FT Vest Smid Rising DividendSDVDETF
13F holders, Q2 2025 (June 30)86holders +4
11new positions
6sold out
$20.53avg. 13F price*
At the end of Q2 2025, 86 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 4 from Q1 2025. 11 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($22.6M), Commonwealth Equity Services, LLC ($22.4M) and Steward Partners Investment Advisory, LLC ($18.1M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q2 2025)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.4M |
| Exits | 6 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,336,736 shares bought and 805,798 shares sold, net +530,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Raymond James Financial Inc. | 0.01% | Reduce -3.6% | 1,099,532 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.7% | 1,094,412 | $22.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -0.7% | 882,675 | $18.1M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 659,475 | $13.5M |
| Stephens Inc. | 0.17% | Add +2.8% | 594,988 | $12.2M |
| Royal Bank of Canada | 0.00% | Reduce -27.8% | 523,542 | $10.7M |
| Capital Investment Advisors, LLC | 0.15% | Add +0.7% | 384,187 | $8.3M |
| LPL Financial LLC | 0.00% | Add +347.0% | 400,213 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +1.6% | 386,485 | $7.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +66.7% | 345,367 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +10.4% | 332,060 | $6.8M |
| Private Advisor Group, LLC | 0.03% | New | 267,822 | $5.5M |
| Bullseye Investment Management, LLC | 3.34% | No change | 262,066 | $5.2M |
| Snowden Capital Advisors LLC | 0.12% | Add +1.1% | 204,030 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.8% | 197,333 | $4.0M |
| RiverTree Advisors, LLC | 2.58% | Add +84.3% | 187,158 | $3.8M |
| Prospera Financial Services Inc | 0.05% | Add +6.5% | 129,764 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.11% | Add +3.5% | 129,069 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.5% | 129,019 | $2.6M |
| G&S Capital LLC | 0.98% | Add +3.9% | 120,915 | $2.5M |
| First Trust Advisors LP | 0.00% | Add +69.7% | 108,330 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.4% | 102,193 | $2.1M |
| Chiron Capital Management, LLC | 1.59% | Reduce -0.8% | 89,255 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +9.6% | 86,838 | $1.8M |
| Ergawealth Advisors, Inc. | 0.79% | Reduce -32.8% | 85,775 | $1.8M |
| IFP Advisors, Inc | 0.05% | Add +13.3% | 77,438 | $1.6M |
| Old Mission Capital LLC | 0.04% | New | 66,301 | $1.4M |
| MTM Investment Management, LLC | 0.45% | Add +0.6% | 65,455 | $1.3M |
| Integrity Alliance, Llc. | 0.07% | Add +25.4% | 65,265 | $1.3M |
| Whipplewood Advisors, LLC | 0.65% | Reduce -52.7% | 57,340 | $1.2M |
| International Assets Investment Management, LLC | 0.09% | Add +51.6% | 54,410 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +155.3% | 53,864 | $1.1M |
| Arax Advisory Partners | 0.05% | Add +18.1% | 50,705 | $1.0M |
| Maia Wealth LLC | 0.20% | Reduce -6.9% | 50,268 | $1.0M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -13.3% | 47,894 | $982K |
| StoneX Group Inc. | 0.04% | Reduce -6.9% | 43,809 | $899K |
| Gladstone Institutional Advisory LLC | 0.04% | New | 42,023 | $862K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.3% | 41,631 | $854K |
| Garden State Investment Advisory Services LLC | 0.23% | Reduce -10.9% | 41,185 | $845K |
| 1776 Wealth LLC | 0.33% | New | 38,834 | $796K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +30.5% | 36,606 | $751K |
| Cambridge Advisors Inc. | 0.15% | Add +65.8% | 35,029 | $718K |
| TrueWealth Advisors, LLC | 0.18% | Add +2.7% | 29,500 | $605K |
| Silver Oak Securities, Incorporated | 0.04% | Add +3.5% | 25,943 | $532K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +54.4% | 25,919 | $532K |
| Core Wealth Partners LLC | 0.27% | Add +27.0% | 25,648 | $526K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.4% | 25,453 | $522K |
| Schulz Wealth, LTD. | 0.36% | No change | 23,700 | $486K |
| Trueblood Wealth Management, LLC | 0.20% | Add +7.5% | 23,445 | $481K |
| MML Investors Services, LLC | 0.00% | Add +4.2% | 22,844 | $469K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -43.5% | 22,426 | $460K |
| Next Level Private LLC | 0.15% | Reduce -12.7% | 22,403 | $459K |
| AE Wealth Management LLC | 0.00% | Reduce -22.0% | 21,038 | $431K |
| Independent Financial Group, LLC | 0.01% | Add +14.1% | 20,359 | $418K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +77.5% | 20,116 | $413K |
| Faithward Advisors, LLC | 0.06% | Add +2.7% | 19,807 | $406K |
| Balboa Wealth Partners | 0.08% | Add +77.1% | 18,504 | $380K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 17,531 | $360K |
| TKG Advisors, LLC | 0.15% | Add +17.0% | 16,686 | $342K |
| Atria Investments, Inc | 0.00% | Reduce -5.8% | 16,561 | $340K |
| OneDigital Investment Advisors LLC | 0.00% | Add +22.2% | 14,591 | $299K |
| Synovus Financial Corp. | 0.00% | Add +13.3% | 14,456 | $297K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -35.0% | 14,393 | $295K |
| Advisory Services Network, LLC | 0.00% | Add +25.1% | 14,172 | $295K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 14,334 | $294K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -27.1% | 14,305 | $293K |
| Novem Group | 0.04% | New | 13,901 | $285K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.0% | 13,873 | $285K |
| &partners | 0.00% | Reduce -90.4% | 12,764 | $262K |
| Independent Wealth Network Inc. | 0.09% | Reduce -2.7% | 12,470 | $256K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,016 | $205K |
| L.M. Kohn & Company | 0.06% | Reduce -10.5% | 9,970 | $204K |
| Integrated Wealth Concepts LLC | 0.00% | New | 9,845 | $202K |
| NewEdge Advisors, LLC | 0.00% | New | 5,932 | $122K |
| Morgan Stanley | 0.00% | Add +2.1% | 5,076 | $104K |
| Principal Securities, Inc. | 0.00% | Add +1023.1% | 3,886 | $80K |
| Lanark Financial, Inc. | 0.00% | Add +6.6% | 2,364 | $48K |
| Catherine Avery Investment Management LLC | 0.03% | Reduce -47.5% | 2,163 | $44K |
| Blue Trust, Inc. | 0.00% | New | 2,000 | $41K |
| Cwm, LLC | 0.00% | New | 1,967 | $40K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -20.1% | 1,079 | $22K |
| Pacifica Partners Inc. | 0.01% | No change | 880 | $18K |
| Geneos Wealth Management Inc. | 0.00% | New | 600 | $12K |
| Comerica Bank | 0.00% | No change | 496 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 180 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $411 |
"% 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.