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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

339 hedge funds and large institutions have $3.67B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 188 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 68

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $3.2B → $3.67B (+$474M)

10% more funds holding

Funds holding: 307 → 339 (+32)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

1.06% less ownership

Funds ownership: 81.44% → 80.38% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
4.9%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
59
Increased
188
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$101M
2
LPL Financial
LPL Financial
California
+$70.9M
3
Morgan Stanley
Morgan Stanley
New York
+$67.4M
4
Wells Fargo
Wells Fargo
California
+$54.7M
5
Bank of America
Bank of America
North Carolina
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$15.9M
2
Jane Street
Jane Street
New York
-$12.5M
3
PFS
Prospera Financial Services
Texas
-$3.84M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.49M
5
PSCM
Per Stirling Capital Management
Texas
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$26.7M +$4.15M +123,349 +18%
HAS
27
Horizon Advisory Services
New York
$26.1M -$927K -27,546 -3%
PNC
28
Park National Corp
Ohio
$21.6M +$21.7M +645,600 New
SPIA
29
Steward Partners Investment Advisory
New York
$20.6M -$2.12M -62,842 -9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$18.5M +$7.72M +229,269 +71%
PFS
31
Prospera Financial Services
Texas
$18.3M -$3.84M -114,165 -17%
AAS
32
Avantax Advisory Services
Texas
$17.8M +$6.38M +189,509 +55%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$17.8M +$510K +15,155 +3%
KPWS
34
Kestra Private Wealth Services
Texas
$16.4M -$205K -6,076 -1%
GLA
35
Good Life Advisors
Pennsylvania
$15.6M +$171K +5,068 +1%
AI
36
Atria Investments
North Carolina
$14.4M +$6.64M +197,164 +85%
SPC
37
Sigma Planning Corp
Michigan
$13.9M +$6.31M +187,339 +82%
DADC
38
D.A. Davidson & Co
Montana
$13.9M +$2.78M +82,420 +25%
ATC
39
Advantage Trust Company
Kansas
$13.6M +$1.16M +34,541 +9%
PVI
40
Pine Valley Investments
New Jersey
$12.8M -$107K -3,171 -0.8%
SWMG
41
Sanchez Wealth Management Group
Florida
$12.8M +$294K +8,745 +2%
WWM
42
Western Wealth Management
Colorado
$12.2M +$725K +21,540 +6%
HI
43
Harbour Investments
Wisconsin
$11.5M +$850K +25,260 +8%
WWMSC
44
Wagner Wealth Management (South Carolina)
South Carolina
$11.5M +$543K +16,128 +5%
GWM
45
GDS Wealth Management
Texas
$11.4M +$11.5M +341,506 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$11.4M +$5.33M +158,344 +87%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$11.1M +$2.12M +63,049 +23%
TWM
48
TMD Wealth Management
Arizona
$10.9M +$3.81M +113,193 +53%
VWA
49
Visionary Wealth Advisors
Illinois
$10.3M +$426K +12,665 +4%
IFG
50
Independent Financial Group
California
$10.1M +$13.6K +404 +0.1%
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SDVY Hedge Fund Activity: Q2 2024 in Review

339 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2024, worth a combined $3.67B — up 15% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SDVY positions and 22 closed out — a net gain of 37 holders — while 188 added to existing stakes and 68 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $101M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $15.9M sold.

  • 339 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2024, up from 307 in Q1 2024.
  • Funds reported $3.67B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 59 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2024 and 22 closed out, a net change of +37 holders.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2024 was Capital Investment Advisors, an estimated $101M added.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2024 was Global Assets Advisory, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2024.