FT Vest Smid Rising DividendSDVDETF
13F holders, Q1 2025 (March 31)82holders +14
19new positions
5sold out
$19.78avg. 13F price*
At the end of Q1 2025, 82 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 14 from Q4 2024. 19 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($22.8M), Commonwealth Equity Services, LLC ($20.9M) and Steward Partners Investment Advisory, LLC ($17.8M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q1 2025)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $26.1M |
| Exits | 5 | $14.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,554,629 shares bought and 889,223 shares sold, net +2,665,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Raymond James Financial Inc. | 0.01% | Add +96.1% | 1,140,065 | $22.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +61.1% | 1,045,626 | $20.9M |
| Steward Partners Investment Advisory, LLC | 0.16% | New | 889,276 | $17.8M |
| Royal Bank of Canada | 0.00% | Add +17.2% | 725,491 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +115.6% | 655,981 | $13.1M |
| Stephens Inc. | 0.17% | Add +4.2% | 578,655 | $11.6M |
| Capital Investment Advisors, LLC | 0.15% | Add +193.5% | 381,627 | $7.6M |
| Osaic Holdings, Inc. | 0.02% | Add +6.7% | 380,356 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +29.2% | 300,641 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.2% | 298,033 | $6.0M |
| Bullseye Investment Management, LLC | 3.34% | Add +3.6% | 262,066 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +30.5% | 207,205 | $4.1M |
| Snowden Capital Advisors LLC | 0.13% | Add +11.4% | 201,724 | $4.0M |
| &partners | 0.03% | Add +12.6% | 133,500 | $2.7M |
| Ergawealth Advisors, Inc. | 1.26% | Add +24.1% | 127,713 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 1.14% | Add +24.1% | 124,711 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +30.6% | 122,318 | $2.4M |
| Prospera Financial Services Inc | 0.06% | Add +16.3% | 121,824 | $2.4M |
| G&S Capital LLC | 0.99% | Add +10.2% | 116,328 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.1% | 103,693 | $2.1M |
| RiverTree Advisors, LLC | 1.36% | New | 101,569 | $2.0M |
| Chiron Capital Management, LLC | 1.63% | Add +6.0% | 89,931 | $1.8M |
| LPL Financial LLC | 0.00% | Add +216.6% | 89,540 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +14.1% | 79,202 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 73,396 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +10.5% | 68,357 | $1.4M |
| MTM Investment Management, LLC | 0.50% | Add +0.2% | 65,055 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +93.8% | 63,848 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | No change | 55,270 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | New | 52,067 | $1.0M |
| Maia Wealth LLC | 0.23% | Add +6.1% | 53,979 | $1.0M |
| StoneX Group Inc. | 0.05% | Add +4.6% | 47,071 | $940K |
| Garden State Investment Advisory Services LLC | 0.30% | Reduce -0.7% | 46,221 | $923K |
| Arax Advisory Partners | 0.06% | Add +7.9% | 42,943 | $858K |
| Truist Financial Corp. | 0.00% | Reduce -23.0% | 41,201 | $823K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -11.3% | 39,672 | $792K |
| Winnacle Wealth LLC | 0.67% | New | 36,231 | $724K |
| International Assets Investment Management, LLC | 0.06% | Add +32.5% | 35,892 | $717K |
| Whipplewood Advisors, LLC | 0.34% | Add +330.6% | 121,257 | $574K |
| TrueWealth Advisors, LLC | 0.19% | Add +12.7% | 28,735 | $574K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +46.1% | 28,043 | $560K |
| AE Wealth Management LLC | 0.00% | Add +9.2% | 26,968 | $539K |
| Next Level Private LLC | 0.19% | Reduce -49.0% | 25,660 | $512K |
| Sanctuary Advisors, LLC | 0.00% | Add +18.6% | 25,551 | $510K |
| Silver Oak Securities, Incorporated | 0.05% | Add +3.5% | 25,067 | $498K |
| Schulz Wealth, LTD. | 0.36% | No change | 23,700 | $473K |
| CreativeOne Wealth, LLC | 0.01% | Add +11.7% | 22,156 | $442K |
| MML Investors Services, LLC | 0.00% | New | 21,917 | $438K |
| Trueblood Wealth Management, LLC | 0.20% | Add +5.7% | 21,808 | $436K |
| Cambridge Advisors Inc. | 0.09% | New | 21,128 | $422K |
| Jane Street Group, LLC | 0.00% | Reduce -75.8% | 21,102 | $421K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 19,635 | $392K |
| Faithward Advisors, LLC | 0.07% | Add +8.5% | 19,287 | $385K |
| Core Wealth Partners LLC | 0.22% | New | 20,196 | $384K |
| Independent Financial Group, LLC | 0.01% | New | 17,846 | $356K |
| Atria Investments, Inc | 0.00% | Add +10.1% | 17,588 | $351K |
| Virtue Capital Management, LLC | 0.04% | New | 17,598 | $351K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 17,519 | $350K |
| Benjamin Edwards Inc. | 0.00% | Add +0.5% | 16,928 | $338K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -28.2% | 16,789 | $335K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +25.4% | 14,447 | $289K |
| Capital Analysts, LLC | 0.01% | Add +17.5% | 14,249 | $285K |
| TKG Advisors, LLC | 0.14% | Reduce -2.7% | 14,264 | $285K |
| Independent Wealth Network Inc. | 0.10% | Reduce -2.6% | 12,813 | $256K |
| Synovus Financial Corp. | 0.00% | New | 12,761 | $255K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -88.8% | 11,941 | $238K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 11,334 | $226K |
| Advisory Services Network, LLC | 0.00% | Add +13.6% | 11,331 | $226K |
| L.M. Kohn & Company | 0.06% | New | 11,145 | $223K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 11,105 | $222K |
| Balboa Wealth Partners | 0.05% | New | 10,450 | $209K |
| Luken Investment Analytics, LLC | 0.08% | New | 8,059 | $161K |
| Morgan Stanley | 0.00% | Add +2.2% | 4,969 | $99K |
| Catherine Avery Investment Management LLC | 0.07% | New | 4,124 | $82K |
| Lanark Financial, Inc. | 0.00% | — | 2,217 | $44K |
| SBI Securities Co., Ltd. | 0.00% | Add +1015.7% | 1,350 | $27K |
| Pacifica Partners Inc. | 0.01% | No change | 880 | $17K |
| Comerica Bank | 0.00% | New | 496 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 346 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 20 | $400 |
| Wells Fargo & Company | 0.00% | New | 1 | $21 |
"% 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.