FT Vest Smid Rising DividendSDVDETF
13F holders, Q2 2024 (June 30)47holders +14
15new positions
2sold out
$20.83avg. 13F price*
At the end of Q2 2024, 47 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 14 from Q1 2024. 15 opened new positions and 2 sold out. The largest holders were Truist Financial Corp. ($13.9M), Envestnet Asset Management Inc. ($13.6M) and Second Half Financial Partners, LLC ($9.2M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q2 2024)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $10.0M |
| Exits | 2 | $529K |
All 13F filers, Q1 2024 → Q2 2024: 1,276,449 shares bought and 628,001 shares sold, net +648,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Truist Financial Corp. | 0.02% | Add +12.1% | 667,280 | $13.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.0% | 651,538 | $13.6M |
| Second Half Financial Partners, LLC | 7.34% | Add +65.7% | 440,824 | $9.2M |
| Stephens Inc. | 0.13% | Reduce -5.0% | 403,630 | $8.4M |
| Stifel Financial Corp. | 0.01% | New | 280,690 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +48.3% | 246,609 | $5.1M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Reduce -4.0% | 220,937 | $4.6M |
| Bullseye Investment Management, LLC | 2.83% | Add +17.0% | 194,925 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +11.0% | 193,734 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.6% | 163,708 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +502.1% | 142,188 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +42.8% | 85,838 | $1.8M |
| G&S Capital LLC | 0.69% | Add +129.1% | 73,594 | $1.6M |
| Chiron Capital Management, LLC | 1.47% | Add +12.0% | 73,870 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +29.0% | 72,355 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.74% | Add +33.5% | 70,544 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +32.5% | 63,063 | $1.3M |
| MTM Investment Management, LLC | 0.47% | Add +62.8% | 55,000 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 49,941 | $1.0M |
| Ergawealth Advisors, Inc. | 0.47% | Add +190.2% | 41,801 | $870K |
| LPL Financial LLC | 0.00% | Add +232.9% | 39,521 | $822K |
| Garden State Investment Advisory Services LLC | 0.25% | Add +88.2% | 34,955 | $727K |
| Next Level Private LLC | 0.32% | New | 33,402 | $695K |
| Cedrus LLC | 0.33% | Add +18.6% | 31,859 | $663K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -68.1% | 23,727 | $494K |
| Schulz Wealth, LTD. | 0.42% | No change | 23,700 | $493K |
| Vima LLC | 0.98% | New | 21,332 | $444K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.7% | 20,584 | $428K |
| IFP Advisors, Inc | 0.01% | Add +10.0% | 17,394 | $362K |
| TrueWealth Advisors, LLC | 0.13% | New | 17,016 | $354K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +25.5% | 15,783 | $328K |
| SteelPeak Wealth, LLC | 0.01% | New | 14,350 | $299K |
| Atria Investments, Inc | 0.00% | New | 14,313 | $298K |
| Jane Street Group, LLC | 0.00% | Reduce -85.6% | 12,546 | $261K |
| Trueblood Wealth Management, LLC | 0.14% | Add +2.0% | 11,991 | $249K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 11,978 | $249K |
| TKG Advisors, LLC | 0.13% | New | 11,361 | $236K |
| Ameritas Advisory Services, LLC | 0.01% | New | 11,070 | $230K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 11,006 | $229K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,884 | $228K |
| Cetera Investment Advisers | 0.00% | New | 9,891 | $206K |
| International Assets Investment Management, LLC | 0.01% | New | 5,300 | $110K |
| Harbour Investments, Inc. | 0.00% | No change | 1,760 | $37K |
| Luken Investment Analytics, LLC | 0.01% | Reduce -99.9% | 514 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 375 | $8K |
| Principal Securities, Inc. | 0.00% | New | 159 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $26 |
"% 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.