FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
82 hedge funds and large institutions have $193M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 6 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 10
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
26% more capital invested
Capital invested by funds: $152M → $193M (+$40.3M)
21% more funds holding
Funds holding: 68 → 82 (+14)
14.98% less ownership
Funds ownership: 66.07% → 51.09% (-15%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$18.9M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$11.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.43M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$7.48M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
-$9.31M |
| 2 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$4.21M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.02M |
| 4 |
Jane Street
New York
|
-$1.4M |
| 5 |
NLP
Next Level Private
Harrison,
New York
|
-$523K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
SBI Securities
Tokyo,
Japan
| $27K | +$26.1K | +1,229 | +1,016% |
|
|
PP
77
Pacifica Partners
Surrey,
Canada
| $16.6K | – | – | – |
|
78
Comerica Bank
Dallas,
Texas
| $9.9K | +$10.5K | +496 | New |
|
|
PS
79
Principal Securities
Des Moines,
Iowa
| $7.44K | – | – | – |
|
|
HNB
80
Huntington National Bank
Columbus,
Ohio
| $5.71K | – | – | – |
|
|
CA
81
CoreCap Advisors
Southfield,
Michigan
| $3.6K | – | – | – |
|
|
DFA
82
DHJJ Financial Advisors
Naperville,
Illinois
| $400 | +$425 | +20 | New |
|
83
Wells Fargo
San Francisco,
California
| $21 | +$21 | +1 | New |
|
|
SHFP
84
Second Half Financial Partners
Sebring,
Florida
| – | -$9.31M | -432,623 | Closed |
|
|
USCWA
85
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$4.21M | -195,837 | Closed |
|
|
SW
86
SteelPeak Wealth
Woodland Hills,
California
| – | -$360K | -16,750 | Closed |
|
|
OMC
87
Old Mission Capital
Chicago,
Illinois
| – | -$358K | -16,660 | Closed |
|
|
CFGS
88
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$93.8K | -4,137 | Closed |
|
|
KIM
89
Kestra Investment Management
Austin,
Texas
| – | -$8.12K | -377 | Closed |
|
SDVD Hedge Fund Activity: Q1 2025 in Review
82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q1 2025, worth a combined $193M — up 26% from $152M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SDVD positions and 6 closed out — a net gain of 14 holders — while 45 added to existing stakes and 10 trimmed.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $18.9M. The largest seller was Second Half Financial Partners, exiting entirely with an estimated $9.31M sold.
- 82 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q1 2025, up from 68 in Q4 2024.
- Funds reported $193M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q1 2025, up 26% quarter-over-quarter.
- 20 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q1 2025 and 6 closed out, a net change of +14 holders.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $18.9M added.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q1 2025 was Second Half Financial Partners, an estimated $9.31M sold.
Based on aggregated 13F filings for Q1 2025.