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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$53.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.3M
3
KWM
Kolinsky Wealth Management
New Jersey
$0
4
PFS
Prospera Financial Services
Texas
$17.5M
5
Mariner
Mariner
Kansas
$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Cresset Asset Management
Illinois
$890K +$348K +10,605 +64%
AWM
127
Apollon Wealth Management
South Carolina
$883K +$883K +26,954 New
TI
128
tru Independence
Oregon
$865K +$405K +12,372 +88%
MCM
129
MAI Capital Management
Ohio
$860K +$860K +26,251 New
RIA
130
Regal Investment Advisors
Michigan
$818K -$84.4K -2,575 -9%
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$796K +$235K +7,173 +42%
FTUS
132
Flow Traders U.S.
New York
$758K +$758K +23,138 New
BCM
133
Brookstone Capital Management
Illinois
$751K +$751K +22,918 New
LWM
134
Laidlaw Wealth Management
New York
$726K -$75.6K -2,308 -9%
MOS
135
MGO One Seven
Ohio
$720K -$78.1K -2,383 -10%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$716K +$716K +21,843 New
CA
137
Crumly & Associates
Illinois
$707K +$707K +21,571 New
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$693K +$261K +7,962 +60%
MC
139
Moors & Cabot
Massachusetts
$692K +$49.8K +1,520 +8%
IP
140
Investment Partners
Ohio
$687K +$7.28K +222 +1%
NS
141
NBC Securities
Alabama
$680K +$87.4K +2,667 +15%
ATPW
142
Ashton Thomas Private Wealth
Arizona
$670K +$670K +20,437 New
SWM
143
SFG Wealth Management
Maryland
$657K +$124K +3,779 +23%
CPA
144
Clear Point Advisors
New York
$643K +$643K +19,634 New
SWP
145
Summit Wealth Partners
Florida
$616K +$616K +18,787 New
ECA
146
Elevated Capital Advisors
Utah
$615K +$10.6K +323 +2%
BCM
147
Barometer Capital Management
Ontario, Canada
$606K +$606K +18,500 New
GRP
148
Global Retirement Partners
California
$605K +$412K +13,097 +213%
IAIM
149
International Assets Investment Management
Florida
$593K +$6.03K +184 +1%
MCC
150
Money Concepts Capital
Florida
$581K +$581K +17,718 New
4 5
6
7 8