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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
Raymond James Financial
1
Raymond James Financial
Florida
$22.6M -$1.2M -56,119 -5%
SPIA
2
Steward Partners Investment Advisory
New York
$20.6M +$1.53M +71,785 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.6M -$3.97M -186,257 -17%
Stifel Financial
4
Stifel Financial
Missouri
$15.1M +$834K +39,139 +6%
SI
5
Stephens Inc
Arkansas
$14M +$1.09M +51,133 +9%
LPL Financial
6
LPL Financial
California
$12.3M +$3.55M +166,436 +42%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.1M -$249K -11,671 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$9.13M +$1.92M +90,158 +27%
KAS
9
Kestra Advisory Services
Texas
$8.59M +$1.11M +52,015 +15%
CIA
10
Capital Investment Advisors
Georgia
$8.15M -$152K -7,141 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.85M -$509K -23,873 -6%
LIA
12
Luken Investment Analytics
Tennessee
$7.61M +$7.5M +351,771 New
PAG
13
Private Advisor Group
New Jersey
$6.08M +$287K +13,480 +5%
BIM
14
Bullseye Investment Management
Ohio
$5.23M
SCA
15
Snowden Capital Advisors
New York
$5.16M +$733K +34,409 +17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.89M -$374K -17,566 -9%
PFS
17
Prospera Financial Services
Texas
$3.76M +$940K +44,089 +34%
RA
18
RiverTree Advisors
Florida
$3.66M -$378K -17,741 -9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.59M +$792K +37,165 +29%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.53M +$1.3M +61,070 +60%
GSC
21
G&S Capital
Colorado
$2.72M +$102K +4,805 +4%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.68M +$339K +15,887 +15%
IA
23
IFP Advisors
Florida
$2.67M +$978K +45,889 +59%
SFPG
24
Stonebridge Financial Planning Group
Florida
$2.42M -$368K -17,261 -13%
MIM
25
MTM Investment Management
South Carolina
$2.05M +$623K +29,250 +45%

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.