SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

475 hedge funds and large institutions have $5.91B 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, 277 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-22
Holders Change %
-4.43%
% of All Funds
6.45%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
40
Increased
277
Reduced
117
Closed
50
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
$8.25M -$2.82M -84,307 -26%
M1FG
77
Mach-1 Financial Group
Arkansas
$8.22M +$7.42M +221,475 +928%
IWM
78
IHT Wealth Management
Illinois
$8.11M -$556K -16,587 -6%
AWA
79
Arkadios Wealth Advisors
Georgia
$8.09M +$2.15M +64,058 +36%
SWP
80
Stratos Wealth Partners
Ohio
$7.81M +$1.85M +55,368 +31%
PSCM
81
Per Stirling Capital Management
Texas
$7.26M +$3.33M +99,537 +85%
BAS
82
Breakthru Advisory Services
Wisconsin
$7.25M -$124K -3,699 -2%
SWA
83
Stratos Wealth Advisors
Ohio
$7.22M +$6.07M +181,183 +528%
TCM
84
Triumph Capital Management
Colorado
$7.22M +$70.1K +2,092 +1%
AWM
85
Aprio Wealth Management
Georgia
$7.21M +$467K +13,946 +7%
FPW
86
Fairvoy Private Wealth
Alabama
$7.13M +$5.09M +151,929 +250%
CICC
87
Capital Investment Counsel (Colorado)
Colorado
$7M -$105K -3,126 -1%
AI
88
Arvest Investments
Arkansas
$6.99M +$775K +23,132 +12%
PA
89
PSI Advisors
Florida
$6.99M +$384K +11,460 +6%
SEP
90
Southland Equity Partners
Missouri
$6.94M +$380K +11,340 +6%
VA
91
VestGen Advisors
Illinois
$6.87M +$6.87M +205,207 New
CAC
92
Certified Advisory Corp
Florida
$6.75M +$390K +11,641 +6%
GFA
93
Gallagher Fiduciary Advisors
Illinois
$6.74M +$241K +7,197 +4%
PWP
94
Precedent Wealth Partners
Texas
$6.71M +$2.73M +81,632 +69%
LFASL
95
Lugano Financial Advisors SA (LFA)
Switzerland
$6.41M +$40.5K +1,210 +0.6%
GWM
96
GDS Wealth Management
Texas
$6.37M -$7.19M -214,552 -53%
HPC
97
Hobart Private Capital
North Carolina
$6.31M -$30.2K -900 -0.5%
FIA
98
Foundations Investment Advisors
Arizona
$6.21M +$10.3K +306 +0.2%
SLWA
99
San Luis Wealth Advisors
California
$6.12M -$536K -16,010 -8%
AAP
100
Arax Advisory Partners
Colorado
$6.1M +$2.39M +71,244 +64%