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FT Vest SMID Rising Dividend Achievers Target Income ETF

86 hedge funds and large institutions have $210M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $193M → $210M (+$17.9M)

5% more funds holding

Funds holding: 8286 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.77% less ownership

Funds ownership: 51.09%42.33% (-8.8%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
43
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$22.6M -$801K -40,533 -4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.4M +$964K +48,786 +5%
SPIA
3
Steward Partners Investment Advisory
New York
$18.1M -$130K -6,601 -0.7%
Stifel Financial
4
Stifel Financial
Missouri
$13.5M +$69K +3,494 +0.5%
SI
5
Stephens Inc
Arkansas
$12.2M +$323K +16,333 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.7M -$3.99M -201,949 -28%
LPL Financial
7
LPL Financial
California
$8.21M +$6.14M +310,673 +347%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.93M +$121K +6,129 +2%
CIA
9
Capital Investment Advisors
Georgia
$7.88M +$50.6K +2,560 +0.7%
KAS
10
Kestra Advisory Services
Texas
$7.08M +$2.73M +138,162 +67%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.81M +$621K +31,419 +10%
PAG
12
Private Advisor Group
New Jersey
$5.49M +$5.29M +267,822 New
BIM
13
Bullseye Investment Management
Ohio
$5.23M
SCA
14
Snowden Capital Advisors
New York
$4.18M +$45.6K +2,306 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.05M -$1.99M -100,700 -34%
RA
16
RiverTree Advisors
Florida
$3.84M +$1.69M +85,589 +84%
PFS
17
Prospera Financial Services
Texas
$2.66M +$157K +7,940 +7%
SFPG
18
Stonebridge Financial Planning Group
Florida
$2.65M +$86.1K +4,358 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.65M +$132K +6,701 +5%
GSC
20
G&S Capital
Colorado
$2.48M +$90.6K +4,587 +4%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.22M +$879K +44,482 +70%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.1M -$29.6K -1,500 -1%
CCM
23
Chiron Capital Management
Florida
$1.83M -$13.4K -676 -0.8%
HI
24
Harbour Investments
Wisconsin
$1.78M +$151K +7,636 +10%
EA
25
Ergawealth Advisors
Illinois
$1.76M -$828K -41,938 -33%

SDVD Hedge Fund Activity: Q2 2025 in Review

86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q2 2025, worth a combined $210M — up 9.3% from $193M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDVD positions and 7 closed out — a net gain of 4 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.14M. The largest seller was Royal Bank of Canada, cutting an estimated $3.99M.

  • 86 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $210M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 11 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $6.14M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2025.