9%
IA
27
Integrity Alliance
Iowa
$1.98M +$562K +26,382 +40%
CCM
28
Chiron Capital Management
Florida
$1.95M +$24.1K +1,130 +1%
WW
29
Winnow Wealth
Texas
$1.33M +$1.29M +60,334 New
WA
30
Whipplewood Advisors
Colorado
$1.27M +$27.9K +1,307 +2%
AAS
31
Ameritas Advisory Services
Nebraska
$1.2M +$166K +7,772 +16%
CA
32
Cambridge Advisors
Nebraska
$1.2M +$435K +20,396 +58%
IAIM
33
International Assets Investment Management
Florida
$1.14M – – –
EA
34
Ergawealth Advisors
Illinois
$1.05M -$792K -37,172 -43%
SG
35
StoneX Group
New York
$970K +$22.8K +1,068 +2%
MW
36
Maia Wealth
Colorado
$936K -$141K -6,615 -13%
CIAS
37
Capital Investment Advisory Services
North Carolina
$934K +$140K +6,578 +18%
GIA
38
Gladstone Institutional Advisory
Florida
$879K -$29.1K -1,367 -3%
Jane Street
39
Jane Street
New York
$864K -$296K -13,902 -26%
1W
40
1776 Wealth
Georgia
$821K -$18K -843 -2%
NLP
41
Next Level Private
New York
$782K +$297K +13,951 +62%
SOS
42
Silver Oak Securities
Tennessee
$771K +$207K +9,724 +37%
TA
43
TrueWealth Advisors
Alabama
$749K +$110K +5,151 +17%
RA
44
RFG Advisory
Alabama
$724K +$713K +33,474 New
TWM
45
Trueblood Wealth Management
Ohio
$674K +$165K +7,746 +33%
NFG
46
Nations Financial Group
Iowa
$659K +$97.2K +4,563 +18%
IFG
47
Independent Financial Group
California
$626K +$183K +8,584 +42%
CWP
48
Core Wealth Partners
California
$618K +$62.9K +2,951 +12%
HighTower Advisors
49
HighTower Advisors
Illinois
$606K +$224K +10,511 +60%
SF
50
Synovus Financial
Georgia
$580K +$264K +12,368 +86%
1
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SDVD Hedge Fund Activity: Q3 2025 in Review

85 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q3 2025, worth a combined $238M — up 13% from $210M a quarter earlier.

Fund positioning in SDVD was balanced in Q3 2025: 12 funds opened new positions, 12 closed out, 46 added to existing stakes and 18 trimmed.

The largest buyer was Luken Investment Analytics, opening a new position worth an estimated $7.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.97M.

  • 85 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q3 2025, down from 86 in Q2 2025.
  • Funds reported $238M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 12 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q3 2025 and 12 closed out, a net change of 0 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q3 2025 was Luken Investment Analytics, an estimated $7.5M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2025.