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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

482 hedge funds and large institutions have $5.96B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 283 increasing their positions, 117 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 117

0% more funds holding in top 10

Funds holding in top 10: 29 → 29 (0)

1.88% less ownership

Funds ownership: 77.96% → 76.08% (-1.9%)

4% less funds holding

Funds holding: 502 → 482 (-20)

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

22% less capital invested

Capital invested by funds: $7.65B → $5.96B (-$1.69B)

Holders
482
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
6.46%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
40
Increased
283
Reduced
117
Closed
51
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$215K

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$66.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$55.5M
3
LPL Financial
LPL Financial
California
+$51.3M
4
NA
NewEdge Advisors
Louisiana
+$28.8M
5
Morgan Stanley
Morgan Stanley
New York
+$26.5M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$50.7M
2
SPIA
Steward Partners Investment Advisory
New York
-$17.1M
3
FS
Ferguson Shapiro
Georgia
-$11.1M
4
PCM
Presidio Capital Management
California
-$8.75M
5
GWM
GDS Wealth Management
Texas
-$7.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$3.35M +$1.16M +32,386 +48%
Comerica Bank
152
Comerica Bank
Texas
$3.32M +$295K +8,262 +9%
PG
153
Prostatis Group
Maryland
$3.22M -$500K -14,018 -13%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$3.15M +$1.28M +35,777 +61%
SI
155
Stephens Inc
Arkansas
$3.14M +$144K +4,046 +5%
AC
156
AIFG Consultants
New York
$3.1M -$153K -4,302 -4%
FA
157
Flagstar Advisors
New York
$3.1M -$5.99K -168 -0.2%
CIA
158
Concurrent Investment Advisors
Florida
$3.07M +$2.82K +79 +0.1%
AFS
159
Anderson Financial Strategies
Ohio
$3.07M +$1.7M +47,786 +109%
DWM
160
Darwin Wealth Management
Florida
$3.06M – – –
PWMAG
161
Pinnacle Wealth Management Advisory Group
New Jersey
$2.99M +$2.67M +74,947 +520%
TAM
162
Titleist Asset Management
Texas
$2.98M +$203K +5,704 +7%
TWM
163
Trueblood Wealth Management
Ohio
$2.93M +$212K +5,948 +7%
SW
164
Simplicity Wealth
New Jersey
$2.89M +$235K +6,586 +8%
GW
165
Griffith & Werner
Georgia
$2.89M +$648K +18,173 +27%
AW
166
Atlas Wealth
Ohio
$2.87M +$148K +4,154 +5%
CAM
167
Cozad Asset Management
Illinois
$2.85M -$24.2K -677 -0.8%
MFG
168
Merit Financial Group
Georgia
$2.82M +$541K +15,164 +22%
SWM
169
Spire Wealth Management
Virginia
$2.78M +$29K +813 +1%
EE
170
EWG Elevate
California
$2.77M +$38.2K +1,072 +1%
KAS
171
KPP Advisory Services
Kentucky
$2.75M +$398K +11,158 +16%
PS
172
Principal Securities
Iowa
$2.72M – – –
CCP
173
Clarity Capital Partners
California
$2.71M +$65.2K +1,827 +2%
CPBTD
174
Central Pacific Bank - Trust Division
Hawaii
$2.65M – – –
FWP
175
Forefront Wealth Partners
Texas
$2.62M +$24.7K +693 +0.9%
5 6
7
8 9

SDVY Hedge Fund Activity: Q1 2025 in Review

482 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2025, worth a combined $5.96B — down 22% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SDVY and 40 opened new positions — a net loss of 11 holders — while 117 trimmed existing stakes and 283 added.

The largest buyer was Raymond James Financial, adding an estimated $66.4M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $50.7M sold.

  • 482 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2025, down from 502 in Q4 2024.
  • Funds reported $5.96B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2025, down 22% quarter-over-quarter.
  • 40 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2025 and 51 closed out, a net change of -11 holders.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q1 2025 was Raymond James Financial, an estimated $66.4M added.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $50.7M sold.

Based on aggregated 13F filings for Q1 2025.