First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
475 hedge funds and large institutions have $5.91B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 277 increasing their positions, 117 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
20% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 50
23% less capital invested
Capital invested by funds: $7.62B → $5.91B (-$1.72B)
Holders
475
Holding in Top 10
28
Calls
$358K
Puts
–
Top Buyers
| 1 | +$62.3M | |
| 2 | +$52.1M | |
| 3 | +$48.2M | |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$27.1M |
| 5 |
Morgan Stanley
New York
|
+$24.9M |
Top Sellers
| 1 | -$50.7M | |
| 2 | -$16.1M | |
| 3 | -$11.1M | |
| 4 |
PCM
Presidio Capital Management
San Diego,
California
|
-$8.22M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.34M |
