SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
301
Castleview Partners
Texas
$68K +$62.8K +1,880 +1,197%
AssetMark Inc
302
AssetMark Inc
California
$52.2K -$24.8K -743 -32%
GJWM
303
Gilliland Jeter Wealth Management
Arkansas
$47.5K -$38.1K -1,140 -44%
FIM
304
FWL Investment Management
Texas
$46.9K +$46.9K +1,405 New
S
305
SignatureFD
Georgia
$42.3K -$13.9K -416 -25%
AAG
306
Accordant Advisory Group
Maryland
$40.1K -$332K -9,937 -89%
HIA
307
Harbor Investment Advisory
Maryland
$38.7K – – –
EWA
308
EverSource Wealth Advisors
Alabama
$38.2K – – –
MG
309
Mather Group
Illinois
$35K +$35K +1,005 New
VanEck Associates
310
VanEck Associates
New York
$32K – – –
BEI
311
Benjamin Edwards Inc
Missouri
$31K +$364 +11 +1%
KFI
312
Key Financial Inc
Pennsylvania
$30.8K – – –
SC
313
Sawyer & Company
Massachusetts
$28K – – –
HBW
314
Hazlett, Burt & Watson
West Virginia
$28K +$28K +848 New
CA
315
CoreCap Advisors
Michigan
$23.8K +$23.8K +712 New
EBA
316
Eagle Bay Advisors
New York
$21.4K – – –
Russell Investments Group
317
Russell Investments Group
United Kingdom
$19.1K +$19.1K +572 New
T
318
Tidemark
California
$18.8K -$325K -9,738 -95%
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
$16K +$4.42K +139 +38%
LWM
320
Liberty Wealth Management
California
$16K +$16K +15,759 New
IRC
321
Investors Research Corp
Georgia
$14.4K – – –
KA
322
Kozak & Associates
Colorado
$13.9K +$66 +2 +0.5%
SSB
323
Sandy Spring Bank
Maryland
$13.4K – – –
PPWM
324
PFG Private Wealth Management
Florida
$13.2K – – –
MSG
325
Main Street Group
Virginia
$8.44K +$33 +1 +0.4%
11 12
13
14 15