SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

466 hedge funds and large institutions have $6.15B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 227 increasing their positions, 150 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
276
Investment Partners
Ohio
$848K
SWGC
277
Summit Wealth Group (Colorado)
Colorado
$846K
LWM
278
Laidlaw Wealth Management
New York
$833K
OFS
279
OneAscent Financial Services
Alabama
$827K
SMC
280
Smith, Moore & Co
Missouri
$811K
IAS
281
Insigneo Advisory Services
Florida
$805K
KIA
282
Kraematon Investment Advisors
Massachusetts
$805K
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$794K
HAS
284
Horizon Advisory Services
New York
$793K
CSP
285
Cary Street Partners
Virginia
$784K
TWC
286
TD Waterhouse Canada
Ontario, Canada
$772K
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$770K
IIL
288
Insight Inv LLC
California
$758K
ECA
289
Elevated Capital Advisors
Utah
$755K
EA
290
Ellsworth Advisors
Ohio
$750K
AWM
291
AE Wealth Management
Kansas
$740K
CF
292
Claris Financial
Virginia
$740K
BIA
293
Barry Investment Advisors
Massachusetts
$719K
WCM
294
Winebrenner Capital Management
Kentucky
$715K
MWM
295
Modern Wealth Management
Kansas
$714K
IA
296
IFP Advisors
Florida
$704K
IWN
297
Independent Wealth Network
Iowa
$700K
FFS
298
Founders Financial Securities
Maryland
$692K
LFAS
299
Level Four Advisory Services
Texas
$680K
AQR Capital Management
300
AQR Capital Management
Connecticut
$675K