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 %
BCM
201
Barometer Capital Management
Ontario, Canada
$728K -$56.7K -1,700 -7%
SWM
202
SFG Wealth Management
Maryland
$727K +$2.74K +82 +0.4%
WWA
203
WCG Wealth Advisors
Nevada
$710K +$163K +4,871 +30%
ASN
204
Advisory Services Network
Georgia
$705K +$8.95K +268 +1%
LWL
205
Leo Wealth LLC
Texas
$674K -$1.31M -39,579 -66%
KCFA
206
Key Client Fiduciary Advisors
New Jersey
$673K +$198K +5,924 +42%
KAS
207
KPP Advisory Services
Kentucky
$660K +$121K +3,634 +23%
LSA
208
Lion Street Advisors
Texas
$650K +$84.3K +2,526 +15%
CF
209
Convergence Financial
Missouri
$618K +$618K +18,527 New
FCA
210
FinTrust Capital Advisors
South Carolina
$610K +$290K +8,684 +91%
CPA
211
Clear Point Advisors
New York
$597K +$200 +6 +0%
KFP
212
KMG Fiduciary Partners
Ohio
$594K +$594K +17,799 New
GWP
213
Gateway Wealth Partners
Wisconsin
$584K +$584K +17,482 New
CFS
214
Commonwealth Financial Services
West Virginia
$583K +$583K +17,768 New
VF
215
VitalStone Financial
Texas
$574K +$81K +2,426 +16%
KWA
216
Kingswood Wealth Advisors
California
$564K +$49.3K +1,476 +10%
GM
217
GeoWealth Management
Illinois
$558K +$39.9K +1,194 +8%
RIA
218
Regal Investment Advisors
Michigan
$556K -$62.8K -1,881 -10%
CWM
219
Cornerstone Wealth Management
Missouri
$555K -$16.2K -486 -3%
MWM
220
Meridian Wealth Management
Kentucky
$543K +$543K +16,262 New
CSA
221
Cottage Street Advisors
Massachusetts
$536K +$536K +16,054 New
SCA
222
Snowden Capital Advisors
New York
$528K -$36.7K -1,100 -7%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$525K +$15.4K +461 +3%
TSWM
224
Tyler-Stone Wealth Management
Ohio
$524K +$11.2K +336 +2%
CAL
225
Capital Analysts LLC
Pennsylvania
$523K +$292K +8,739 +126%
7 8
9
10 11