SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
176
Money Concepts Capital
Florida
$1.07M +$264K +7,911 +33%
DIP
177
Davis Investment Partners
North Carolina
$1.04M +$323K +9,354 +45%
TI
178
tru Independence
Oregon
$1.03M +$65.3K +1,957 +7%
BAM
179
Belpointe Asset Management
Nevada
$1.02M +$1.02M +30,462 New
TSMHT
180
Thurston Springer Miller Herd & Titak
Indiana
$1.01M +$1.01M +30,191 New
KOMWMG
181
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$976K +$43.5K +1,304 +5%
OIA
182
OneDigital Investment Advisors
Kansas
$955K -$81.8K -2,451 -8%
OWA
183
ORBA Wealth Advisors
Illinois
$951K +$1.84K +55 +0.2%
CFD
184
Creative Financial Designs
Indiana
$932K -$60.3K -1,807 -6%
AGA
185
Arkos Global Advisors
Texas
$930K +$50.8K +1,520 +6%
Citadel Advisors
186
Citadel Advisors
Florida
$926K +$345K +10,334 +59%
WCFA
187
Walkner Condon Financial Advisors
Wisconsin
$915K +$92K +2,755 +11%
WIA
188
World Investment Advisors
California
$903K +$49.4K +1,479 +6%
TPA
189
Trivium Point Advisory
Connecticut
$891K +$301K +9,006 +51%
GRP
190
Global Retirement Partners
California
$873K +$192K +5,741 +28%
AWM
191
Avior Wealth Management
Nebraska
$846K +$4.24K +127 +0.5%
TI
192
Trexquant Investment
Connecticut
$841K +$841K +25,196 New
CAS
193
Coppell Advisory Solutions
Texas
$819K +$819K +24,534 New
SEA
194
Stegent Equity Advisors
Texas
$813K +$813K +24,364 New
IP
195
Investment Partners
Ohio
$797K +$87.2K +2,611 +12%
DC
196
Davenport & Co
Virginia
$794K +$73.8K +2,210 +10%
MOS
197
MGO One Seven
Ohio
$776K -$139K -4,175 -15%
PTC
198
Private Trust Company
Ohio
$768K -$9.31K -279 -1%
CA
199
Capital Advantage
California
$755K +$186K +5,655 +33%
IGWM
200
ICA Group Wealth Management
Colorado
$731K -$2.51M -75,144 -77%
6 7
8
9 10