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
OWA
201
OakTrust Wealth Advisors
Connecticut
$2.66M
FF
202
Fairway Financial
Florida
$2.61M
Renaissance Technologies
203
Renaissance Technologies
New York
$2.56M
HAS
204
HBW Advisory Services
California
$2.54M
NPAN
205
Northeast Planning Associates NH
New Hampshire
$2.53M
JIG
206
Junk Investment Group
Maryland
$2.48M
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$2.48M
EA
208
Ergawealth Advisors
Illinois
$2.42M
AWM
209
Accel Wealth Management
Iowa
$2.41M
HIS
210
Harvest Investment Services
Illinois
$2.39M
EW
211
Entruity Wealth
California
$2.36M
CCIA
212
Cherry Creek Investment Advisors
Colorado
$2.33M
SFPG
213
Stonebridge Financial Planning Group
Florida
$2.31M
OIA
214
OneDigital Investment Advisors
Kansas
$2.31M
IC
215
Inscription Capital
Texas
$2.31M
Natixis Advisors
216
Natixis Advisors
Massachusetts
$2.3M
CFD
217
Creative Financial Designs
Indiana
$2.24M
SWASL
218
Spartan Wealth Advisory Services LLC
Michigan
$2.21M
JCM
219
Jacobi Capital Management
Pennsylvania
$2.19M
BWM
220
BAM Wealth Management
Colorado
$2.19M
SEA
221
Stegent Equity Advisors
Texas
$2.15M
AGA
222
Arkos Global Advisors
Texas
$2.13M
IAS
223
Insigneo Advisory Services
Florida
$2.12M
MWA
224
Medallion Wealth Advisors
Connecticut
$2.11M
WA
225
WPG Advisers
Maryland
$2.07M