SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview Fund Activity

497 hedge funds and large institutions have $7.62B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+96
Holders Change %
+23.94%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.37%
New
133
Increased
262
Reduced
75
Closed
26
Calls
$143K
Puts
–
Net Calls
+$143K
Net Calls Change
-$101K

Top Buyers

1
LPL Financial
LPL Financial
California
$786M
2
Morgan Stanley
Morgan Stanley
New York
$671M
3
Wells Fargo
Wells Fargo
California
$456M
4
IAA
Independent Advisor Alliance
North Carolina
$50.7M
5
Bank of America
Bank of America
North Carolina
$255M

Top Sellers

1
HAS
Horizon Advisory Services
New York
$861K
2
AFS
Aft Forsyth & Sober
Florida
$0
3
M1FG
Mach-1 Financial Group
Arkansas
$856K
4
Goldman Sachs
Goldman Sachs
New York
$1.81M
5
YIH
Y-Intercept (HK)
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
426
Prasad Wealth Partners
Ohio
$201K +$201K +5,615 New
CAM
427
Creekmur Asset Management
Illinois
$194K – – –
TCM
428
TD Capital Management
Tennessee
$180K +$2.12K +59 +1%
LFG
429
Larson Financial Group
Missouri
$178K +$31.7K +885 +22%
PB
430
Pinnacle Bancorp
Nebraska
$153K +$25.5K +710 +20%
IWA
431
Icon Wealth Advisors
Texas
$152K -$3.33K -93 -2%
RCM
432
Raleigh Capital Management
North Carolina
$141K -$1.9K -53 -1%
MA
433
Montag & Associates
Georgia
$132K – – –
KIM
434
Kestra Investment Management
Texas
$116K +$116K +3,225 New
HGERS
435
Householder Group Estate & Retirement Specialist
Arizona
$113K +$18.4K +516 +19%
CF
436
Centaurus Financial
California
$110K +$110K +3,055 New
FIM
437
FWL Investment Management
Texas
$101K -$1.2M -33,421 -92%
CP
438
Castleview Partners
Texas
$99.6K +$26.7K +748 +37%
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$92K +$65.5K +1,828 +248%
ACM
440
Anfield Capital Management
California
$89.6K – – –
AWM
441
Abound Wealth Management
Tennessee
$86.8K -$70.3K -1,961 -45%
HBW
442
Hazlett, Burt & Watson
West Virginia
$76K +$45.3K +1,257 +148%
WWM
443
Wolff Wiese Magana
California
$72K +$72K +2,007 New
KC
444
Knuff & Co
California
$71.7K +$71.7K +2,000 New
UCB
445
United Community Bank
South Carolina
$69.1K +$69.1K +1,927 New
TAM
446
Tucker Asset Management
Colorado
$66.4K -$26.4K -735 -28%
EWP
447
Elevation Wealth Partners
California
$61.7K +$61.7K +1,721 New
NWWA
448
New Wave Wealth Advisors
Arkansas
$59.7K +$59.7K +1,665 New
SS
449
Sunbelt Securities
Texas
$55.4K +$55.4K +1,550 New
GTAM
450
Global Trust Asset Management
Florida
$52.3K +$52.3K +1,460 New
16 17
18
19 20