SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+58
Holders Change %
+32.77%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
47
Closed
10
Calls
$187K
Puts
–
Net Calls
+$187K
Net Calls Change
+$187K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$408M
2
LPL Financial
2
LPL Financial
California
$298M
3
Wells Fargo
3
Wells Fargo
California
$147M
4
Bank of America
4
Bank of America
North Carolina
$57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$53.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M
3
KWM
3
Kolinsky Wealth Management
New Jersey
$0
4
PFS
4
Prospera Financial Services
Texas
$17.5M
5
Mariner
5
Mariner
Kansas
$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
76
GPS Wealth Strategies Group
Colorado
$2.82M -$17.9K -547 -0.6%
US Bancorp
77
US Bancorp
Minnesota
$2.68M -$147K -4,493 -5%
SRA
78
Secured Retirement Advisors
Minnesota
$2.46M +$2.46M +75,158 New
Goldman Sachs
79
Goldman Sachs
New York
$2.45M -$436K -13,315 -15%
SWM
80
Spire Wealth Management
Virginia
$2.44M +$46.9K +1,469 +2%
PIS
81
POM Investment Strategies
North Carolina
$2.44M +$2.44M +74,320 New
SWA
82
Stratos Wealth Advisors
Ohio
$2.36M +$1.12M +34,196 +91%
HH
83
Hilltop Holdings
Texas
$2.36M +$14.6K +444 +0.6%
C
84
CEDRUS
Colorado
$2.3M +$146K +4,450 +7%
CCIA
85
Cherry Creek Investment Advisors
Colorado
$2.2M +$597K +18,218 +37%
CIA
86
Concurrent Investment Advisors
Florida
$2.18M +$2.18M +66,626 New
Renaissance Technologies
87
Renaissance Technologies
New York
$2.08M +$1.58M +48,100 +314%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$2.06M +$776K +23,689 +60%
IA
89
IFP Advisors
Florida
$2.05M +$514K +15,693 +33%
CAM
90
Cozad Asset Management
Illinois
$2.04M -$105K -3,194 -5%
FA
91
Flagstar Advisors
New York
$2.04M +$228K +6,954 +13%
KWM
92
Kingsview Wealth Management
Oregon
$2.01M +$417K +12,730 +26%
PWA
93
PCG Wealth Advisors
Kansas
$1.99M +$272K +8,300 +16%
GIA
94
Gladstone Institutional Advisory
Florida
$1.89M -$287K -8,757 -13%
RJT
95
Raymond James Trust
Florida
$1.87M +$17.8K +542 +1%
SIAS
96
Summit Investment Advisory Services
Minnesota
$1.84M +$116K +3,538 +7%
TWM
97
Trueblood Wealth Management
Ohio
$1.83M +$1.83M +55,895 New
MIH
98
Meitav Investment House
Israel
$1.83M +$1.83M +55,716 New
BWA
99
BlueChip Wealth Advisors
Georgia
$1.77M +$1.77M +54,140 New
CIS
100
Custom Index Systems
New York
$1.74M +$1.74M +53,125 New
2 3
4
5 6