SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

473 hedge funds and large institutions have $6.78B 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, 258 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
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
KA
451
Kozak & Associates
Colorado
$15.7K
CIAS
452
CBIZ Investment Advisory Services
Ohio
$14.4K
SC
453
Sawyer & Company
Massachusetts
$13K
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$12.4K
Russell Investments Group
455
Russell Investments Group
United Kingdom
$12.4K
AG
456
AmeriFlex Group
Nevada
$11.3K
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$11.2K
RF
458
Rossby Financial
Florida
$9.68K
CA
459
CoreCap Advisors
Michigan
$9.51K
SIS
460
Sound Income Strategies
Florida
$9.34K
MIM
461
MTM Investment Management
South Carolina
$8.59K
MSG
462
Main Street Group
Virginia
$7.62K
WT
463
Whittier Trust
California
$7.6K
AFWM
464
Abich Financial Wealth Management
Virginia
$5.09K
GPFA
465
Game Plan Financial Advisors
Ohio
$3.76K
BWM
466
Bernard Wealth Management
Michigan
$2.81K
BTI
467
Blue Trust Inc
Georgia
$1.1K
VanEck Associates
468
VanEck Associates
New York
$1K
SS
469
SBI Securities
Japan
$304
T
470
Tidemark
California
$228
1IA
471
1620 Investment Advisors
Massachusetts
$114
RCM
472
Raleigh Capital Management
North Carolina
$32
NMG
473
New Millennium Group
Utah
$20
M1FG
474
Mach-1 Financial Group
Arkansas
AAP
475
Arax Advisory Partners
Colorado