We are live on ! Find out more
SDVD icon

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
SA
51
Sanctuary Advisors
Indiana
$564K +$13.6K +637 +3%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$547K +$497K +23,324 +1,186%
SW
53
Schulz Wealth
Texas
$512K – – –
CIA
54
Concurrent Investment Advisors
Florida
$502K +$66K +3,096 +15%
BCI
55
Brinker Capital Investments
Pennsylvania
$496K +$275K +12,904 +129%
MML Investors Services
56
MML Investors Services
Massachusetts
$494K +$384 +18 +0.1%
CAL
57
Capital Analysts LLC
Pennsylvania
$489K +$176K +8,281 +58%
BWP
58
Balboa Wealth Partners
Arizona
$449K +$48.4K +2,273 +12%
FA
59
Faithward Advisors
Pennsylvania
$396K -$31.7K -1,488 -8%
AWM
60
AE Wealth Management
Kansas
$367K -$86.2K -4,045 -19%
TA
61
TKG Advisors
Indiana
$366K +$5.56K +261 +2%
ASN
62
Advisory Services Network
Georgia
$325K +$18.2K +856 +6%
AI
63
Atria Investments
North Carolina
$323K -$34.4K -1,614 -10%
IWC
64
Integrated Wealth Concepts
Massachusetts
$317K +$103K +4,834 +49%
OIA
65
OneDigital Investment Advisors
Kansas
$315K – – –
KPWS
66
Kestra Private Wealth Services
Texas
$309K – – –
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$287K +$286K +13,421 New
JWCA
68
J.W. Cole Advisors
Florida
$267K +$263K +12,346 New
CSP
69
Cary Street Partners
Virginia
$243K -$239K -11,206 -50%
JIP
70
Jaffetilchin Investment Partners
Florida
$216K +$213K +9,977 New
TCM
71
Triumph Capital Management
Colorado
$215K +$212K +9,949 New
AW
72
Atlas Wealth
Ohio
$205K +$202K +9,494 New
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$190K +$222K +10,439 New
NA
74
NewEdge Advisors
Louisiana
$151K +$22.8K +1,072 +18%
Morgan Stanley
75
Morgan Stanley
New York
$113K +$3K +141 +3%
1 2
3
4

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.