FT Vest Smid Rising DividendSDVDETF
13F holders, Q2 2026 (June 30)109holders +3
13new positions
12sold out
$23.09avg. 13F price*
At the end of Q2 2026, 109 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 3 from Q1 2026. 13 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($36.4M), Steward Partners Investment Advisory, LLC ($30.3M) and Raymond James Financial Inc. ($26.9M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q2 2026)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $19.6M |
| Exits | 12 | $16.1M |
All 13F filers, Q1 2026 → Q2 2026: 2,160,754 shares bought and 1,155,307 shares sold, net +1,005,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| LPL Financial LLC | 0.01% | Add +24.5% | 1,576,054 | $36.4M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +8.4% | 1,310,382 | $30.3M |
| Raymond James Financial Inc. | 0.01% | Add +9.5% | 1,163,529 | $26.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.7% | 1,126,284 | $26.0M |
| Stifel Financial Corp. | 0.02% | Reduce -9.6% | 804,054 | $18.6M |
| Cetera Investment Advisers | 0.02% | Add +10.2% | 772,597 | $17.8M |
| Stephens Inc. | 0.18% | Add +2.8% | 678,876 | $15.7M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 607,164 | $14.0M |
| Osaic Holdings, Inc. | 0.01% | Add +39.8% | 552,562 | $12.8M |
| Luken Investment Analytics, LLC | 4.44% | New | 549,594 | $12.7M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.6% | 519,484 | $12.0M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -0.4% | 386,746 | $8.9M |
| Z3 Capital Partners, LLC | 1.69% | Add +1.6% | 349,449 | $8.1M |
| Indivisible Partners | 0.43% | Add +3.4% | 329,479 | $7.6M |
| Snowden Capital Advisors LLC | 0.14% | Add +3.1% | 260,940 | $6.0M |
| Creative Financial Designs Inc. | 0.28% | Add +3.4% | 252,242 | $5.8M |
| Harbour Investments, Inc. | 0.08% | Add +13.5% | 242,494 | $5.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -22.3% | 224,221 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.3% | 222,832 | $5.1M |
| IFP Advisors, Inc | 0.08% | Add +33.0% | 203,442 | $4.7M |
| RiverTree Advisors, LLC | 2.68% | Add +10.0% | 196,412 | $4.5M |
| G&S Capital LLC | 1.25% | Add +3.8% | 186,523 | $4.3M |
| Advisory Advocates, LLC | 3.09% | Add +3.9% | 156,166 | $3.6M |
| Integrity Alliance, Llc. | 0.11% | Add +18.0% | 149,469 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.7% | 147,431 | $3.4M |
| First Trust Advisors LP | 0.00% | Add +2.6% | 128,579 | $3.0M |
| MTM Investment Management, LLC | 0.73% | Add +2.2% | 110,960 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 0.76% | Add +6.7% | 103,280 | $2.4M |
| Delta Investment Management, LLC | 0.39% | Add +12.4% | 102,998 | $2.4M |
| RFG Advisory, LLC | 0.04% | Add +43.3% | 99,073 | $2.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +82.0% | 88,459 | $2.0M |
| Elevation Advisory Partners LLC | 2.04% | Add +17.6% | 86,046 | $2.0M |
| Vima LLC | 1.91% | — | 83,358 | $1.9M |
| International Assets Investment Management, LLC | 0.11% | Add +24.4% | 80,386 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -1.0% | 80,125 | $1.9M |
| Chiron Capital Management, LLC | 1.65% | Reduce -3.4% | 79,663 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +57.0% | 75,573 | $1.7M |
| Arax Advisory Partners | 0.01% | Add +9.0% | 72,170 | $1.7M |
| Cambridge Advisors Inc. | 0.26% | Add +4.8% | 65,918 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +12.6% | 64,721 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +30.9% | 63,490 | $1.5M |
| Trueblood Wealth Management, LLC | 0.50% | Add +11.0% | 62,256 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +82.1% | 61,682 | $1.4M |
| Golden State Wealth Management, LLC | 0.13% | New | 61,012 | $1.4M |
