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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

502 hedge funds and large institutions have $7.65B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 264 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 26

252% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 75

59% more capital invested

Capital invested by funds: $4.83B → $7.65B (+$2.82B)

53% more funds holding in top 10

Funds holding in top 10: 19 → 29 (+10)

25% more funds holding

Funds holding: 403 → 502 (+99)

1.43% less ownership

Funds ownership: 79.39% → 77.96% (-1.4%)

Holders
502
Holders Change
+99
Holders Change %
+24.57%
% of All Funds
6.61%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.38%
New
136
Increased
264
Reduced
75
Closed
26
Calls
$143K
Puts
–
Net Calls
+$143K
Net Calls Change
-$101K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$148M
2
Morgan Stanley
Morgan Stanley
New York
+$141M
3
Wells Fargo
Wells Fargo
California
+$81.3M
4
IAA
Independent Advisor Alliance
North Carolina
+$52.9M
5
Bank of America
Bank of America
North Carolina
+$49.7M

Top Sellers

Rank Fund Capital Flow
1
HAS
Horizon Advisory Services
New York
-$27.9M
2
AFS
Aft Forsyth & Sober
Florida
-$9.12M
3
M1FG
Mach-1 Financial Group
Arkansas
-$8.33M
4
Goldman Sachs
Goldman Sachs
New York
-$3.85M
5
YIH
Y-Intercept (HK)
Hong Kong
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
226
Marshall Financial Group (Maryland)
Maryland
$1.51M +$7K +187 +0.4%
MIM
227
Marshall Investment Management
Colorado
$1.5M +$1.54M +41,172 New
CA
228
Capital Advantage
California
$1.48M +$196K +5,244 +15%
USCWA
229
U.S. Capital Wealth Advisors
Texas
$1.47M +$1.09M +29,228 +247%
WCFA
230
Walkner Condon Financial Advisors
Wisconsin
$1.47M +$399K +10,671 +35%
OIA
231
OneDigital Investment Advisors
Kansas
$1.46M +$363K +9,702 +31%
BCM
232
Brookstone Capital Management
Illinois
$1.46M +$645K +17,249 +74%
VFO
233
Virtus Family Office
Texas
$1.45M +$1.52M +40,577 New
GFG
234
Grantvest Financial Group
New Jersey
$1.45M +$1.51M +40,416 New
PTC
235
Private Trust Company
Ohio
$1.45M +$180K +4,815 +14%
CAM
236
Cresset Asset Management
Illinois
$1.42M +$82.5K +2,204 +6%
RFP
237
Root Financial Partners
California
$1.41M -$110K -2,930 -7%
HH
238
Hilltop Holdings
Texas
$1.41M +$4.08K +109 +0.3%
MWA
239
Medallion Wealth Advisors
Connecticut
$1.37M +$1.45M +38,655 New
BRWA
240
B. Riley Wealth Advisors
Florida
$1.35M +$218K +5,837 +18%
PAS
241
PKS Advisory Services
New York
$1.35M +$1.41M +37,675 New
AAS
242
Ameritas Advisory Services
Nebraska
$1.35M -$1.02M -27,312 -42%
CWM
243
Cornerstone Wealth Management
Missouri
$1.34M +$776K +20,741 +125%
MWM
244
MinichMacGregor Wealth Management
New York
$1.32M -$164K -4,376 -11%
MIH
245
Meitav Investment House
Israel
$1.3M – – –
TSWM
246
Tyler-Stone Wealth Management
Ohio
$1.3M +$167K +4,457 +14%
CHC
247
City Holding Co
West Virginia
$1.29M +$1.35M +36,003 New
OFS
248
OneAscent Financial Services
Alabama
$1.27M +$1.32M +35,343 New
AGA
249
Arkos Global Advisors
Texas
$1.26M +$52.7K +1,408 +4%
SWA
250
Stratos Wealth Advisors
Ohio
$1.23M -$2.47M -66,011 -66%
8 9
10
11 12

SDVY Hedge Fund Activity: Q4 2024 in Review

502 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2024, worth a combined $7.65B — up 59% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new SDVY positions and 26 closed out — a net gain of 110 holders — while 264 added to existing stakes and 75 trimmed.

The largest buyer was LPL Financial, adding an estimated $148M. The largest seller was Horizon Advisory Services, cutting an estimated $27.9M.

  • 502 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2024, up from 403 in Q3 2024.
  • Funds reported $7.65B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2024, up 59% quarter-over-quarter.
  • 136 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2024 and 26 closed out, a net change of +110 holders.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2024 was LPL Financial, an estimated $148M added.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2024 was Horizon Advisory Services, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2024.