SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

473 hedge funds and large institutions have $6.78B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 258 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
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
AWM
101
Aprio Wealth Management
Georgia
$6.42M
SIM
102
SSI Investment Management
California
$6.39M
PWMAG
103
Pinnacle Wealth Management Advisory Group
New Jersey
$6.14M
GIA
104
Gladstone Institutional Advisory
Florida
$5.97M
KCFA
105
Key Client Fiduciary Advisors
New Jersey
$5.96M
SF
106
Synovus Financial
Georgia
$5.69M
EFS
107
Econ Financial Services
Pennsylvania
$5.42M
ATPW
108
Ashton Thomas Private Wealth
Arizona
$5.4M
GWSG
109
GPS Wealth Strategies Group
Colorado
$5.34M
PWM
110
Provident Wealth Management
Tennessee
$5.32M
GWP
111
Gateway Wealth Partners
Wisconsin
$5.24M
IWM
112
IMG Wealth Management
Florida
$5.21M
CIA
113
Concurrent Investment Advisors
Florida
$5M
MCM
114
MAI Capital Management
Ohio
$4.99M
BFA
115
Bright Financial Advisors
Michigan
$4.98M
JWM
116
JPL Wealth Management
Colorado
$4.94M
CI
117
CX Institutional
Indiana
$4.88M
MW
118
Maia Wealth
Colorado
$4.84M
RCAG
119
Rehmann Capital Advisory Group
Michigan
$4.81M
MWM
120
Meridian Wealth Management
Kentucky
$4.57M
DAS
121
Dynamic Advisor Solutions
Arizona
$4.56M
LFASL
122
Lugano Financial Advisors SA (LFA)
Switzerland
$4.55M
GSEP
123
Golden State Equity Partners
California
$4.51M
WWA
124
Wisconsin Wealth Advisors
Wisconsin
$4.36M
LWP
125
LeClair Wealth Partners
Ohio
$4.34M