FT Vest Smid Rising DividendSDVDETF
13F holders, Q4 2025 (December 31)98holders +13
16new positions
8sold out
$21.47avg. 13F price*
At the end of Q4 2025, 98 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 13 from Q3 2025. 16 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($24.6M), Steward Partners Investment Advisory, LLC ($21.0M) and Commonwealth Equity Services, LLC ($20.7M).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q4 2025)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.7M |
| Exits | 8 | $6.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,444,501 shares bought and 1,349,536 shares sold, net +94,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Raymond James Financial Inc. | 0.01% | Add +9.8% | 1,145,283 | $24.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +2.6% | 979,309 | $21.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.3% | 965,562 | $20.7M |
| LPL Financial LLC | 0.00% | Add +36.6% | 774,130 | $16.6M |
| Stephens Inc. | 0.17% | Add +0.5% | 649,359 | $13.9M |
| Southern Capital Services Inc. | 8.04% | — | 594,836 | $12.8M |
| Stifel Financial Corp. | 0.01% | Reduce -23.8% | 532,654 | $11.4M |
| Cetera Investment Advisers | 0.01% | Add +19.7% | 505,289 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 483,800 | $10.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +9.1% | 433,613 | $9.3M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -0.1% | 376,530 | $8.1M |
| Z3 Capital Partners, LLC | 1.70% | — | 330,357 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.4% | 328,578 | $7.1M |
| Snowden Capital Advisors LLC | 0.17% | Add +28.5% | 306,442 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +4.3% | 293,408 | $6.3M |
| Creative Financial Designs Inc. | 0.32% | New | 234,521 | $5.0M |
| Indivisible Partners | 0.44% | — | 188,317 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 176,475 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.6% | 175,502 | $3.8M |
| G&S Capital LLC | 1.27% | Add +33.2% | 167,477 | $3.6M |
| RiverTree Advisors, LLC | 2.28% | Reduce -1.8% | 166,366 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +16.3% | 144,449 | $3.1M |
| Advisory Advocates, LLC | 3.06% | — | 143,180 | $3.1M |
| IFP Advisors, Inc | 0.05% | Reduce -10.5% | 110,374 | $2.4M |
| Integrity Alliance, Llc. | 0.08% | Add +16.0% | 106,304 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.79% | Reduce -8.9% | 101,798 | $2.2M |
| MTM Investment Management, LLC | 0.67% | Add +3.2% | 97,705 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Add +2.5% | 97,029 | $2.1M |
| Delta Investment Management, LLC | 0.30% | New | 81,116 | $1.7M |
| International Assets Investment Management, LLC | 0.09% | Add +11.6% | 60,737 | $1.3M |
| Arax Advisory Partners | 0.04% | New | 60,194 | $1.3M |
| Whipplewood Advisors, LLC | 0.81% | Add +0.6% | 59,001 | $1.3M |
| Cambridge Advisors Inc. | 0.24% | Add +6.1% | 58,798 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -68.2% | 51,879 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +77.7% | 51,443 | $1.1M |
| Winnacle Wealth LLC | 0.77% | Reduce -21.4% | 47,409 | $1.0M |
| Trueblood Wealth Management, LLC | 0.40% | Add +53.1% | 47,740 | $1.0M |
| Next Level Private LLC | 0.27% | Add +30.4% | 47,422 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +9.7% | 47,378 | $1.0M |
| Cwm, LLC | 0.00% | Add +76.5% | 44,648 | $958K |
| Maia Wealth LLC | 0.16% | Reduce -7.7% | 40,308 | $933K |
| Susquehanna International Group, LLP | 0.00% | New | 42,650 | $915K |
| RFG Advisory, LLC | 0.02% | Add +26.0% | 42,175 | $905K |
| MML Investors Services, LLC | 0.00% | Add +84.3% | 42,129 | $904K |
| 1776 Wealth LLC | 0.34% | Add +10.4% | 41,937 | $900K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +304.1% | 40,314 | $865K |
| Silver Oak Securities, Incorporated | 0.05% | Add +4.2% | 37,170 | $806K |
| Kovack Advisors, Inc. | 0.04% | New | 36,987 | $794K |
| Jane Street Group, LLC | 0.00% | Reduce -7.7% | 36,883 | $792K |
| TrueWealth Advisors, LLC | 0.20% | Add +4.6% | 36,247 | $778K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -15.9% | 34,208 | $734K |
| Summit Financial, LLC | 0.01% | New | 33,400 | $717K |
| Capital Analysts, LLC | 0.02% | Add +38.8% | 31,379 | $673K |
| HighTower Advisors, LLC | 0.00% | Add +9.9% | 30,818 | $661K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -1.3% | 30,075 | $645K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.3% | 26,690 | $573K |
| Integrated Wealth Concepts LLC | 0.01% | Add +80.4% | 26,479 | $568K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +15.2% | 26,404 | $567K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.3% | 25,360 | $544K |
| Atlas Wealth LLC | 0.21% | Add +163.9% | 25,054 | $538K |
| TKG Advisors, LLC | 0.22% | Add +47.2% | 24,944 | $535K |
| Signature Equity Partners, LLC | 0.29% | — | 24,828 | $533K |
| Schulz Wealth, LTD. | 0.33% | No change | 23,700 | $509K |
| Core Wealth Partners LLC | 0.23% | Reduce -18.6% | 23,288 | $500K |
| Balboa Wealth Partners | 0.08% | Add +2.9% | 21,387 | $459K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 20,609 | $442K |
| Advisory Services Network, LLC | 0.01% | Add +26.0% | 18,942 | $406K |
| StoneX Group Inc. | 0.02% | Reduce -58.3% | 18,694 | $401K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.2% | 17,603 | $390K |
| Old Mission Capital LLC | 0.01% | New | 15,451 | $332K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 14,591 | $313K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 14,305 | $307K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +15.1% | 14,211 | $305K |
| AE Wealth Management LLC | 0.00% | Reduce -17.4% | 14,042 | $301K |
| Atria Investments, Inc | 0.00% | Reduce -21.4% | 11,742 | $252K |
| Faithward Advisors, LLC | 0.04% | Reduce -37.3% | 11,494 | $247K |
| Brookstone Capital Management | 0.00% | New | 11,014 | $236K |
| Arkadios Wealth Advisors | 0.00% | New | 10,190 | $219K |
| Triumph Capital Management | 0.05% | Reduce -0.6% | 9,887 | $212K |
| Novem Group | 0.02% | New | 9,549 | $205K |
| NewEdge Advisors, LLC | 0.00% | Add +11.4% | 7,803 | $167K |
| Bullseye Investment Management, LLC | 0.08% | Reduce -97.1% | 7,581 | $163K |
| Morgan Stanley | 0.00% | Add +2.0% | 5,324 | $114K |
| Wagner Wealth Management, LLC | 0.02% | New | 3,479 | $75K |
| Larson Financial Group LLC | 0.00% | New | 2,940 | $63K |
| Luken Investment Analytics, LLC | 0.02% | Reduce -99.3% | 2,565 | $55K |
| Sunbelt Securities, Inc. | 0.00% | New | 2,500 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.9% | 2,450 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 2,364 | $51K |
| Catherine Avery Investment Management LLC | 0.03% | No change | 2,163 | $46K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,200 | $26K |
| Comerica Bank | 0.00% | No change | 496 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 470 | $10K |
| Russell Investments Group, Ltd. | 0.00% | New | 418 | $9K |
| Sound Income Strategies, LLC | 0.00% | New | 388 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -93.4% | 72 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $430 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $28 |
"% 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.