SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

480 hedge funds and large institutions have $6.83B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 262 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Arvest Investments
Arkansas
$9.05M
PA
77
Procyon Advisors
Connecticut
$9.05M
AI
78
Atria Investments
North Carolina
$9.03M
PA
79
Pinnacle Associates
New York
$8.87M
US Bancorp
80
US Bancorp
Minnesota
$8.55M
OL
81
Owen LaRue
Kentucky
$8.44M
SWP
82
Stratos Wealth Partners
Ohio
$8.4M
DWP
83
Daymark Wealth Partners
Ohio
$8.26M
TCM
84
Triumph Capital Management
Colorado
$8.06M
CAC
85
Certified Advisory Corp
Florida
$7.98M
VWA
86
Visionary Wealth Advisors
Illinois
$7.97M
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$7.92M
GFA
88
Gallagher Fiduciary Advisors
Illinois
$7.89M
CICC
89
Capital Investment Counsel (Colorado)
Colorado
$7.82M
IWM
90
IHT Wealth Management
Illinois
$7.75M
OC
91
Oppenheimer & Co
New York
$7.65M
Mariner
92
Mariner
Kansas
$7.65M
UWP
93
Uniting Wealth Partners
Kansas
$7.61M
SEP
94
Southland Equity Partners
Missouri
$7.53M
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$7.19M
EA
96
Ergawealth Advisors
Illinois
$7.16M
NFG
97
Nations Financial Group
Iowa
$7.13M
KAS
98
KPP Advisory Services
Kentucky
$7.02M
PS
99
Principal Securities
Iowa
$6.71M
BAWM
100
Bennett Associates Wealth Management
Pennsylvania
$6.55M