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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
532 hedge funds and large institutions have $7.45B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 272 increasing their positions, 135 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
204% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 27
101% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 135
46% more funds holding in top 10
Funds holding in top 10: 28 → 41 (+13)
10% more funds holding
Funds holding: 483 → 532 (+49)
9% more capital invested
Capital invested by funds: $6.84B → $7.45B (+$609M)
1.95% more ownership
Funds ownership: 77.03% → 78.98% (+1.9%)
Holders
532
Holders Change
+49
Holders Change %
+10.14%
% of All Funds
6.47%
Holding in Top 10
41
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+46.43%
% of All Funds
0.5%
New
82
Increased
272
Reduced
135
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$47.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$43.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$34.8M |
| 4 |
JF
JSF Financial
Los Angeles,
California
|
+$21.8M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$21M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGAM
551
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$36.2K | -951 | Closed |
|
|
GA
552
GoalVest Advisory
New York
| – | -$25.4K | -669 | Closed |
|
|
CFFP
553
Center for Financial Planning
Southfied,
Michigan
| – | -$18.3K | -482 | Closed |
|
|
ACM
554
Anfield Capital Management
Irvine,
California
| – | -$17.1K | -450 | Closed |
|
555
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11.2K | -294 | Closed |
|
|
CA
556
CoreCap Advisors
Southfield,
Michigan
| – | -$9.51K | -250 | Closed |
|
|
MSG
557
Main Street Group
Glen Allen,
Virginia
| – | -$7.62K | -200 | Closed |
|
|
GPFA
558
Game Plan Financial Advisors
Westlake,
Ohio
| – | -$3.76K | -99 | Closed |
|
559
VanEck Associates
New York
| – | -$1K | -39 | Closed |
|