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

$21.77 +0.21 (+0.97%)
Closing price 10/1/2026 04:10 PM Eastern
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$21.74 -0.02 (-0.11%)
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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)
43
Total
Institutional Inflows
(last 12 months)
$55.01M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Portfolio Solutions Inc.23,424$541K0.0%+11.2%0.095%
9/23/2026Envestnet Asset Management Inc.222,832$5.15M0.0%+26.2%0.906%
9/11/2026Bullseye Investment Management LLC3,560$82K0.0%N/A0.014%
9/9/2026Capital Analysts LLC43,440$1.00M0.0%+30.0%0.177%
9/9/2026Integrated Wealth Concepts LLC63,490$1.47M0.0%+30.9%0.258%
9/9/2026RFG Advisory LLC99,073$2.29M0.0%+43.3%0.403%
9/9/2026IFP Advisors Inc203,442$4.70M0.1%+33.0%0.827%
8/26/2026Schulz Wealth LTD.23,700$547K0.3%N/A0.096%
8/23/2026Ameritas Advisory Services LLC35,872$828K0.0%N/A0.146%
8/22/2026Concurrent Investment Advisors LLC48,485$1.12M0.0%+20.1%0.197%
8/21/2026Luken Investment Analytics LLC549,594$12.69M4.4%N/A2.234%
8/21/2026Triumph Capital Management19,162$442K0.1%+22.1%0.078%
7/10/2026G&S Capital LLC186,523$4.31M1.2%+3.8%0.758%
7/9/2026Next Level Private LLC52,221$1.21M0.2%+4.8%0.212%
7/8/2026TrueWealth Advisors LLC36,760$849K0.2%+2.8%0.149%
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%
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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%
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, 52 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 48 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 2,482,918 shares in the last 24 months. This purchase volume represents approximately $55.01M 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.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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