SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview Fund Activity

401 hedge funds and large institutions have $4.81B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 218 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
401
Holders Change
+65
Holders Change %
+19.35%
% of All Funds
5.8%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.27%
New
87
Increased
218
Reduced
70
Closed
18
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$281K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$654M 17,987,114 +2,628,717 +17%
Morgan Stanley
2
Morgan Stanley
New York
$544M 14,953,643 +2,496,258 +20%
Wells Fargo
3
Wells Fargo
California
$384M 10,559,597 +1,571,858 +17%
UBS Group
4
UBS Group
Switzerland
$219M 6,022,602 +1,360,184 +29%
Bank of America
5
Bank of America
North Carolina
$210M 5,771,730 +876,068 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$159M 4,357,185 +1,291,745 +42%
RJA
7
Raymond James & Associates
Florida
$154M 4,234,856 +669,172 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$154M 4,230,399 +964,056 +30%
CIA
9
Capital Investment Advisors
Georgia
$118M 3,242,678 +234,870 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$114M 3,121,943 +700,531 +29%
LI
11
LVZ Inc
Michigan
$98.6M 2,709,150 -7,074 -0.3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$92.6M 2,544,512 +522,644 +26%
PNC
13
Park National Corp
Ohio
$92.1M 2,531,035 +1,885,435 +292%
Stifel Financial
14
Stifel Financial
Missouri
$90.4M 2,485,251 +347,799 +16%
Truist Financial
15
Truist Financial
North Carolina
$88.7M 2,439,288 -17,142 -0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$79.3M 2,178,040 +229,434 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$76.1M 2,092,088 +158,171 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$65.9M 1,810,742 +202,497 +13%
HighTower Advisors
19
HighTower Advisors
Illinois
$48.7M 1,339,074 +319,226 +31%
MML Investors Services
20
MML Investors Services
Massachusetts
$41.1M 1,130,306 +120,714 +12%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$40.2M 1,104,588 +299,892 +37%
William Blair & Company
22
William Blair & Company
Illinois
$39.8M 1,094,058 +68,793 +7%
PAG
23
Private Advisor Group
New Jersey
$37.6M 1,033,984 +99,423 +11%
KAS
24
Kestra Advisory Services
Texas
$35.1M 965,710 +92,568 +11%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$35.1M 963,965 +164,058 +21%
1
2 3 4 5