SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

465 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 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
46
Increased
227
Reduced
150
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFG
351
Team Financial Group
California
$361K -$140K -3,959 -28%
LFA
352
Laraway Financial Advisors
Minnesota
$359K -$10.6K -300 -3%
JSL
353
JT Stratford LLC
Georgia
$357K +$2.68K +76 +0.8%
CPC
354
Consolidated Planning Corp
Georgia
$350K +$16.9K +479 +5%
SA
355
Sovran Advisors
California
$350K +$59.7K +1,651 +21%
TA
356
TFB Advisors
Kansas
$336K
Citigroup
357
Citigroup
New York
$334K +$319K +9,046 +2,128%
Creative Planning
358
Creative Planning
Kansas
$331K +$80.1K +2,270 +32%
ACM
359
Advance Capital Management
Michigan
$318K -$17.4M -494,065 -98%
SHFP
360
Second Half Financial Partners
Florida
$313K
PCM
361
Presidio Capital Management
California
$312K +$49.7K +1,410 +19%
RG
362
Rathbones Group
United Kingdom
$312K +$6.88K +195 +2%
QPW
363
Quantum Private Wealth
Florida
$311K -$34.8K -987 -10%
TNBTD
364
Trustmark National Bank Trust Department
Mississippi
$308K
TSS
365
Two Sigma Securities
New York
$304K +$6.17K +175 +2%
CIBC World Market
366
CIBC World Market
Ontario, Canada
$297K -$19.5K -553 -6%
WA
367
Whipplewood Advisors
Colorado
$295K +$635 +18 +0.2%
MFF
368
Michels Family Financial
Texas
$295K +$847 +24 +0.3%
Bessemer Group
369
Bessemer Group
New Jersey
$293K +$293K +8,307 New
AFG
370
Albion Financial Group
Utah
$291K
BPA
371
Beacon Pointe Advisors
California
$290K
PWM
372
Prosperity Wealth Management
California
$289K -$21.2K -601 -7%
LSIA
373
LaSalle St. Investment Advisors
Illinois
$289K +$29.8K +846 +11%
6F
374
626 Financial
Michigan
$289K
FTWA
375
Fifth Third Wealth Advisors
Ohio
$286K -$180K -5,093 -39%