SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

465 hedge funds and large institutions have $6.15B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 227 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
465
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
46
Increased
227
Reduced
150
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPSAC
26
Chas P. Smith & Associates (CPS)
Florida
$36.3M +$906K +25,667 +3%
NA
27
NewEdge Advisors
Louisiana
$33.7M -$18.6M -527,301 -36%
PFS
28
Prospera Financial Services
Texas
$29.4M +$1.04M +29,583 +4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$27.5M +$517K +14,658 +2%
GLA
30
Good Life Advisors
Pennsylvania
$25.5M +$4.32M +122,511 +20%
AAS
31
Avantax Advisory Services
Texas
$24.8M +$838K +23,740 +4%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$23.6M +$6.8M +192,717 +41%
IWC
33
Integrated Wealth Concepts
Massachusetts
$23M -$784K -22,227 -3%
DADC
34
D.A. Davidson & Co
Montana
$22.7M -$380K -10,777 -2%
WWM
35
Western Wealth Management
Colorado
$21.1M -$1.65M -46,636 -7%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$21M -$2.4M -65,720 -10%
SG
37
StoneX Group
New York
$20.7M -$1.52M -43,202 -7%
First Trust Advisors
38
First Trust Advisors
Illinois
$20.7M -$3.79M -107,256 -15%
RIS
39
Richmond Investment Services
Wisconsin
$19.8M +$10M +284,745 +103%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$19.7M +$1.06M +30,141 +6%
BCP
41
Blue Chip Partners
Michigan
$19.1M +$5.92M +167,729 +45%
EH
42
Equitable Holdings
New York
$17.9M +$2.43M +68,902 +16%
SPIA
43
Steward Partners Investment Advisory
New York
$17.7M -$3.45M -97,843 -16%
WWM
44
Wagner Wealth Management
South Carolina
$16.1M +$660K +18,713 +4%
ACA
45
Aptus Capital Advisors
Alabama
$15.5M +$1.19M +33,769 +8%
SWIA
46
Solano Wealth Investment Advisors
California
$14.9M +$584K +16,566 +4%
ATC
47
Advantage Trust Company
Kansas
$14.7M +$219K +6,215 +2%
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4M +$1.17M +33,136 +9%
FFN
49
Focus Financial Network
Minnesota
$14.1M +$974K +27,602 +7%
SPC
50
Sigma Planning Corp
Michigan
$13.9M -$5.73M -162,466 -29%