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
KFSN
301
Keystone Financial Services (Nebraska)
Nebraska
$675K
SWP
302
Summit Wealth Partners
Florida
$671K
WIC
303
Woodmont Investment Counsel
Tennessee
$662K
PSCM
304
Per Stirling Capital Management
Texas
$659K
CSA
305
Cottage Street Advisors
Massachusetts
$658K
CAP
306
Columbia Advisory Partners
Washington
$650K
TWM
307
TCFG Wealth Management
California
$636K
AWM
308
Axxcess Wealth Management
California
$627K
CPA
309
Clear Point Advisors
New York
$625K
DFA
310
DHJJ Financial Advisors
Illinois
$612K
EWA
311
EP Wealth Advisors
California
$608K
SFS
312
Stiles Financial Services
Minnesota
$608K
DIP
313
Davis Investment Partners
North Carolina
$598K
KA
314
Kovack Advisors
Florida
$597K
PFG
315
Prosperity Financial Group
California
$596K
SFC
316
Strategic Financial Concepts
Texas
$585K
CWA
317
Centennial Wealth Advisory
Michigan
$560K
OCM
318
Objective Capital Management
Ohio
$536K
GAA
319
Global Assets Advisory
Florida
$527K
PGWM
320
Pitti Group Wealth Management
New York
$526K
PTP
321
Platform Technology Partners
New York
$512K
GPW
322
Gentry Private Wealth
Kansas
$511K
AF
323
Allworth Financial
California
$509K
TWM
324
Triton Wealth Management
Arizona
$498K
Brown Advisory
325
Brown Advisory
Maryland
$497K