FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
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.
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: 97 → 105 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$14.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$8.01M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$5.16M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCS
Southern Capital Services
Daphne,
Alabama
|
-$12.8M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.85M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
-$1.2M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$865K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
101
Smartleaf Asset Management
Boston,
Massachusetts
| $5.64K | +$5.97K | +266 | New |
|
|
PSFG
102
Park Square Financial Group
Roswell,
Georgia
| $3.32K | +$3.44K | +153 | New |
|
|
SS
103
SBI Securities
Tokyo,
Japan
| $651 | -$943 | -42 | -58% |
|
|
DFA
104
DHJJ Financial Advisors
Naperville,
Illinois
| $434 | – | – | – |
|
105
Wells Fargo
San Francisco,
California
| $38 | +$22 | +1 | +100% |
|
|
JIP
106
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$865K | -40,314 | Closed |
|
|
JWCA
107
J.W. Cole Advisors
Tampa,
Florida
| – | -$305K | -14,211 | Closed |
|
|
LIA
108
Luken Investment Analytics
Brentwood,
Tennessee
| – | -$55K | -2,565 | Closed |
|
|
CAIM
109
Catherine Avery Investment Management
Longboat Key,
Florida
| – | -$46.4K | -2,163 | Closed |
|
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.