First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
482 hedge funds and large institutions have $5.96B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 283 increasing their positions, 117 reducing their positions, and 51 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 117
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
1.88% less ownership
Funds ownership: 77.96% → 76.08% (-1.9%)
4% less funds holding
Funds holding: 502 → 482 (-20)
22% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 51
22% less capital invested
Capital invested by funds: $7.65B → $5.96B (-$1.69B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$66.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$55.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$51.3M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$28.8M |
| 5 |
Morgan Stanley
New York
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$50.7M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$17.1M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$11.1M |
| 4 |
PCM
Presidio Capital Management
San Diego,
California
|
-$8.75M |
| 5 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
-$7.65M |
SDVY Hedge Fund Activity: Q1 2025 in Review
482 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2025, worth a combined $5.96B — down 22% from $7.65B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SDVY and 40 opened new positions — a net loss of 11 holders — while 117 trimmed existing stakes and 283 added.
The largest buyer was Raymond James Financial, adding an estimated $66.4M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $50.7M sold.
- 482 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2025, down from 502 in Q4 2024.
- Funds reported $5.96B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2025, down 22% quarter-over-quarter.
- 40 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2025 and 51 closed out, a net change of -11 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q1 2025 was Raymond James Financial, an estimated $66.4M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $50.7M sold.
Based on aggregated 13F filings for Q1 2025.