First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
483 hedge funds and large institutions have $6.84B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 130 reducing their positions, and 27 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 130
78% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 27
10% more capital invested
Capital invested by funds: $6.21B → $6.84B (+$629M)
2% more funds holding
Funds holding: 473 → 483 (+10)
0.68% more ownership
Funds ownership: 76.35% → 77.03% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$73.7M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$30.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.5M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$70.4M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$16.5M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.9M |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$9.74M |
| 5 |
BAS
Breakthru Advisory Services
Muskego,
Wisconsin
|
-$7.82M |
SDVY Hedge Fund Activity: Q3 2025 in Review
483 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q3 2025, worth a combined $6.84B — up 10% from $6.21B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SDVY positions and 27 closed out — a net gain of 21 holders — while 265 added to existing stakes and 130 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $73.7M. The largest seller was Morgan Stanley, cutting an estimated $70.4M.
- 483 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q3 2025, up from 473 in Q2 2025.
- Funds reported $6.84B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q3 2025, up 10% quarter-over-quarter.
- 48 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q3 2025 and 27 closed out, a net change of +21 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $73.7M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q3 2025 was Morgan Stanley, an estimated $70.4M sold.
Based on aggregated 13F filings for Q3 2025.