FT Vest Smid Rising DividendSDVDETF
13F holders, Q4 2024 (December 31)68holders +16
15new positions
0sold out
$21.53avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 16 from Q3 2024. 15 opened new positions and 0 sold out. The largest holders were Commonwealth Equity Services, LLC ($14.0M), Royal Bank of Canada ($13.3M) and Raymond James Financial Inc. ($12.5M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q4 2024)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $12.0M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 2,287,609 shares bought and 52,182 shares sold, net +2,235,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Commonwealth Equity Services, LLC | 0.02% | Add +38.8% | 648,939 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +66.0% | 619,107 | $13.3M |
| Raymond James Financial Inc. | 0.00% | — | 581,473 | $12.5M |
| Stephens Inc. | 0.17% | Add +18.4% | 555,261 | $11.9M |
| Second Half Financial Partners, LLC | 4.55% | Add +1.4% | 432,623 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Add +28.2% | 356,433 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +780.0% | 314,481 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 304,289 | $6.5M |
| Bullseye Investment Management, LLC | 3.77% | Add +23.4% | 252,912 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +973.9% | 232,749 | $5.0M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -4.3% | 195,837 | $4.2M |
| Snowden Capital Advisors LLC | 0.12% | Add +76.1% | 181,061 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +291.1% | 158,777 | $3.4M |
| Capital Investment Advisors, LLC | 0.06% | New | 130,013 | $2.8M |
| &partners | 0.03% | New | 118,576 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +870.8% | 106,850 | $2.3M |
| G&S Capital LLC | 0.94% | Add +9.8% | 105,599 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Add +7.4% | 104,785 | $2.3M |
| Ergawealth Advisors, Inc. | 1.09% | Add +36.1% | 102,902 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 0.97% | Add +29.0% | 100,526 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -27.1% | 95,020 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.7% | 93,631 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 87,081 | $1.9M |
| Chiron Capital Management, LLC | 1.72% | Add +1.2% | 84,805 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Reduce -4.5% | 69,444 | $1.5M |
| MTM Investment Management, LLC | 0.54% | Add +7.3% | 64,935 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +104.1% | 61,883 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | Add +140.0% | 55,270 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +29.6% | 53,535 | $1.2M |
| Maia Wealth LLC | 0.24% | Add +202.6% | 50,867 | $1.1M |
| Next Level Private LLC | 0.44% | Add +38.1% | 50,275 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.31% | Add +8.2% | 46,526 | $1.0M |
| StoneX Group Inc. | 0.05% | Add +107.6% | 44,991 | $968K |
| Cary Street Partners Financial LLC | 0.03% | — | 44,725 | $962K |
| Arax Advisory Partners | 0.05% | New | 39,789 | $856K |
| First Trust Advisors LP | 0.00% | New | 32,946 | $709K |
| LPL Financial LLC | 0.00% | Add +129.3% | 28,286 | $609K |
| Whipplewood Advisors, LLC | 0.34% | — | 28,163 | $606K |
| International Assets Investment Management, LLC | 0.05% | New | 27,090 | $581K |
| TrueWealth Advisors, LLC | 0.18% | Add +15.9% | 25,489 | $548K |
| AE Wealth Management LLC | 0.00% | New | 24,695 | $531K |
| Silver Oak Securities, Incorporated | 0.05% | Add +34.0% | 24,219 | $519K |
| Schulz Wealth, LTD. | 0.39% | No change | 23,700 | $510K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +57.2% | 23,381 | $503K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.7% | 21,547 | $486K |
| Trueblood Wealth Management, LLC | 0.22% | Add +16.1% | 20,626 | $444K |
| CreativeOne Wealth, LLC | 0.01% | Add +26.2% | 19,839 | $427K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +35.8% | 19,635 | $422K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +82.0% | 19,193 | $413K |
| Faithward Advisors, LLC | 0.07% | New | 17,781 | $383K |
| HighTower Advisors, LLC | 0.00% | New | 17,508 | $377K |
| Benjamin Edwards Inc. | 0.01% | Add +0.7% | 16,845 | $362K |
| SteelPeak Wealth, LLC | 0.01% | Add +3.7% | 16,750 | $360K |
| Old Mission Capital LLC | 0.01% | New | 16,660 | $358K |
| Atria Investments, Inc | 0.00% | Reduce -23.1% | 15,975 | $344K |
| TKG Advisors, LLC | 0.15% | Add +1.9% | 14,657 | $329K |
| Independent Wealth Network Inc. | 0.12% | Add +44.8% | 13,161 | $283K |
| Capital Analysts, LLC | 0.01% | New | 12,130 | $261K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 11,519 | $248K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 11,105 | $239K |
| Advisory Services Network, LLC | 0.00% | New | 9,977 | $215K |
| Morgan Stanley | 0.00% | Add +2.2% | 4,864 | $105K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,137 | $94K |
| Pacifica Partners Inc. | 0.01% | No change | 880 | $19K |
| Kestra Investment Management, LLC | 0.00% | New | 377 | $8K |
| Principal Securities, Inc. | 0.00% | Add +117.6% | 346 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 121 | $3K |
"% 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.