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FT Vest SMID Rising Dividend Ac (SDVD) Institutional Ownership

$19.90 -0.07 (-0.35%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for FT Vest SMID Rising Dividend Ac (NYSEARCA:SDVD)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$6.64M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$232.55K
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SDVD Institutional Buying and Selling by Quarter

FT Vest SMID Rising Dividend Ac Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2025 Nations Financial Group Inc. IA ADV16,789$335K0.0%-28.2%0.083%
5/9/2025 Cary Street Partners Financial LLC39,672$792K0.0%-11.3%0.195%
5/2/2025 SBI Securities Co. Ltd.1,350$27K0.0%+1,015.7%0.007%
4/21/2025 L.M. Kohn & Company11,145$223K0.1%N/A0.057%
4/17/2025 Janney Montgomery Scott LLC122,318$2.44M0.0%+30.6%0.631%
4/10/2025 Whipplewood Advisors LLC121,257$2.42M0.7%+330.6%0.625%
4/9/2025 NBC Securities Inc.2,217$44K0.0%N/A0.011%
2/17/2025 Cary Street Partners Financial LLC44,725$962K0.0%N/A0.962%
2/12/2025 OLD Mission Capital LLC16,660$358K0.0%N/A0.358%
2/12/2025 Bullseye Investment Management LLC252,912$5.42M3.6%+23.4%5.439%
2/5/2025 Whipplewood Advisors LLC28,163$606K0.3%N/A0.606%
1/30/2025 Nations Financial Group Inc. IA ADV23,381$503K0.0%+57.2%0.503%
1/17/2025 Janney Montgomery Scott LLC93,631$2.01M0.0%+12.7%2.014%
11/5/2024 Nations Financial Group Inc. IA ADV14,876$328K0.0%+24.2%0.320%
10/29/2024 Janney Montgomery Scott LLC83,105$1.83M0.0%+14.9%1.787%
7/29/2024 Nations Financial Group Inc. IA ADV11,978$249K0.0%N/A0.258%
5/20/2024 Bullseye Investment Management LLC166,557$3.67M2.1%+10.3%3.582%
5/1/2024 Janney Montgomery Scott LLC56,105$1.24M0.0%N/A1.385%
(Data available from 1/1/2016 forward)

SDVD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDVD shares?

During the previous two years, 9 institutional investors and hedge funds held shares of FT Vest SMID Rising Dividend Ac. The most heavily invested institutionals were Bullseye Investment Management LLC ($5.42M), Janney Montgomery Scott LLC ($2.44M), Whipplewood Advisors LLC ($2.42M), Cary Street Partners Financial LLC ($792K), OLD Mission Capital LLC ($358K), Nations Financial Group Inc. IA ADV ($335K), and L.M. Kohn & Company ($223K).Learn more on SDVD's institutional investors.

Which institutional investors have been buying FT Vest SMID Rising Dividend Ac stock?

Of the 9 institutional investors that purchased FT Vest SMID Rising Dividend Ac stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Whipplewood Advisors LLC ($121.26K), Janney Montgomery Scott LLC ($106.07K), Bullseye Investment Management LLC ($63.60K), Cary Street Partners Financial LLC ($44.73K), Nations Financial Group Inc. IA ADV ($23.38K), OLD Mission Capital LLC ($16.66K), and L.M. Kohn & Company ($11.15K).

How much institutional buying is happening at FT Vest SMID Rising Dividend Ac?

Institutional investors have bought a total of 390,278 shares in the last 24 months. This purchase volume represents approximately $8.22M in transactions.

Which FT Vest SMID Rising Dividend Ac major shareholders have been selling company stock?

The following institutional investors have sold FT Vest SMID Rising Dividend Ac stock in the last 24 months: Nations Financial Group Inc. IA ADV ($6.59K), and Cary Street Partners Financial LLC ($5.05K).

How much institutional selling is happening at FT Vest SMID Rising Dividend Ac?

Institutional investors have sold a total of 11,645 shares in the last 24 months. This volume of shares sold represents approximately $232.55K in transactions.



This page (NYSEARCA:SDVD) was last updated on 5/24/2025 by MarketBeat.com Staff
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