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

$23.03 -0.20 (-0.86%)
As of 07/7/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FT Vest SMID Rising Dividend Achievers Target Income ETF (BATS:SDVD)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$37.12M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$15.47M
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SDVD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Arkadios Wealth Advisors11,844$257K0.0%+16.2%0.048%
5/18/2026Sunbelt Securities Inc.4,500$98K0.0%+80.0%0.018%
5/18/2026Royal Bank of Canada593,903$12.89M0.0%+22.8%2.414%
5/15/2026Gateway Wealth Partners LLC16,626$361K0.0%N/A0.068%
5/13/2026Cetera Investment Advisers701,260$15.22M0.0%+38.8%2.851%
5/13/2026Wealthspire Retirement LLC645,000$14.00M0.8%N/A2.622%
5/13/2026Signature Equity Partners LLC24,167$524K0.3%-2.7%0.098%
5/13/2026First Trust Advisors LP125,305$2.72M0.0%-13.3%0.509%
5/6/2026MTM Investment Management LLC108,540$2.36M0.7%+11.1%0.441%
5/6/2026Independent Financial Group LLC55,075$1.20M0.0%N/A0.224%
5/5/2026Geneos Wealth Management Inc.2,400$52K0.0%+100.0%0.010%
5/2/2026International Assets Investment Management LLC64,611$1.41M0.0%+6.4%0.263%
4/30/2026Kestra Advisory Services LLC522,516$11.34M0.0%+20.5%2.124%
4/29/2026Southern Capital Services Inc. ADV23,560$511K0.3%-96.0%0.096%
4/28/2026Stephens Inc. AR660,624$14.34M0.2%+1.7%2.685%
4/27/2026World Investment Advisors9,352$203K0.0%N/A0.038%
4/27/2026Private Advisor Group LLC288,592$6.26M0.0%-1.6%1.173%
4/23/2026Next Level Private LLC49,819$1.08M0.2%+5.1%0.203%
4/22/2026Janney Montgomery Scott LLC161,425$3.50M0.0%-8.0%0.656%
4/21/2026Silver Oak Securities Incorporated51,169$1.11M0.1%+37.7%0.208%
4/20/2026RFG Advisory LLC69,137$1.50M0.0%+63.9%0.281%
4/18/2026Faithward Advisors LLC12,328$268K0.0%+7.3%0.050%
4/17/2026Brookstone Capital Management27,019$586K0.0%+145.3%0.110%
4/16/2026Cambridge Advisors Inc.62,897$1.37M0.3%+7.0%0.256%
4/16/2026Balboa Wealth Partners32,216$699K0.1%+50.6%0.131%
2/20/2026Sunbelt Securities Inc.2,500$54K0.0%N/A0.007%
2/17/2026Advisory Services Network LLC18,942$406K0.0%+26.0%0.053%
2/13/2026Arkadios Wealth Advisors10,190$219K0.0%N/A0.029%
2/11/2026Janney Montgomery Scott LLC175,502$3.77M0.0%+5.6%0.494%
2/11/2026Winnow Wealth LLC47,409$1.04M0.8%-21.4%0.134%
2/11/20261776 Wealth LLC41,937$900K0.3%+10.4%0.118%
2/9/2026MTM Investment Management LLC97,705$2.10M0.7%+3.2%0.275%
2/6/2026Creative Financial Designs Inc. ADV234,521$5.03M0.3%N/A0.661%
2/5/2026Atlas Wealth LLC25,054$538K0.2%+163.9%0.071%
1/15/2026Jaffetilchin Investment Partners LLC40,314$865K0.1%+304.1%0.118%
12/2/2025IFP Advisors Inc123,330$2.67M0.1%+59.3%0.397%
11/17/2025Triumph Capital Management9,949$215K0.1%N/A0.032%
11/10/2025Cary Street Partners Financial LLC11,220$243K0.0%-50.0%0.036%
11/6/2025Whipplewood Advisors LLC58,647$1.27M0.8%+2.3%0.189%
11/6/20251776 Wealth LLC37,991$821K0.3%-2.2%0.122%
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11/4/2025Winnow Wealth LLC60,334$1.33M1.0%N/A0.194%
11/3/2025MTM Investment Management LLC94,705$2.05M0.7%+44.7%0.305%
10/28/2025Nations Financial Group Inc. IA ADV30,482$659K0.0%+17.6%0.099%
10/14/2025Farther Finance Advisors LLC2,750$59K0.0%N/A0.009%
8/14/2025Cary Street Partners Financial LLC22,426$460K0.0%-43.5%0.086%
8/4/2025L.M. Kohn & Company9,970$204K0.1%-10.5%0.038%
7/31/2025Whipplewood Advisors LLC57,340$1.18M0.6%-52.7%0.221%
7/24/2025IFP Advisors Inc77,438$1.59M0.0%+13.3%0.303%
7/17/2025Janney 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, 42 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), Kestra Advisory Services LLC ($11.34M), Private Advisor Group LLC ($6.26M), and Bullseye Investment Management LLC ($5.42M).Learn more on FT Vest SMID Rising Dividend Achievers Target Income ETF's institutional investors.

Of the 38 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), Creative Financial Designs Inc. ADV ($234.52K), Cetera Investment Advisers ($195.97K), Whipplewood Advisors LLC ($122.56K), Royal Bank of Canada ($110.10K), Kestra Advisory Services LLC ($88.90K), and Janney Montgomery Scott LLC ($65.98K).

Institutional investors have bought a total of 1,710,096 shares in the last 24 months. This purchase volume represents approximately $37.12M in transactions.

Of the 10 institutional investors that sold FT Vest SMID Rising Dividend Achievers Target Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Southern Capital Services Inc. ADV ($571.28K), Whipplewood Advisors LLC ($63.92K), Cary Street Partners Financial LLC ($28.45K), First Trust Advisors LP ($19.14K), Janney Montgomery Scott LLC ($14.08K), Winnow Wealth LLC ($12.93K), and Private Advisor Group LLC ($4.82K).

Institutional investors have sold a total of 717,286 shares in the last 24 months. This volume of shares sold represents approximately $15.47M in transactions.


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This page (BATS:SDVD) was last updated on 7/8/2026 by MarketBeat.com Staff.
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