FT Vest Smid Rising DividendSDVD ETF 13F holders, Q1 2024 (March 31) 33 holders
$22.01 avg. 13F price*
At the end of Q1 2024 , 33 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings. The largest holders were Truist Financial Corp. ($13.1M), Envestnet Asset Management Inc. ($12.9M) and Luken Investment Analytics, LLC ($9.7M).
Company FT Vest Smid Rising Dividend
Filed as FIRST TR EXCH TRADED FD III (Q1 2024)
CUSIP 33738D820
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 21 $33.7M Exits 1 $11K
Ownership 33 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Truist Financial Corp. 0.02% Add +13.1% 595,030 $13.1M Envestnet Asset Management Inc. 0.00% Add +12.0% 587,109 $12.9M Luken Investment Analytics, LLC 4.91% New 441,797 $9.7M Stephens Inc. 0.14% Add +1002.3% 424,730 $9.3M Second Half Financial Partners, LLC 2.60% New 266,101 $5.9M U.S. Capital Wealth Advisors, LLC 0.20% New 230,202 $5.1M Osaic Holdings, Inc. 0.01% Add +658.1% 174,491 $3.8M Bullseye Investment Management, LLC 2.24% Add +10.3% 166,557 $3.7M Commonwealth Equity Services, LLC 0.01% Add +753.7% 166,314 $3.7M Raymond James Financial Services Advisors, Inc. 0.01% New 153,530 $3.4M Jane Street Group, LLC 0.00% New 87,181 $1.9M Kestra Advisory Services, LLC 0.01% Reduce -18.9% 74,297 $1.6M Chiron Capital Management, LLC 1.32% New 65,968 $1.5M Prospera Financial Services Inc 0.04% Add +17.0% 60,107 $1.3M Janney Montgomery Scott LLC 0.00% New 56,105 $1.2M Stonebridge Financial Planning Group, LLC 0.61% Add +191.4% 52,826 $1.2M Cambridge Investment Research Advisors, Inc. 0.00% Add +214.2% 47,588 $1.0M MTM Investment Management, LLC 0.31% New 33,780 $743K G&S Capital LLC 0.32% Add +14.5% 32,119 $707K Susquehanna International Group, LLP 0.00% New 27,714 $610K Cedrus LLC 0.32% Add +61.2% 26,863 $591K Schulz Wealth, LTD. 0.45% New 23,700 $522K Royal Bank of Canada 0.00% New 23,616 $520K Garden State Investment Advisory Services LLC 0.15% New 18,575 $406K IFP Advisors, Inc 0.02% New 15,807 $348K CreativeOne Wealth, LLC 0.01% New 14,798 $326K Ergawealth Advisors, Inc. 0.17% New 14,406 $317K Benjamin F. Edwards & Company, Inc. 0.01% New 12,580 $277K LPL Financial LLC 0.00% New 11,873 $261K Trueblood Wealth Management, LLC 0.15% New 11,759 $259K OneDigital Investment Advisors LLC 0.00% New 11,006 $242K Old Mission Capital LLC 0.01% New 9,220 $203K Harbour Investments, Inc. 0.00% New 1,760 $39K
"% 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.