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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

483 hedge funds and large institutions have $6.84B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 130

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

10% more capital invested

Capital invested by funds: $6.21B → $6.84B (+$629M)

2% more funds holding

Funds holding: 473 → 483 (+10)

0.68% more ownership

Funds ownership: 76.35% → 77.03% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 28 → 28 (0)

Holders
483
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
6.34%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
48
Increased
265
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$73.7M
2
Raymond James Financial
Raymond James Financial
Florida
+$30.6M
3
Bank of America
Bank of America
North Carolina
+$22.8M
4
Wells Fargo
Wells Fargo
California
+$20.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$70.4M
2
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$16.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.9M
4
M1FG
Mach-1 Financial Group
Arkansas
-$9.74M
5
BAS
Breakthru Advisory Services
Wisconsin
-$7.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
176
Harvest Investment Services
Illinois
$2.62M +$28K +756 +1%
CAM
177
Concorde Asset Management
Michigan
$2.6M +$2.55M +68,727 New
WA
178
Waverly Advisors
Alabama
$2.54M +$217K +5,860 +10%
MAS
179
MPWM Advisory Solutions
Georgia
$2.54M +$45.4K +1,225 +2%
WS
180
Wedbush Securities
California
$2.43M -$946K -25,502 -29%
WA
181
WPG Advisers
Maryland
$2.42M +$131K +3,542 +6%
AWMNY
182
Arcadia Wealth Management (New York)
New York
$2.41M +$302K +8,141 +15%
CCIA
183
Cherry Creek Investment Advisors
Colorado
$2.39M +$328K +8,830 +16%
HA
184
Huntleigh Advisors
Missouri
$2.33M +$49.3K +1,329 +2%
FF
185
Fairway Financial
Florida
$2.31M +$123K +3,318 +6%
UAG
186
United Advisor Group
Ohio
$2.3M +$468K +12,623 +26%
NPAN
187
Northeast Planning Associates NH
New Hampshire
$2.29M +$43.7K +1,178 +2%
IAG
188
Ipsen Advisor Group
Arkansas
$2.28M +$62.6K +1,687 +3%
VNA
189
Valley National Advisers
Pennsylvania
$2.23M +$10.5K +282 +0.5%
OFS
190
OneAscent Financial Services
Alabama
$2.21M +$1.28M +34,633 +148%
SFPG
191
Stonebridge Financial Planning Group
Florida
$2.19M -$29.3K -791 -1%
PWS
192
Proactive Wealth Strategies
Georgia
$2.16M -$4.19K -113 -0.2%
IC
193
Inscription Capital
Texas
$2.12M -$165K -4,450 -7%
CA
194
Capital Advantage
California
$2.09M +$397K +10,710 +24%
KP
195
Keel Point
Alabama
$2.01M +$105K +2,818 +6%
TFP
196
Traction Financial Partners
Wyoming
$2.01M +$647K +17,442 +49%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$2M +$35.5K +956 +2%
PWM
198
Purus Wealth Management
California
$2M +$10.5K +284 +0.5%
HAS
199
HBW Advisory Services
California
$1.97M +$1.92M +51,867 New
Ameriprise
200
Ameriprise
Minnesota
$1.97M +$1.92M +51,805 New
6 7
8
9 10

SDVY Hedge Fund Activity: Q3 2025 in Review

483 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q3 2025, worth a combined $6.84B — up 10% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SDVY positions and 27 closed out — a net gain of 21 holders — while 265 added to existing stakes and 130 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $73.7M. The largest seller was Morgan Stanley, cutting an estimated $70.4M.

  • 483 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q3 2025, up from 473 in Q2 2025.
  • Funds reported $6.84B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 48 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q3 2025 and 27 closed out, a net change of +21 holders.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $73.7M added.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q3 2025 was Morgan Stanley, an estimated $70.4M sold.

Based on aggregated 13F filings for Q3 2025.