SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

478 hedge funds and large institutions have $6.81B 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, 260 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
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
MAS
176
MPWM Advisory Solutions
Georgia
$2.54M
WS
177
Wedbush Securities
California
$2.43M
WA
178
WPG Advisers
Maryland
$2.42M
AWMNY
179
Arcadia Wealth Management (New York)
New York
$2.41M
CCIA
180
Cherry Creek Investment Advisors
Colorado
$2.39M
HA
181
Huntleigh Advisors
Missouri
$2.33M
FF
182
Fairway Financial
Florida
$2.31M
UAG
183
United Advisor Group
Ohio
$2.3M
NPAN
184
Northeast Planning Associates NH
New Hampshire
$2.29M
IAG
185
Ipsen Advisor Group
Arkansas
$2.28M
VNA
186
Valley National Advisers
Pennsylvania
$2.23M
OFS
187
OneAscent Financial Services
Alabama
$2.21M
SFPG
188
Stonebridge Financial Planning Group
Florida
$2.19M
PWS
189
Proactive Wealth Strategies
Georgia
$2.16M
IC
190
Inscription Capital
Texas
$2.12M
CA
191
Capital Advantage
California
$2.09M
KP
192
Keel Point
Alabama
$2.01M
TFP
193
Traction Financial Partners
Wyoming
$2.01M
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$2M
PWM
195
Purus Wealth Management
California
$2M
HAS
196
HBW Advisory Services
California
$1.97M
Ameriprise
197
Ameriprise
Minnesota
$1.97M
AWM
198
Arista Wealth Management
Nevada
$1.92M
Goldman Sachs
199
Goldman Sachs
New York
$1.9M
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$1.9M