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FT Vest SMID Rising Dividend Achievers Target Income ETF

86 hedge funds and large institutions have $210M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $193M → $210M (+$17.9M)

5% more funds holding

Funds holding: 8286 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.77% less ownership

Funds ownership: 51.09%42.33% (-8.8%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
43
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
51
Cary Street Partners
Virginia
$460K -$341K -17,246 -43%
NLP
52
Next Level Private
New York
$459K -$64.3K -3,257 -13%
AWM
53
AE Wealth Management
Kansas
$431K -$117K -5,930 -22%
IFG
54
Independent Financial Group
California
$418K +$49.6K +2,513 +14%
CIA
55
Concurrent Investment Advisors
Florida
$413K +$173K +8,782 +77%
FA
56
Faithward Advisors
Pennsylvania
$406K +$10.3K +520 +3%
BWP
57
Balboa Wealth Partners
Arizona
$380K +$159K +8,054 +77%
HighTower Advisors
58
HighTower Advisors
Illinois
$360K +$237 +12 +0.1%
TA
59
TKG Advisors
Indiana
$342K +$47.8K +2,422 +17%
AI
60
Atria Investments
North Carolina
$340K -$20.3K -1,027 -6%
OIA
61
OneDigital Investment Advisors
Kansas
$299K +$52.3K +2,650 +22%
SF
62
Synovus Financial
Georgia
$297K +$33.5K +1,695 +13%
CW
63
CreativeOne Wealth
Kansas
$295K -$153K -7,763 -35%
ASN
64
Advisory Services Network
Georgia
$295K +$56.1K +2,841 +25%
CAL
65
Capital Analysts LLC
Pennsylvania
$294K +$1.68K +85 +0.6%
KPWS
66
Kestra Private Wealth Services
Texas
$293K -$105K -5,330 -27%
NG
67
Novem Group
New York
$285K +$275K +13,901 New
AWS
68
Atria Wealth Solutions
New York
$285K -$11.3K -574 -4%
P
69
&Partners
Tennessee
$262K -$2.38M -120,736 -90%
IWN
70
Independent Wealth Network
Iowa
$256K -$6.78K -343 -3%
BCI
71
Brinker Capital Investments
Pennsylvania
$205K +$198K +10,016 New
LMKC
72
L.M. Kohn & Company
Ohio
$204K -$23.2K -1,175 -11%
IWC
73
Integrated Wealth Concepts
Massachusetts
$202K +$194K +9,845 New
NA
74
NewEdge Advisors
Louisiana
$122K +$117K +5,932 New
Morgan Stanley
75
Morgan Stanley
New York
$104K +$2.11K +107 +2%

SDVD Hedge Fund Activity: Q2 2025 in Review

86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q2 2025, worth a combined $210M — up 9.3% from $193M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDVD positions and 7 closed out — a net gain of 4 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.14M. The largest seller was Royal Bank of Canada, cutting an estimated $3.99M.

  • 86 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $210M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 11 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $6.14M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2025.