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FT Vest SMID Rising Dividend Achievers Target Income ETF

105 hedge funds and large institutions have $320M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

186% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 22

21% more capital invested

Capital invested by funds: $264M → $320M (+$55.9M)

8% more funds holding

Funds holding: 97105 (+8)

3.33% more ownership

Funds ownership: 37.1%40.43% (+3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
63
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
51
Atlas Wealth
Ohio
$972K +$444K +19,746 +79%
MW
52
Maia Wealth
Colorado
$941K +$68.5K +3,048 +8%
Citadel Advisors
53
Citadel Advisors
Florida
$909K +$941K +41,908 New
1W
54
1776 Wealth
Georgia
$883K -$28K -1,247 -3%
CIA
55
Concurrent Investment Advisors
Florida
$876K +$337K +15,009 +59%
KA
56
Kovack Advisors
Florida
$869K +$61.2K +2,723 +7%
OMC
57
Old Mission Capital
Illinois
$831K +$514K +22,861 +148%
TA
58
TrueWealth Advisors
Alabama
$776K -$11.2K -498 -1%
SF
59
Summit Financial
New Jersey
$764K +$40.7K +1,812 +5%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$735K -$197K -8,777 -21%
CAL
61
Capital Analysts LLC
Pennsylvania
$725K +$45.8K +2,039 +6%
BWP
62
Balboa Wealth Partners
Arizona
$699K +$243K +10,829 +51%
HighTower Advisors
63
HighTower Advisors
Illinois
$669K +$270 +12 +0%
NFG
64
Nations Financial Group
Iowa
$661K +$8.42K +375 +1%
BCM
65
Brookstone Capital Management
Illinois
$586K +$360K +16,005 +145%
SA
66
Sanctuary Advisors
Indiana
$586K +$6.56K +292 +1%
TA
67
TKG Advisors
Indiana
$543K +$2.02K +90 +0.4%
SEP
68
Signature Equity Partners
Ohio
$524K -$14.8K -661 -3%
SCS
69
Southern Capital Services
Alabama
$511K -$12.8M -571,276 -96%
PFPG
70
Pinnacle Financial Partners (Georgia)
Georgia
$495K +$49.4K +2,197 +11%
CWP
71
Core Wealth Partners
California
$474K -$32.8K -1,460 -6%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$457K +$473K +21,065 New
ASN
73
Advisory Services Network
Georgia
$415K +$4.11K +183 +1%
GWP
74
Gateway Wealth Partners
Wisconsin
$361K +$373K +16,626 New
AWM
75
AE Wealth Management
Kansas
$343K +$39.4K +1,752 +12%

SDVD Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q1 2026, worth a combined $320M — up 21% from $264M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDVD positions and 4 closed out — a net gain of 10 holders — while 63 added to existing stakes and 22 trimmed.

The largest buyer was NFP Retirement Inc, opening a new position worth an estimated $14.5M. The largest seller was Southern Capital Services, cutting an estimated $12.8M.

  • 105 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q1 2026, up from 97 in Q4 2025.
  • Funds reported $320M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q1 2026, up 21% quarter-over-quarter.
  • 14 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q1 2026 and 4 closed out, a net change of +10 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q1 2026 was NFP Retirement Inc, an estimated $14.5M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q1 2026 was Southern Capital Services, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2026.