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
NA
26
NewEdge Advisors
Louisiana
$34.9M
Jones Financial Companies
27
Jones Financial Companies
Missouri
$32.6M
PFS
28
Prospera Financial Services
Texas
$30.6M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$28.5M
IWC
30
Integrated Wealth Concepts
Massachusetts
$26M
DADC
31
D.A. Davidson & Co
Montana
$25.5M
WWM
32
Western Wealth Management
Colorado
$24.8M
First Trust Advisors
33
First Trust Advisors
Illinois
$22.6M
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$22.2M
CPSAC
35
Chas P. Smith & Associates (CPS)
Florida
$22.2M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$21.8M
BCP
37
Blue Chip Partners
Michigan
$21.4M
SF
38
Summit Financial
New Jersey
$20M
EH
39
Equitable Holdings
New York
$19.4M
SPIA
40
Steward Partners Investment Advisory
New York
$18.8M
ACA
41
Aptus Capital Advisors
Alabama
$17.9M
WWM
42
Wagner Wealth Management
South Carolina
$17.7M
SG
43
StoneX Group
New York
$16.7M
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7M
ATC
45
Advantage Trust Company
Kansas
$16.5M
SWIA
46
Solano Wealth Investment Advisors
California
$16.4M
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$15.9M
SWMG
48
Sanchez Wealth Management Group
Florida
$15.3M
CA
49
Crumly & Associates
Illinois
$15.1M
FFN
50
Focus Financial Network
Minnesota
$14.3M