First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
534 hedge funds and large institutions have $7.46B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 135 reducing their positions, and 27 closing their positions.
207% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 27
101% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 135
50% more funds holding in top 10
Funds holding in top 10: 28 → 42 (+14)
10% more funds holding
Funds holding: 484 → 534 (+50)
9% more capital invested
Capital invested by funds: $6.84B → $7.46B (+$614M)
2% more ownership
Funds ownership: 77.02% → 79.02% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$47.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$43.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$34.8M |
| 4 |
JF
JSF Financial
Los Angeles,
California
|
+$21.8M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
-$11.8M |
| 2 |
Two Sigma Investments
New York
|
-$11.2M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$7.78M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$7.19M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$6.32M |
SDVY Hedge Fund Activity: Q4 2025 in Review
534 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2025, worth a combined $7.46B — up 9% from $6.84B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SDVY positions and 27 closed out — a net gain of 56 holders — while 272 added to existing stakes and 135 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $47.9M. The largest seller was Lifestyle Asset Management, cutting an estimated $11.8M.
- 534 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2025, up from 484 in Q3 2025.
- Funds reported $7.46B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2025, up 9% quarter-over-quarter.
- 83 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of +56 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2025 was Raymond James Financial, an estimated $47.9M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2025 was Lifestyle Asset Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2025.