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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

502 hedge funds and large institutions have $7.65B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 264 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 26

252% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 75

59% more capital invested

Capital invested by funds: $4.83B → $7.65B (+$2.82B)

53% more funds holding in top 10

Funds holding in top 10: 19 → 29 (+10)

25% more funds holding

Funds holding: 403 → 502 (+99)

1.43% less ownership

Funds ownership: 79.39% → 77.96% (-1.4%)

Holders
502
Holders Change
+99
Holders Change %
+24.57%
% of All Funds
6.61%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.38%
New
136
Increased
264
Reduced
75
Closed
26
Calls
$143K
Puts
–
Net Calls
+$143K
Net Calls Change
-$101K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$148M
2
Morgan Stanley
Morgan Stanley
New York
+$141M
3
Wells Fargo
Wells Fargo
California
+$81.3M
4
IAA
Independent Advisor Alliance
North Carolina
+$52.9M
5
Bank of America
Bank of America
North Carolina
+$49.7M

Top Sellers

Rank Fund Capital Flow
1
HAS
Horizon Advisory Services
New York
-$27.9M
2
AFS
Aft Forsyth & Sober
Florida
-$9.12M
3
M1FG
Mach-1 Financial Group
Arkansas
-$8.33M
4
Goldman Sachs
Goldman Sachs
New York
-$3.85M
5
YIH
Y-Intercept (HK)
Hong Kong
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
151
KMG Fiduciary Partners
Ohio
$3.07M +$201K +5,375 +7%
DWM
152
Darwin Wealth Management
Florida
$3.06M -$849K -22,695 -21%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$2.99M +$718K +19,182 +30%
TAM
154
Titleist Asset Management
Texas
$2.99M +$54.1K +1,445 +2%
SWM
155
Spire Wealth Management
Virginia
$2.95M +$196K +5,248 +7%
TWM
156
Trueblood Wealth Management
Ohio
$2.92M +$293K +7,834 +11%
AW
157
Atlas Wealth
Ohio
$2.92M +$241K +6,433 +9%
EE
158
EWG Elevate
California
$2.92M +$85.5K +2,286 +3%
Jane Street
159
Jane Street
New York
$2.89M +$3.02M +80,685 New
SW
160
Simplicity Wealth
New Jersey
$2.85M +$2.98M +79,600 New
CCP
161
Clarity Capital Partners
California
$2.84M +$89.6K +2,395 +3%
CPBTD
162
Central Pacific Bank - Trust Division
Hawaii
$2.83M +$942K +25,170 +47%
FWP
163
Forefront Wealth Partners
Texas
$2.78M +$2.9M +77,575 New
KWM
164
Kingsview Wealth Management
Oregon
$2.77M +$254K +6,777 +10%
PS
165
Principal Securities
Iowa
$2.72M +$671K +17,941 +31%
MC
166
Moors & Cabot
Massachusetts
$2.71M +$546K +14,588 +24%
SRA
167
Secured Retirement Advisors
Minnesota
$2.7M +$67.6K +1,807 +2%
IPW
168
IronBridge Private Wealth
Texas
$2.7M +$179K +4,793 +7%
BI
169
Bolthouse Investments
California
$2.7M +$2.82M +75,278 New
PIS
170
POM Investment Strategies
North Carolina
$2.68M +$26.8K +716 +1%
FAM
171
Formidable Asset Management
Ohio
$2.66M +$108K +2,893 +4%
MAC
172
Mason & Associates (California)
California
$2.63M -$15.5K -415 -0.6%
CA
173
Continuum Advisory
Idaho
$2.6M +$188K +5,033 +7%
Renaissance Technologies
174
Renaissance Technologies
New York
$2.55M +$2.66M +71,200 New
KAS
175
KPP Advisory Services
Kentucky
$2.54M +$153K +4,100 +6%
5 6
7
8 9

SDVY Hedge Fund Activity: Q4 2024 in Review

502 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2024, worth a combined $7.65B — up 59% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new SDVY positions and 26 closed out — a net gain of 110 holders — while 264 added to existing stakes and 75 trimmed.

The largest buyer was LPL Financial, adding an estimated $148M. The largest seller was Horizon Advisory Services, cutting an estimated $27.9M.

  • 502 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2024, up from 403 in Q3 2024.
  • Funds reported $7.65B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2024, up 59% quarter-over-quarter.
  • 136 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2024 and 26 closed out, a net change of +110 holders.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2024 was LPL Financial, an estimated $148M added.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2024 was Horizon Advisory Services, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2024.