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FT Vest SMID Rising Dividend Achievers Target Income ETF

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: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 8685 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$83.1K -$874 -41 -1%
FFA
77
Farther Finance Advisors
California
$59.5K +$58.6K +2,750 New
NS
78
NBC Securities
Alabama
$51.1K
CAIM
79
Catherine Avery Investment Management
Florida
$46.8K
GWM
80
Geneos Wealth Management
Colorado
$25.9K +$12.8K +600 +100%
SS
81
SBI Securities
Japan
$23.6K +$298 +14 +1%
Bank of America
82
Bank of America
North Carolina
$11.6K +$11.4K +536 New
Comerica Bank
83
Comerica Bank
Texas
$10.7K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$7.6K +$7.46K +350 New
DFA
85
DHJJ Financial Advisors
Illinois
$433
Wells Fargo
86
Wells Fargo
California
$3
OMC
87
Old Mission Capital
Illinois
-$1.36M -66,301 Closed
AAP
88
Arax Advisory Partners
Colorado
-$1.04M -50,705 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
-$854K -41,631 Closed
GSIAS
90
Garden State Investment Advisory Services
New Jersey
-$845K -41,185 Closed
CW
91
CreativeOne Wealth
Kansas
-$295K -14,393 Closed
NG
92
Novem Group
New York
-$285K -13,901 Closed
P
93
&Partners
Tennessee
-$262K -12,764 Closed
IWN
94
Independent Wealth Network
Iowa
-$256K -12,470 Closed
LMKC
95
L.M. Kohn & Company
Ohio
-$204K -9,970 Closed
BTI
96
Blue Trust Inc
Georgia
-$41K -2,000 Closed
PP
97
Pacifica Partners
Canada
-$18.1K -880 Closed
CA
98
CoreCap Advisors
Michigan
-$3.69K -180 Closed

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.