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FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) Institutional Ownership

$22.71 +0.25 (+1.11%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FT Vest SMID Rising Dividend Achievers Target Income ETF (BATS:SDVD)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$53.80M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$13.78M
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SDVD Institutional Buying and Selling by Quarter

FT Vest SMID Rising Dividend Achievers Target Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Capital Analysts LLC43,440$1.00M0.0%+30.0%0.177%
9/9/2026 Integrated Wealth Concepts LLC63,490$1.47M0.0%+30.9%0.258%
9/9/2026 RFG Advisory LLC99,073$2.29M0.0%+43.3%0.403%
9/9/2026 IFP Advisors Inc203,442$4.70M0.1%+33.0%0.827%
8/26/2026 Schulz Wealth LTD.23,700$547K0.3%N/A0.096%
8/23/2026 Ameritas Advisory Services LLC35,872$828K0.0%N/A0.146%
8/22/2026 Concurrent Investment Advisors LLC48,485$1.12M0.0%+20.1%0.197%
8/21/2026 Luken Investment Analytics LLC549,594$12.69M4.4%N/A2.234%
8/21/2026 Triumph Capital Management19,162$442K0.1%+22.1%0.078%
7/10/2026 G&S Capital LLC186,523$4.31M1.2%+3.8%0.758%
7/9/2026 Next Level Private LLC52,221$1.21M0.2%+4.8%0.212%
7/8/2026 TrueWealth Advisors LLC36,760$849K0.2%+2.8%0.149%
5/19/2026 Arkadios Wealth Advisors11,844$257K0.0%+16.2%0.048%
5/18/2026Sunbelt Securities Inc.4,500$98K0.0%+80.0%0.018%
5/18/2026 Royal Bank of Canada593,903$12.89M0.0%+22.8%2.414%
5/15/2026 Gateway Wealth Partners LLC16,626$361K0.0%N/A0.068%
5/13/2026 Cetera Investment Advisers701,260$15.22M0.0%+38.8%2.851%
5/13/2026 Wealthspire Retirement LLC645,000$14.00M0.8%N/A2.622%
5/13/2026 Signature Equity Partners LLC24,167$524K0.3%-2.7%0.098%
5/13/2026 First Trust Advisors LP125,305$2.72M0.0%-13.3%0.509%
5/6/2026 MTM Investment Management LLC108,540$2.36M0.7%+11.1%0.441%
5/6/2026 Independent Financial Group LLC55,075$1.20M0.0%N/A0.224%
5/5/2026 Geneos Wealth Management Inc.2,400$52K0.0%+100.0%0.010%
5/2/2026 International Assets Investment Management LLC64,611$1.41M0.0%+6.4%0.263%
4/30/2026 Kestra Advisory Services LLC522,516$11.34M0.0%+20.5%2.124%
4/29/2026 Southern Capital Services Inc. ADV23,560$511K0.3%-96.0%0.096%
4/28/2026 Stephens Inc. AR660,624$14.34M0.2%+1.7%2.685%
4/27/2026 World Investment Advisors9,352$203K0.0%N/A0.038%
4/27/2026 Private Advisor Group LLC288,592$6.26M0.0%-1.6%1.173%
4/23/2026 Next Level Private LLC49,819$1.08M0.2%+5.1%0.203%
4/22/2026 Janney Montgomery Scott LLC161,425$3.50M0.0%-8.0%0.656%
4/21/2026 Silver Oak Securities Incorporated51,169$1.11M0.1%+37.7%0.208%
4/20/2026 RFG Advisory LLC69,137$1.50M0.0%+63.9%0.281%
4/18/2026 Faithward Advisors LLC12,328$268K0.0%+7.3%0.050%
4/17/2026 Brookstone Capital Management27,019$586K0.0%+145.3%0.110%
4/16/2026 Cambridge Advisors Inc.62,897$1.37M0.3%+7.0%0.256%
4/16/2026 Balboa Wealth Partners32,216$699K0.1%+50.6%0.131%
2/20/2026Sunbelt Securities Inc.2,500$54K0.0%N/A0.007%
2/17/2026 Advisory Services Network LLC18,942$406K0.0%+26.0%0.053%
2/13/2026 Arkadios Wealth Advisors10,190$219K0.0%N/A0.029%
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2/11/2026 Janney Montgomery Scott LLC175,502$3.77M0.0%+5.6%0.494%
2/11/2026 Winnow Wealth LLC47,409$1.04M0.8%-21.4%0.134%
2/11/2026 1776 Wealth LLC41,937$900K0.3%+10.4%0.118%
2/9/2026 MTM Investment Management LLC97,705$2.10M0.7%+3.2%0.275%
2/6/2026 Creative Financial Designs Inc. ADV234,521$5.03M0.3%N/A0.661%
2/5/2026 Atlas Wealth LLC25,054$538K0.2%+163.9%0.071%
1/15/2026Jaffetilchin Investment Partners LLC40,314$865K0.1%+304.1%0.118%
12/2/2025 IFP Advisors Inc123,330$2.67M0.1%+59.3%0.397%
11/17/2025 Triumph Capital Management9,949$215K0.1%N/A0.032%
11/10/2025 Cary Street Partners Financial LLC11,220$243K0.0%-50.0%0.036%
11/6/2025 Whipplewood Advisors LLC58,647$1.27M0.8%+2.3%0.189%
11/6/2025 1776 Wealth LLC37,991$821K0.3%-2.2%0.122%
11/4/2025 Winnow Wealth LLC60,334$1.33M1.0%N/A0.194%
11/3/2025 MTM Investment Management LLC94,705$2.05M0.7%+44.7%0.305%
10/28/2025 Nations Financial Group Inc. IA ADV30,482$659K0.0%+17.6%0.099%
10/14/2025 Farther Finance Advisors LLC2,750$59K0.0%N/A0.009%
8/14/2025 Cary Street Partners Financial LLC22,426$460K0.0%-43.5%0.086%
8/4/2025L.M. Kohn & Company9,970$204K0.1%-10.5%0.038%
7/31/2025 Whipplewood Advisors LLC57,340$1.18M0.6%-52.7%0.221%
7/24/2025 IFP Advisors Inc77,438$1.59M0.0%+13.3%0.303%
7/17/2025 Janney Montgomery Scott LLC129,019$2.65M0.0%+5.5%0.518%
5/13/2025Nations Financial Group Inc. IA ADV16,789$335K0.0%-28.2%0.083%
5/9/2025Cary Street Partners Financial LLC39,672$792K0.0%-11.3%0.195%
5/2/2025SBI Securities Co. Ltd.1,350$27K0.0%+1,015.7%0.007%
4/21/2025L.M. Kohn & Company11,145$223K0.1%N/A0.057%
4/17/2025Janney Montgomery Scott LLC122,318$2.44M0.0%+30.6%0.631%
4/10/2025Whipplewood Advisors LLC121,257$2.42M0.7%+330.6%0.625%
4/9/2025NBC Securities Inc.2,217$44K0.0%N/A0.011%
2/17/2025Cary Street Partners Financial LLC44,725$962K0.0%N/A0.962%
2/12/2025OLD Mission Capital LLC16,660$358K0.0%N/A0.358%
2/12/2025Bullseye Investment Management LLC252,912$5.42M3.6%+23.4%5.439%
2/5/2025Whipplewood Advisors LLC28,163$606K0.3%N/A0.606%
1/30/2025Nations Financial Group Inc. IA ADV23,381$503K0.0%+57.2%0.503%
1/17/2025Janney Montgomery Scott LLC93,631$2.01M0.0%+12.7%2.014%
11/5/2024Nations Financial Group Inc. IA ADV14,876$328K0.0%+24.2%0.320%
10/29/2024Janney Montgomery Scott LLC83,105$1.83M0.0%+14.9%1.787%
7/29/2024Nations Financial Group Inc. IA ADV11,978$249K0.0%N/A0.258%
5/20/2024Bullseye Investment Management LLC166,557$3.67M2.1%+10.3%3.582%
5/1/2024Janney Montgomery Scott LLC56,105$1.24M0.0%N/A1.385%


