SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview Fund Activity

163 hedge funds and large institutions have $860M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
82
Reduced
47
Closed
13
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$128M
2
LPL Financial
2
LPL Financial
California
$170M
3
Wells Fargo
3
Wells Fargo
California
$39.1M
4
Mariner
4
Mariner
Kansas
$8.49M
5
AWM
5
AE Wealth Management
Kansas
$6.01M

Top Sellers

1
Jane Street
1
Jane Street
New York
$237K
2
Morgan Stanley
2
Morgan Stanley
New York
$38.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.8M
5
RIA
5
Regal Investment Advisors
Michigan
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
101
MGO One Seven
Ohio
$529K 19,831 -26,853 -58%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$528K 19,812 +7,402 +60%
BCM
103
Barometer Capital Management
Ontario, Canada
$525K 19,700 +19,700 New
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$514K 19,290 +200 +1%
BRWA
105
B. Riley Wealth Advisors
Florida
$494K 18,528 -830 -4%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$488K 18,323 +9,689 +112%
AWM
107
Avior Wealth Management
Nebraska
$473K 17,758 +132 +0.7%
OWM
108
OneAscent Wealth Management
Alabama
$464K 17,416 +17,416 New
VCM
109
Virtue Capital Management
Tennessee
$461K 18,079 +777 +4%
GAA
110
Global Assets Advisory
Florida
$443K 16,621 – –
KCFA
111
Key Client Fiduciary Advisors
New Jersey
$424K 15,928 -2,870 -15%
OPA
112
Old Port Advisors
Maine
$390K 14,726 – –
QPW
113
Quantum Private Wealth
Florida
$381K 14,297 -3,293 -19%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$363K 13,828 -355 -3%
US Bancorp
115
US Bancorp
Minnesota
$361K 13,546 -30,720 -69%
OCM
116
Objective Capital Management
Ohio
$331K 12,439 +1,982 +19%
AF
117
Allworth Financial
California
$316K 11,854 -4,840 -29%
LNC
118
Lincoln National Corp
Pennsylvania
$314K 11,797 +1,674 +17%
MA
119
Mutual Advisors
Nebraska
$313K 11,750 -1,105 -9%
USCWA
120
U.S. Capital Wealth Advisors
Texas
$302K 11,340 -285 -2%
CCA
121
Cottonwood Capital Advisors
Utah
$300K 11,254 +514 +5%
CWM
122
Cornerstone Wealth Management
Missouri
$297K 11,126 +11,126 New
MC
123
Moors & Cabot
Massachusetts
$291K 10,934 +456 +4%
TI
124
tru Independence
Oregon
$289K 10,846 -321 -3%
CA
125
Continuum Advisory
Idaho
$284K 10,662 +10,662 New
3 4
5
6 7