FT Vest Smid Rising DividendSDVDETF
13F holders, Q3 2025 (September 30)85holders −1
12new positions
12sold out
$21.58avg. 13F price*
At the end of Q3 2025, 85 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, down 1 from Q2 2025. 12 opened new positions and 12 sold out. The largest holders were Raymond James Financial Inc. ($22.6M), Steward Partners Investment Advisory, LLC ($20.6M) and Commonwealth Equity Services, LLC ($19.6M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q3 2025)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.1M |
| Exits | 12 | $5.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,477,900 shares bought and 682,302 shares sold, net +795,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Raymond James Financial Inc. | 0.01% | Reduce -5.1% | 1,043,413 | $22.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +8.1% | 954,460 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -17.0% | 908,155 | $19.6M |
| Stifel Financial Corp. | 0.01% | Add +5.9% | 698,614 | $15.1M |
| Stephens Inc. | 0.18% | Add +8.6% | 646,121 | $14.0M |
| LPL Financial LLC | 0.00% | Add +41.6% | 566,649 | $12.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 511,871 | $11.1M |
| Cetera Investment Advisers | 0.01% | Add +27.1% | 422,218 | $9.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +15.1% | 397,382 | $8.6M |
| Capital Investment Advisors, LLC | 0.13% | Reduce -1.9% | 377,046 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.2% | 362,612 | $7.8M |
| Luken Investment Analytics, LLC | 2.97% | New | 351,771 | $7.6M |
| Private Advisor Group, LLC | 0.03% | Add +5.0% | 281,302 | $6.1M |
| Bullseye Investment Management, LLC | 3.34% | No change | 262,066 | $5.2M |
| Snowden Capital Advisors LLC | 0.14% | Add +16.9% | 238,439 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.9% | 179,767 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Add +34.0% | 173,853 | $3.8M |
| RiverTree Advisors, LLC | 2.35% | Reduce -9.5% | 169,417 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +28.8% | 166,184 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +59.8% | 163,263 | $3.5M |
| G&S Capital LLC | 1.00% | Add +4.0% | 125,720 | $2.7M |
| First Trust Advisors LP | 0.00% | Add +14.7% | 124,217 | $2.7M |
| IFP Advisors, Inc | 0.07% | Add +59.3% | 123,327 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 0.91% | Reduce -13.4% | 111,808 | $2.4M |
| MTM Investment Management, LLC | 0.65% | Add +44.7% | 94,705 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Add +9.1% | 94,694 | $2.0M |
| Integrity Alliance, Llc. | 0.09% | Add +40.4% | 91,647 | $2.0M |
| Chiron Capital Management, LLC | 1.67% | Add +1.3% | 90,385 | $2.0M |
| Winnacle Wealth LLC | 1.04% | New | 60,334 | $1.3M |
| Whipplewood Advisors, LLC | 0.83% | Add +2.3% | 58,647 | $1.3M |
| Ameritas Advisory Services, LLC | 0.08% | Add +16.2% | 55,666 | $1.2M |
| Cambridge Advisors Inc. | 0.23% | Add +58.2% | 55,425 | $1.2M |
| International Assets Investment Management, LLC | 0.09% | No change | 54,410 | $1.1M |
| Ergawealth Advisors, Inc. | 0.49% | Reduce -43.3% | 48,603 | $1.1M |
| StoneX Group Inc. | 0.04% | Add +2.4% | 44,877 | $970K |
| Maia Wealth LLC | 0.16% | Reduce -13.2% | 43,653 | $936K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +18.0% | 43,184 | $934K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -3.3% | 40,656 | $879K |
| Jane Street Group, LLC | 0.00% | Reduce -25.8% | 39,962 | $864K |
| 1776 Wealth LLC | 0.32% | Reduce -2.2% | 37,991 | $821K |
| Next Level Private LLC | 0.23% | Add +62.3% | 36,354 | $782K |
| Silver Oak Securities, Incorporated | 0.06% | Add +37.5% | 35,667 | $771K |
| TrueWealth Advisors, LLC | 0.20% | Add +17.5% | 34,651 | $749K |
| RFG Advisory, LLC | 0.01% | New | 33,474 | $724K |
| Trueblood Wealth Management, LLC | 0.26% | Add +33.0% | 31,191 | $674K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +17.6% | 30,482 | $659K |
| Independent Financial Group, LLC | 0.01% | Add +42.2% | 28,943 | $626K |
| Core Wealth Partners LLC | 0.28% | Add +11.5% | 28,599 | $618K |
| HighTower Advisors, LLC | 0.00% | Add +60.0% | 28,042 | $606K |
| Synovus Financial Corp. | 0.01% | Add +85.6% | 26,824 | $580K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.5% | 26,090 | $564K |
| Cwm, LLC | 0.00% | Add +1185.8% | 25,291 | $547K |
| Schulz Wealth, LTD. | 0.34% | No change | 23,700 | $512K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +15.4% | 23,212 | $502K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +128.8% | 22,920 | $496K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 22,862 | $494K |
| Capital Analysts, LLC | 0.01% | Add +57.8% | 22,615 | $489K |
| Balboa Wealth Partners | 0.08% | Add +12.3% | 20,777 | $449K |
| Faithward Advisors, LLC | 0.06% | Reduce -7.5% | 18,319 | $396K |
| AE Wealth Management LLC | 0.00% | Reduce -19.2% | 16,993 | $367K |
| TKG Advisors, LLC | 0.16% | Add +1.6% | 16,947 | $366K |
| Advisory Services Network, LLC | 0.00% | Add +6.0% | 15,028 | $325K |
| Atria Investments, Inc | 0.00% | Reduce -9.8% | 14,947 | $323K |
| Integrated Wealth Concepts LLC | 0.00% | Add +49.1% | 14,679 | $317K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 14,591 | $315K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 14,305 | $309K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,421 | $287K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 12,346 | $267K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -50.0% | 11,220 | $243K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 9,977 | $216K |
| Triumph Capital Management | 0.06% | New | 9,949 | $215K |
| Atlas Wealth LLC | 0.09% | New | 9,494 | $205K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,439 | $190K |
| NewEdge Advisors, LLC | 0.00% | Add +18.1% | 7,004 | $151K |
| Morgan Stanley | 0.00% | Add +2.8% | 5,217 | $113K |
| Principal Securities, Inc. | 0.00% | Reduce -1.1% | 3,845 | $83K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,750 | $59K |
| Lanark Financial, Inc. | 0.00% | No change | 2,364 | $51K |
| Catherine Avery Investment Management LLC | 0.03% | No change | 2,163 | $47K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 1,200 | $26K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.3% | 1,093 | $24K |
| Bank of America Corp. | 0.00% | New | 536 | $12K |
| Comerica Bank | 0.00% | No change | 496 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 350 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $433 |
"% 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.