SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

480 hedge funds and large institutions have $6.83B 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, 262 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
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
Goldman Sachs
201
Goldman Sachs
New York
$1.9M
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$1.9M
JCM
203
Jacobi Capital Management
Pennsylvania
$1.89M
SIAS
204
Summit Investment Advisory Services
Minnesota
$1.87M
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$1.85M
IAIM
206
International Assets Investment Management
Florida
$1.79M
CFS
207
Commonwealth Financial Services
West Virginia
$1.79M
AGA
208
Arkos Global Advisors
Texas
$1.77M
PWA
209
PCG Wealth Advisors
Kansas
$1.76M
SF
210
Symphony Financial
Texas
$1.74M
FA
211
Flagstar Advisors
New York
$1.7M
AC
212
AIFG Consultants
New York
$1.7M
PAS
213
PKS Advisory Services
New York
$1.69M
Betterment LLC
214
Betterment LLC
New York
$1.69M
CWM
215
Concentrum Wealth Management
California
$1.69M
BI
216
Bolthouse Investments
California
$1.68M
OIA
217
OneDigital Investment Advisors
Kansas
$1.68M
CWM
218
Cornerstone Wealth Management
Missouri
$1.66M
YIH
219
Y-Intercept (HK)
Hong Kong
$1.65M
SRA
220
Secured Retirement Advisors
Minnesota
$1.64M
HH
221
Hilltop Holdings
Texas
$1.64M
MOS
222
MGO One Seven
Ohio
$1.63M
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$1.6M
MIM
224
Marshall Investment Management
Colorado
$1.6M
CHC
225
City Holding Co
West Virginia
$1.58M