First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
530 hedge funds and large institutions have $7.4B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 272 increasing their positions, 135 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
8% more capital invested
Capital invested by funds: $6.84B → $7.4B (+$558M)
1.41% more ownership
Funds ownership: 77.03% → 78.44% (+1.4%)
Holders
530
Holding in Top 10
40
Calls
–
Puts
–
Top Buyers
| 1 | +$47.9M | |
| 2 | +$43.1M | |
| 3 | +$34.8M | |
| 4 |
JF
JSF Financial
Los Angeles,
California
|
+$21.8M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$21M |
Top Sellers
| 1 | -$11.8M | |
| 2 | -$11.2M | |
| 3 | -$7.78M | |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$7.19M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$6.32M |
