SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

555 hedge funds and large institutions have $7.98B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 279 increasing their positions, 161 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.04% more ownership

Funds ownership: 78.43%79.47% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

64% less call options, than puts

Call options by funds: $674K | Put options by funds: $1.85M

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$674K
Puts
$1.85M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Capital Advantage
California
$3.22M
UAG
177
United Advisor Group
Ohio
$3.2M
MWM
178
Maridea Wealth Management
New York
$3.19M
MOS
179
MGO One Seven
Ohio
$3.16M
VNA
180
Valley National Advisers
Pennsylvania
$3.15M
MAC
181
Mason & Associates (California)
California
$3.14M
MFGM
182
Marshall Financial Group (Maryland)
Maryland
$3.14M
Two Sigma Investments
183
Two Sigma Investments
New York
$3.14M
SWM
184
Spire Wealth Management
Virginia
$3.04M
SOS
185
Silver Oak Securities
Tennessee
$3.01M
MC
186
Moors & Cabot
Massachusetts
$3M
GWM
187
Goldenstone Wealth Management
California
$2.99M
FAM
188
Formidable Asset Management
Ohio
$2.98M
CFG
189
Capital Financial Group
Colorado
$2.97M
WS
190
Wedbush Securities
California
$2.9M
CIAS
191
Capital Investment Advisory Services
North Carolina
$2.9M
DWM
192
Darwin Wealth Management
Florida
$2.89M
CPBTD
193
Central Pacific Bank - Trust Division
Hawaii
$2.87M
AW
194
Atlas Wealth
Ohio
$2.86M
RA
195
RiverTree Advisors
Florida
$2.85M
SWP
196
Stone Wealth Partners
Louisiana
$2.85M
CA
197
Calton & Associates
Florida
$2.84M
AWMNY
198
Arcadia Wealth Management (New York)
New York
$2.81M
WA
199
Waverly Advisors
Alabama
$2.79M
PWM
200
PMG Wealth Management
Illinois
$2.77M