SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

497 hedge funds and large institutions have $7.62B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+96
Holders Change %
+23.94%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.37%
New
133
Increased
262
Reduced
75
Closed
26
Calls
$143K
Puts
Net Calls
+$143K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
276
SageOak Financial
Oklahoma
$861K +$861K +24,024 New
HAS
277
Horizon Advisory Services
New York
$861K -$26.8M -746,767 -97%
IP
278
Investment Partners
Ohio
$860K +$2.8K +78 +0.3%
M1FG
279
Mach-1 Financial Group
Arkansas
$856K -$7.98M -222,567 -90%
RIA
280
Regal Investment Advisors
Michigan
$855K +$342K +9,531 +67%
LSA
281
Lion Street Advisors
Texas
$853K +$147K +4,091 +21%
DIP
282
Davis Investment Partners
North Carolina
$847K +$71.6K +2,024 +9%
LFAS
283
Level Four Advisory Services
Texas
$840K +$113K +3,162 +16%
GVAG
284
Great Valley Advisor Group
Delaware
$833K +$359K +10,008 +76%
Ameriprise
285
Ameriprise
Minnesota
$830K +$830K +23,145 New
IWN
286
Independent Wealth Network
Iowa
$806K +$198K +5,519 +33%
WI
287
Wintrust Investments
Illinois
$783K +$118K +3,303 +18%
CFS
288
Commonwealth Financial Services
West Virginia
$777K +$102K +2,848 +15%
CSP
289
Cary Street Partners
Virginia
$771K +$771K +21,510 New
IIL
290
Insight Inv LLC
California
$770K +$770K +21,475 New
PWP
291
Pursue Wealth Partners
California
$766K +$766K +21,379 New
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$765K +$169K +4,708 +28%
LA
293
LM Advisors
California
$760K +$405K +11,300 +114%
SCA
294
Snowden Capital Advisors
New York
$759K +$88.7K +2,474 +13%
BA
295
Ballew Advisors
Mississippi
$756K +$154K +4,281 +26%
AWM
296
Avior Wealth Management
Nebraska
$753K +$8.03K +224 +1%
SWM
297
SFG Wealth Management
Maryland
$733K -$49.9K -1,393 -6%
SMC
298
Smith, Moore & Co
Missouri
$732K +$143K +3,982 +24%
IAS
299
Insigneo Advisory Services
Florida
$720K +$83.9K +2,341 +13%
FFS
300
Founders Financial Securities
Maryland
$715K +$332K +9,273 +87%