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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
TCM
76
Triumph Capital Management
Colorado
$341K +$130K +5,809 +59%
OIA
77
OneDigital Investment Advisors
Kansas
$336K +$20.2K +901 +6%
IWM
78
IHT Wealth Management
Illinois
$331K +$343K +15,251 New
KPWS
79
Kestra Private Wealth Services
Texas
$306K -$4.49K -200 -1%
SG
80
StoneX Group
New York
$301K -$108K -4,829 -26%
FA
81
Faithward Advisors
Pennsylvania
$268K +$18.7K +834 +7%
AWA
82
Arkadios Wealth Advisors
Georgia
$257K +$37.2K +1,654 +16%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$244K -$145K -6,440 -37%
AIM
84
Advyzon Investment Management
Illinois
$236K +$244K +10,853 New
NG
85
Novem Group
New York
$233K +$26.9K +1,198 +13%
AI
86
Atria Investments
North Carolina
$223K -$32.5K -1,449 -12%
QCIG
87
Quad-Cities Investment Group
Iowa
$212K +$219K +9,748 New
WIA
88
World Investment Advisors
California
$203K +$210K +9,352 New
NA
89
NewEdge Advisors
Louisiana
$177K +$8.38K +373 +5%
Morgan Stanley
90
Morgan Stanley
New York
$118K +$2.49K +111 +2%
SS
91
Sunbelt Securities
Texas
$97.7K +$44.9K +2,000 +80%
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$75.5K
LFG
93
Larson Financial Group
Missouri
$63.8K
FFA
94
Farther Finance Advisors
California
$53.6K
GWM
95
Geneos Wealth Management
Colorado
$52.1K +$27K +1,200 +100%
NS
96
NBC Securities
Alabama
$51.3K
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$8.88K -$1.37K -61 -13%
SIS
98
Sound Income Strategies
Florida
$8.49K
Russell Investments Group
99
Russell Investments Group
United Kingdom
$8.2K -$899 -40 -10%
RF
100
Rossby Financial
Florida
$6.19K +$6.36K +283 New

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.