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

$22.97 +0.29 (+1.28%)
As of 05/5/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$14.61M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$15.27M
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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
5/5/2026Geneos 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%
2/17/2026Advisory Services Network LLC18,942$406K0.0%+26.0%0.053%
2/13/2026Arkadios Wealth Advisors10,190$219K0.0%N/A0.029%
2/11/2026 Janney 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%
2/6/2026 Creative 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%
12/2/2025 IFP Advisors Inc123,330$2.67M0.1%+59.3%0.397%
11/17/2025Triumph 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%
11/6/20251776 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%
10/28/2025 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

Who are the largest shareholders of SDVD shares?

During the previous two years, 35 institutional investors and hedge funds held shares of FT Vest SMID Rising Dividend Achievers Target Income ETF. The most heavily invested institutionals were Stephens Inc. AR ($14.34M), Kestra Advisory Services LLC ($11.34M), Private Advisor Group LLC ($6.26M), Bullseye Investment Management LLC ($5.42M), Creative Financial Designs Inc. ADV ($5.03M), Janney Montgomery Scott LLC ($3.50M), and IFP Advisors Inc ($2.67M).Learn more on FT Vest SMID Rising Dividend Achievers Target Income ETF's institutional investors.

Which institutional investors have been buying FT Vest SMID Rising Dividend Achievers Target Income ETF's stock?

Of the 33 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: Creative Financial Designs Inc. ADV ($234.52K), Whipplewood Advisors LLC ($122.56K), Kestra Advisory Services LLC ($88.90K), Janney Montgomery Scott LLC ($65.98K), Bullseye Investment Management LLC ($63.60K), Winnow Wealth LLC ($60.33K), and IFP Advisors Inc ($54.97K).

How much institutional buying is happening at FT Vest SMID Rising Dividend Achievers Target Income ETF?

Institutional investors have bought a total of 672,832 shares in the last 24 months. This purchase volume represents approximately $14.61M in transactions.

Which of FT Vest SMID Rising Dividend Achievers Target Income ETF's major shareholders have been selling company stock?

Of the 9 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 ($33.51K), Janney Montgomery Scott LLC ($14.08K), Winnow Wealth LLC ($12.93K), Nations Financial Group Inc. IA ADV ($6.59K), and Private Advisor Group LLC ($4.82K).

How much institutional selling is happening at FT Vest SMID Rising Dividend Achievers Target Income ETF?

Institutional investors have sold a total of 709,126 shares in the last 24 months. This volume of shares sold represents approximately $15.27M in transactions.



This page (BATS:SDVD) was last updated on 5/6/2026 by MarketBeat.com Staff.
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