| Silver Oak Securities, Incorporated | 0.08% | Add +14.5% | 58,605 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +1.1% | 55,250 | $1.3M |
| Winnacle Wealth LLC | 0.85% | Add +14.4% | 53,962 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +8.2% | 52,621 | $1.2M |
| Next Level Private LLC | 0.24% | Add +4.8% | 52,221 | $1.2M |
| Atlas Wealth LLC | 0.19% | Add +15.4% | 51,686 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +20.1% | 48,485 | $1.1M |
| Maia Wealth LLC | 0.15% | Add +0.3% | 43,506 | $1.0M |
| Capital Analysts, LLC | 0.02% | Add +30.0% | 43,440 | $1.0M |
| 1776 Wealth LLC | 0.35% | Add +5.4% | 42,871 | $990K |
| &partners | 0.00% | New | 41,531 | $957K |
| Sanctuary Advisors, LLC | 0.00% | Add +51.6% | 40,899 | $944K |
| Ameriprise Financial Inc. | 0.00% | New | 37,825 | $873K |
| Summit Financial, LLC | 0.01% | Add +7.3% | 37,776 | $872K |
| TrueWealth Advisors, LLC | 0.19% | Add +2.8% | 36,760 | $849K |
| HighTower Advisors, LLC | 0.00% | Add +16.8% | 36,012 | $832K |
| Ameritas Advisory Services, LLC | 0.02% | New | 35,872 | $828K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -0.5% | 30,288 | $699K |
| Kovack Advisors, Inc. | 0.03% | Reduce -25.1% | 29,763 | $689K |
| Uniting Wealth Partners, LLC | 0.14% | New | 29,773 | $687K |
| TKG Advisors, LLC | 0.23% | Add +14.3% | 28,602 | $660K |
| Signature Equity Partners, LLC | 0.29% | Add +13.2% | 27,353 | $632K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +10.8% | 25,268 | $583K |
| Balboa Wealth Partners | 0.08% | Reduce -23.9% | 24,517 | $566K |
| Brookstone Capital Management | 0.01% | Reduce -12.2% | 23,730 | $548K |
| Schulz Wealth, LTD. | 0.28% | — | 23,700 | $547K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.2% | 23,424 | $541K |
| IHT Wealth Management, LLC | 0.01% | Add +34.2% | 20,461 | $472K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 19,333 | $446K |
| Moors & Cabot, Inc. | 0.02% | New | 19,283 | $445K |
| Triumph Capital Management | 0.08% | Add +22.1% | 19,162 | $442K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -62.4% | 18,848 | $435K |
| Novem Group | 0.04% | Add +66.5% | 17,897 | $413K |
| AE Wealth Management LLC | 0.00% | Add +10.0% | 17,380 | $401K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +16.3% | 16,405 | $379K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 15,492 | $358K |
| Van Diest Capital, LLC | 0.32% | New | 15,243 | $352K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 14,369 | $332K |
| Faithward Advisors, LLC | 0.04% | Add +9.6% | 13,512 | $312K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -19.2% | 13,431 | $310K |
| Kingsview Wealth Management, LLC | 0.00% | New | 13,093 | $302K |
| Langley Wealth Management, LLC | 0.29% | — | 12,829 | $296K |
| MSH Capital Advisors LLC | 0.05% | New | 12,734 | $294K |
| Csenge Advisory Group | 0.01% | New | 11,666 | $269K |
| World Investment Advisors | 0.00% | Add +18.1% | 11,043 | $255K |
| Advyzon Investment Management, LLC | 0.02% | Add +0.8% | 10,943 | $253K |
| Quad-Cities Investment Group, LLC | 0.08% | Add +3.2% | 10,060 | $232K |
| Core Wealth Partners LLC | 0.10% | Reduce -55.3% | 9,761 | $225K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 8,184 | $189K |
| Morgan Stanley | 0.00% | Add +2.0% | 5,544 | $128K |
| Bank of New Hampshire | 0.03% | New | 5,440 | $126K |
| Bullseye Investment Management, LLC | 0.04% | Reduce -36.6% | 3,560 | $82K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.4% | 3,494 | $81K |
| Larson Financial Group LLC | 0.00% | No change | 2,940 | $68K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,450 | $57K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,400 | $55K |
"% of holder's portfolio" is SDVD's weight in each manager's 13F, not the share of FT Vest Smid Rising Dividend the manager owns.