SDVD Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 institutional investors and hedge funds held shares of FT Vest SMID Rising Dividend Achievers Target Income ETF. The most heavily invested institutionals were Cetera Investment Advisers ($15.22M), Stephens Inc. AR ($14.34M), Wealthspire Retirement LLC ($14.00M), Royal Bank of Canada ($12.89M), Luken Investment Analytics LLC ($12.69M), Kestra Advisory Services LLC ($11.34M), and Private Advisor Group LLC ($6.26M).Learn more on FT Vest SMID Rising Dividend Achievers Target Income ETF's institutional investors.

Of the 46 institutional investors that purchased FT Vest SMID Rising Dividend Achievers Target Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthspire Retirement LLC ($645K), Luken Investment Analytics LLC ($549.59K), Creative Financial Designs Inc. ADV ($234.52K), Cetera Investment Advisers ($195.97K), Whipplewood Advisors LLC ($122.56K), Royal Bank of Canada ($110.10K), and IFP Advisors Inc ($105.50K).

Institutional investors have bought a total of 2,430,672 shares in the last 24 months. This purchase volume represents approximately $53.80M in transactions.

The following institutional investors have sold FT Vest SMID Rising Dividend Achievers Target Income ETF stock in the last 24 months: Southern Capital Services Inc. ADV ($571.28K), First Trust Advisors LP ($19.14K), Janney Montgomery Scott LLC ($14.08K), Winnow Wealth LLC ($12.93K), Cary Street Partners Financial LLC ($11.21K), Private Advisor Group LLC ($4.82K), and 1776 Wealth LLC ($843.00).

Institutional investors have sold a total of 634,948 shares in the last 24 months. This volume of shares sold represents approximately $13.78M in transactions.



Institutional ownership data for BATS:SDVD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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