First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
567 hedge funds and large institutions have $8.1B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 287 increasing their positions, 163 reducing their positions, and 22 closing their positions.
200% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 22
76% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 163
9% more capital invested
Capital invested by funds: $7.46B → $8.1B (+$640M)
6% more funds holding
Funds holding: 534 → 567 (+33)
1.43% more ownership
Funds ownership: 79.02% → 80.45% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
64% less call options, than puts
Call options by funds: $674K | Put options by funds: $1.85M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$49.5M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$45.3M |
| 3 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$41.9M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$41.5M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$26.5M |
| 2 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$16.8M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$13.5M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$12M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$9.03M |
SDVY Hedge Fund Activity: Q1 2026 in Review
567 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2026, worth a combined $8.1B — up 8.6% from $7.46B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new SDVY positions and 22 closed out — a net gain of 44 holders — while 287 added to existing stakes and 163 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $49.5M. The largest seller was UBS Group, cutting an estimated $26.5M.
- 567 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2026, up from 534 in Q4 2025.
- Funds reported $8.1B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2026, up 8.6% quarter-over-quarter.
- 66 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2026 and 22 closed out, a net change of +44 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q1 2026 was Raymond James Financial, an estimated $49.5M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2026 was UBS Group, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2026.