First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
577 hedge funds and large institutions have $9.06B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2026 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 307 increasing their positions, 159 reducing their positions, and 36 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 159
53% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 36
12% more capital invested
Capital invested by funds: $8.1B → $9.06B (+$963M)
2% more funds holding
Funds holding: 567 → 577 (+10)
0.5% less ownership
Funds ownership: 80.45% → 79.95% (-0.5%)
7% less funds holding in top 10
Funds holding in top 10: 42 → 39 (-3)
64% less call options, than puts
Call options by funds: $738K | Put options by funds: $2.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$48.8M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$34.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$26.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$32.6M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$32.5M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$32.4M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$17.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.9M |
SDVY Hedge Fund Activity: Q2 2026 in Review
577 institutional investors reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2026, worth a combined $9.06B — up 12% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SDVY positions and 36 closed out — a net gain of 19 holders — while 307 added to existing stakes and 159 trimmed.
The largest buyer was LPL Financial, adding an estimated $48.8M. The largest seller was Mount Yale Investment Advisors, cutting an estimated $32.6M.
- 577 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2026, up from 567 in Q1 2026.
- Funds reported $9.06B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2026, up 12% quarter-over-quarter.
- 55 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2026 and 36 closed out, a net change of +19 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2026 was LPL Financial, an estimated $48.8M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2026 was Mount Yale Investment Advisors, an estimated $32.6M sold.
Based on aggregated 13F filings for Q2 2026.