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FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD

13 hedge funds and large institutions have $30.6M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,237% more capital invested

Capital invested by funds: $2.29M → $30.6M (+$28.3M)

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

333% more funds holding

Funds holding: 3 → 13 (+10)

48.58% more ownership

Funds ownership: 82.2% → 130.78% (+49%)

Holders
13
Holders Change
+10
Holders Change %
+333.33%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$9.99M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.96M
3
KAS
Kestra Advisory Services
Texas
+$1.74M
4
PFS
Prospera Financial Services
Texas
+$976K
5
BIM
Bullseye Investment Management
Ohio
+$892K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$347K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.1M +$9.96M +524,224 New
Truist Financial
2
Truist Financial
North Carolina
$10M +$9.99M +526,229 New
BIM
3
Bullseye Investment Management
Ohio
$3.18M +$892K +46,952 +45%
KAS
4
Kestra Advisory Services
Texas
$1.93M +$1.74M +91,626 New
PFS
5
Prospera Financial Services
Texas
$1.08M +$976K +51,387 New
SI
6
Stephens Inc
Arkansas
$813K +$732K +38,530 New
GSC
7
G&S Capital
Colorado
$592K +$533K +28,061 New
Osaic Holdings
8
Osaic Holdings
Arizona
$485K +$437K +23,017 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$411K +$370K +19,482 New
SFPG
10
Stonebridge Financial Planning Group
Florida
$382K +$344K +18,128 New
C
11
CEDRUS
Colorado
$352K +$317K +16,669 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$319K +$288K +15,145 New
ASN
13
Advisory Services Network
Georgia
$11.3K +$10.2K +537 New
HNB
14
Huntington National Bank
Ohio
$4.34K – – –
OMC
15
Old Mission Capital
Illinois
– -$347K -18,658 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$12K -653 Closed

SDVD Hedge Fund Activity: Q4 2023 in Review

13 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q4 2023, worth a combined $30.6M — up 1,237% from $2.29M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SDVD positions and 2 closed out — a net gain of 10 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $9.99M. The largest seller was Old Mission Capital, exiting entirely with an estimated $347K sold.

  • 13 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $30.6M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q4 2023, up 1,237% quarter-over-quarter.
  • 12 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q4 2023 and 2 closed out, a net change of +10 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q4 2023 was Truist Financial, an estimated $9.99M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q4 2023 was Old Mission Capital, an estimated $347K sold.

Based on aggregated 13F filings for Q4 2023.