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
TSS
401
Two Sigma Securities
New York
$237K
MWM
402
MinichMacGregor Wealth Management
New York
$236K
MA
403
Montag & Associates
Georgia
$235K
IIC
404
Integrated Investment Consultants
Michigan
$229K
QPW
405
Quantum Private Wealth
Florida
$227K
SIC
406
Salem Investment Counselors
North Carolina
$222K
O3W
407
Omni 360 Wealth
New Jersey
$221K
BAS
408
Breakthru Advisory Services
Wisconsin
$221K
PNC Financial Services Group
409
PNC Financial Services Group
Pennsylvania
$218K
MF
410
Manchester Financial
California
$217K
EFG
411
Ethos Financial Group
Pennsylvania
$210K
AIM
412
Advyzon Investment Management
Illinois
$210K
GBT
413
Grove Bank & Trust
Florida
$209K
FA
414
Faithward Advisors
Pennsylvania
$204K
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$203K
IG
416
IFS Group
Pennsylvania
$200K
TSMHT
417
Thurston Springer Miller Herd & Titak
Indiana
$196K
WA
418
Whipplewood Advisors
Colorado
$194K
AssetMark Inc
419
AssetMark Inc
California
$188K
CAM
420
Creekmur Asset Management
Illinois
$161K
AIC
421
Archer Investment Corporation
Indiana
$152K
IWA
422
Icon Wealth Advisors
Texas
$144K
SS
423
Sunbelt Securities
Texas
$136K
CF
424
Centaurus Financial
California
$134K
OP
425
ORG Partners
Indiana
$116K