SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview Fund Activity

475 hedge funds and large institutions have $5.91B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 277 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-22
Holders Change %
-4.43%
% of All Funds
6.45%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
40
Increased
277
Reduced
117
Closed
50
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$215K

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
$419M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$168M
3
LPL Financial
LPL Financial
California
$783M
4
NA
NewEdge Advisors
Louisiana
$49.6M
5
Morgan Stanley
Morgan Stanley
New York
$652M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
SPIA
Steward Partners Investment Advisory
New York
$20.1M
3
FS
Ferguson Shapiro
Georgia
$0
4
PCM
Presidio Capital Management
California
$249K
5
BFA
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$1.44M -$639K -16,354 -31%
GAA
227
Global Assets Advisory
Florida
$1.43M +$955K +30,098 +200%
AAS
228
Ameritas Advisory Services
Nebraska
$1.43M +$114K +3,251 +9%
GFG
229
Grantvest Financial Group
New Jersey
$1.42M +$66.4K +1,983 +5%
CAM
230
Cresset Asset Management
Illinois
$1.42M +$87.2K +2,604 +7%
BFA
231
Beacon Financial Advisory
Ohio
$1.41M +$543K +16,197 +63%
PAS
232
PKS Advisory Services
New York
$1.41M +$151K +4,531 +12%
CWM
233
Cornerstone Wealth Management
Missouri
$1.4M +$151K +4,517 +12%
MIM
234
Marshall Investment Management
Colorado
$1.4M +$22K +658 +2%
AWMNY
235
Arcadia Wealth Management (New York)
New York
$1.39M +$415K +12,379 +43%
VFO
236
Virtus Family Office
Texas
$1.36M +$469 +14 +0%
CW
237
CreativeOne Wealth
Kansas
$1.33M -$135K -4,036 -9%
PTC
238
Private Trust Company
Ohio
$1.32M -$32.6K -974 -2%
RFP
239
Root Financial Partners
California
$1.31M -$5.66K -169 -0.4%
CHC
240
City Holding Co
West Virginia
$1.31M +$102K +3,032 +8%
KWA
241
Kingswood Wealth Advisors
California
$1.3M +$207K +6,191 +19%
P
242
&Partners
Tennessee
$1.29M -$114K -3,402 -8%
TSWM
243
Tyler-Stone Wealth Management
Ohio
$1.28M +$64.4K +1,921 +5%
GWM
244
Geneos Wealth Management
Colorado
$1.28M +$892K +26,620 +231%
AGA
245
Arkos Global Advisors
Texas
$1.25M +$74.9K +2,237 +6%
WIM
246
WealthPlan Investment Management
Nebraska
$1.22M +$180K +5,364 +17%
BCI
247
Brinker Capital Investments
Pennsylvania
$1.21M +$164K +4,908 +16%
OPS
248
Orion Portfolio Solutions
Nebraska
$1.21M +$164K +4,908 +16%
FHA
249
Flagship Harbor Advisors
Massachusetts
$1.19M +$111K +3,318 +10%
AWG
250
Altus Wealth Group
Colorado
$1.18M +$64.8K +1,934 +6%
8 9
10
11 12