SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

470 hedge funds and large institutions have $6.18B 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, 229 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
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
LFAS
301
Level Four Advisory Services
Texas
$680K
FSBI
302
Fearless Solutions (Best Invest)
Texas
$675K
AQR Capital Management
303
AQR Capital Management
Connecticut
$675K
KFSN
304
Keystone Financial Services (Nebraska)
Nebraska
$675K
SWP
305
Summit Wealth Partners
Florida
$671K
WIC
306
Woodmont Investment Counsel
Tennessee
$662K
PSCM
307
Per Stirling Capital Management
Texas
$659K
CSA
308
Cottage Street Advisors
Massachusetts
$658K
CAP
309
Columbia Advisory Partners
Washington
$650K
TWM
310
TCFG Wealth Management
California
$636K
AWM
311
Axxcess Wealth Management
California
$627K
CPA
312
Clear Point Advisors
New York
$625K
DFA
313
DHJJ Financial Advisors
Illinois
$612K
EWA
314
EP Wealth Advisors
California
$608K
SFS
315
Stiles Financial Services
Minnesota
$608K
DIP
316
Davis Investment Partners
North Carolina
$598K
KA
317
Kovack Advisors
Florida
$597K
PFG
318
Prosperity Financial Group
California
$596K
SFC
319
Strategic Financial Concepts
Texas
$585K
CWA
320
Centennial Wealth Advisory
Michigan
$560K
OCM
321
Objective Capital Management
Ohio
$536K
GAA
322
Global Assets Advisory
Florida
$527K
PGWM
323
Pitti Group Wealth Management
New York
$526K
PTP
324
Platform Technology Partners
New York
$512K
GPW
325
Gentry Private Wealth
Kansas
$511K