FT Vest Smid Rising DividendSDVDETF
13F holders, Q3 2024 (September 30)52holders +5
10new positions
5sold out
$22.13avg. 13F price*
At the end of Q3 2024, 52 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 5 from Q2 2024. 10 opened new positions and 5 sold out. The largest holders were Stephens Inc. ($10.3M), Commonwealth Equity Services, LLC ($10.3M) and Second Half Financial Partners, LLC ($9.4M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q3 2024)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.8M |
| Exits | 5 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,247,860 shares bought and 1,388,182 shares sold, net −140,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Stephens Inc. | 0.15% | Add +16.2% | 468,880 | $10.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +89.6% | 467,545 | $10.3M |
| Second Half Financial Partners, LLC | 4.99% | Reduce -3.2% | 426,708 | $9.4M |
| Royal Bank of Canada | 0.00% | Add +162.4% | 373,077 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +5.6% | 296,426 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +43.5% | 278,071 | $6.1M |
| Bullseye Investment Management, LLC | 2.88% | Add +5.1% | 204,926 | $4.8M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Reduce -7.3% | 204,708 | $4.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +18.4% | 193,814 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +106.6% | 130,280 | $2.9M |
| Snowden Capital Advisors LLC | 0.07% | New | 102,808 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Add +13.7% | 97,572 | $2.2M |
| G&S Capital LLC | 0.89% | Add +30.6% | 96,131 | $2.1M |
| Chiron Capital Management, LLC | 1.64% | Add +13.4% | 83,782 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.9% | 83,105 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.82% | Add +10.4% | 77,909 | $1.7M |
| Ergawealth Advisors, Inc. | 0.83% | Add +80.8% | 75,582 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +4030.2% | 72,691 | $1.6M |
| MTM Investment Management, LLC | 0.52% | Add +10.1% | 60,535 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.30% | Add +23.1% | 43,015 | $949K |
| Truist Financial Corp. | 0.00% | Reduce -93.8% | 41,315 | $911K |
| Kestra Advisory Services, LLC | 0.00% | Add +71.1% | 40,602 | $896K |
| Next Level Private LLC | 0.33% | Add +9.0% | 36,400 | $803K |
| Cedrus LLC | 0.29% | Add +12.7% | 35,896 | $792K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -94.5% | 35,737 | $788K |
| Vima LLC | 1.50% | Add +55.6% | 33,183 | $732K |
| IFP Advisors, Inc | 0.02% | Add +74.3% | 30,326 | $669K |
| Schulz Wealth, LTD. | 0.40% | No change | 23,700 | $523K |
| Ameritas Advisory Services, LLC | 0.02% | Add +108.0% | 23,028 | $508K |
| Sanctuary Advisors, LLC | 0.00% | Add +91.0% | 20,787 | $492K |
| TrueWealth Advisors, LLC | 0.16% | Add +29.3% | 21,997 | $485K |
| Cetera Investment Advisers | 0.00% | Add +119.1% | 21,674 | $478K |
| StoneX Group Inc. | 0.03% | New | 21,671 | $478K |
| Atria Investments, Inc | 0.01% | Add +45.2% | 20,779 | $458K |
| Silver Oak Securities, Incorporated | 0.04% | New | 18,071 | $398K |
| Trueblood Wealth Management, LLC | 0.20% | Add +48.1% | 17,765 | $392K |
| Benjamin Edwards Inc. | 0.01% | New | 16,736 | $369K |
| Maia Wealth LLC | 0.09% | New | 16,809 | $368K |
| SteelPeak Wealth, LLC | 0.02% | Add +12.5% | 16,150 | $356K |
| CreativeOne Wealth, LLC | 0.01% | New | 15,723 | $347K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +24.2% | 14,876 | $328K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 14,460 | $319K |
| TKG Advisors, LLC | 0.16% | Add +26.7% | 14,390 | $317K |
| LPL Financial LLC | 0.00% | Reduce -68.8% | 12,335 | $272K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 11,006 | $243K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +2712.8% | 10,548 | $233K |
| Independent Wealth Network Inc. | 0.09% | New | 9,090 | $201K |
| Morgan Stanley | 0.00% | Add +476000.0% | 4,761 | $105K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.0% | 4,137 | $92K |
| CoreCap Advisors, LLC | 0.00% | New | 180 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 159 | $4K |
| Pacifica Partners Inc. | 0.00% | New | 880 | $0 |
"% 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.