SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

478 hedge funds and large institutions have $6.8B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
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
BCA
351
Bay Colony Advisors
Massachusetts
$396K
LFA
352
Laraway Financial Advisors
Minnesota
$394K
PAS
353
Park Avenue Securities
New York
$388K
Renaissance Technologies
354
Renaissance Technologies
New York
$388K
Brown Advisory
355
Brown Advisory
Maryland
$387K
JSL
356
JT Stratford LLC
Georgia
$382K
PWP
357
Prasad Wealth Partners
Ohio
$377K
VFG
358
Victory Financial Group
Texas
$370K
FPGK
359
Financial Partners Group (Kansas)
Kansas
$367K
TFG
360
Team Financial Group
California
$356K
TA
361
TFB Advisors
Kansas
$354K
IA
362
IFP Advisors
Florida
$353K
RG
363
Rathbones Group
United Kingdom
$351K
ACM
364
Advance Capital Management
Michigan
$338K
CIBC World Market
365
CIBC World Market
Ontario, Canada
$336K
SHFP
366
Second Half Financial Partners
Florida
$333K
SAI
367
Savvy Advisors Inc
New York
$333K
TNBTD
368
Trustmark National Bank Trust Department
Mississippi
$332K
CPRC
369
Consolidated Portfolio Review Corp
New York
$330K
LSIA
370
LaSalle St. Investment Advisors
Illinois
$327K
Northern Trust
371
Northern Trust
Illinois
$325K
CWMS
372
Cannon Wealth Management Services
North Carolina
$323K
HC
373
Headland Capital
South Carolina
$319K
Bessemer Group
374
Bessemer Group
New Jersey
$316K
AFG
375
Albion Financial Group
Utah
$314K