FT Vest Smid Rising DividendSDVDETF
13F holders, Q1 2026 (March 31)106holders +8
12new positions
4sold out
1famous investor
$21.53avg. 13F price*
At the end of Q1 2026, 106 institutions reported holding FT Vest Smid Rising Dividend (SDVD) in their 13F filings, up 8 from Q4 2025. 12 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($27.5M), Steward Partners Investment Advisory, LLC ($26.2M) and Commonwealth Equity Services, LLC ($24.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest Smid Rising Dividend
- Filed as
- FIRST TR EXCH TRADED FD III (Q1 2026)
- CUSIP
- 33738D820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $15.2M |
| Exits | 4 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 3,268,682 shares bought and 840,975 shares sold, net +2,427,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| LPL Financial LLC | 0.01% | Add +63.6% | 1,266,325 | $27.5M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +23.4% | 1,208,843 | $26.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.8% | 1,118,015 | $24.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.2% | 1,062,862 | $23.1M |
| Stifel Financial Corp. | 0.02% | Add +67.0% | 889,283 | $19.3M |
| Cetera Investment Advisers | 0.02% | Add +38.8% | 701,260 | $15.2M |
| Stephens Inc. | 0.18% | Add +1.7% | 660,624 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +22.8% | 593,903 | $12.9M |
| Wealthspire Retirement, LLC | 0.69% | New | 645,000 | $11.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +20.5% | 522,516 | $11.3M |
| Osaic Holdings, Inc. | 0.01% | Add +20.3% | 395,318 | $8.6M |
| Capital Investment Advisors, LLC | 0.12% | Add +3.1% | 388,329 | $8.4M |
| Z3 Capital Partners, LLC | 1.89% | Add +4.1% | 343,803 | $7.5M |
| Indivisible Partners | 0.61% | Add +69.3% | 318,807 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.6% | 288,592 | $6.3M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -17.4% | 253,090 | $5.5M |
| Creative Financial Designs Inc. | 0.32% | Add +4.0% | 244,017 | $5.3M |
| Harbour Investments, Inc. | 0.07% | Add +120.3% | 213,703 | $4.6M |
| G&S Capital LLC | 1.37% | Add +7.3% | 179,779 | $3.9M |
| RiverTree Advisors, LLC | 2.45% | Add +7.3% | 178,486 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 176,505 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.0% | 161,425 | $3.5M |
| IFP Advisors, Inc | 0.07% | Add +38.5% | 152,918 | $3.3M |
| Advisory Advocates, LLC | 3.33% | Add +5.0% | 150,316 | $3.3M |
| Integrity Alliance, Llc. | 0.10% | Add +19.2% | 126,684 | $2.7M |
| First Trust Advisors LP | 0.00% | Reduce -13.3% | 125,305 | $2.7M |
| MTM Investment Management, LLC | 0.75% | Add +11.1% | 108,540 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 0.77% | Reduce -4.9% | 96,819 | $2.1M |
| Delta Investment Management, LLC | 0.36% | Add +13.0% | 91,646 | $2.0M |
| Chiron Capital Management, LLC | 1.83% | — | 82,448 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +136.5% | 80,904 | $1.8M |
| Cwm, LLC | 0.00% | Add +76.0% | 78,587 | $1.7M |
| Elevation Advisory Partners LLC | 1.53% | — | 73,138 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +63.9% | 69,137 | $1.5M |
| Arax Advisory Partners | 0.04% | Add +10.0% | 66,237 | $1.4M |
| International Assets Investment Management, LLC | 0.10% | Add +6.4% | 64,611 | $1.4M |
| Cambridge Advisors Inc. | 0.26% | Add +7.0% | 62,897 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +62.7% | 60,008 | $1.3M |
| Whipplewood Advisors, LLC | 0.66% | Reduce -0.0% | 58,986 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +11.7% | 57,461 | $1.2M |
| Trueblood Wealth Management, LLC | 0.48% | Add +17.5% | 56,096 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +15.3% | 54,622 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Add +37.7% | 51,169 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +89.6% | 50,059 | $1.1M |
| Next Level Private LLC | 0.24% | Add +5.0% | 49,819 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +15.4% | 48,638 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | New | 48,592 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +83.2% | 48,519 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.2% | 48,148 | $1.0M |
| Winnacle Wealth LLC | 0.79% | Reduce -0.5% | 47,170 | $1.0M |
| Atlas Wealth LLC | 0.39% | Add +78.8% | 44,800 | $972K |
| Maia Wealth LLC | 0.16% | Add +7.6% | 43,356 | $941K |
| Citadel Advisors | 0.00% | New | 41,908 | $909K |
| 1776 Wealth LLC | 0.35% | Reduce -3.0% | 40,690 | $883K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +59.2% | 40,369 | $876K |
| Kovack Advisors, Inc. | 0.05% | Add +7.4% | 39,710 | $869K |
| Old Mission Capital LLC | 0.02% | Add +148.0% | 38,312 | $831K |
| TrueWealth Advisors, LLC | 0.20% | Reduce -1.4% | 35,749 | $776K |
| Summit Financial, LLC | 0.01% | Add +5.4% | 35,212 | $764K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.6% | 33,873 | $735K |
| Capital Analysts, LLC | 0.02% | Add +6.5% | 33,418 | $725K |
| Balboa Wealth Partners | 0.12% | Add +50.6% | 32,216 | $699K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 30,830 | $669K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +1.3% | 30,450 | $661K |
| Brookstone Capital Management | 0.01% | Add +145.3% | 27,019 | $586K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.1% | 26,982 | $586K |
| TKG Advisors, LLC | 0.22% | Add +0.4% | 25,034 | $543K |
| Signature Equity Partners, LLC | 0.28% | Reduce -2.7% | 24,167 | $524K |
| Southern Capital Services Inc. | 0.33% | Reduce -96.0% | 23,560 | $511K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +10.7% | 22,806 | $495K |
| Core Wealth Partners LLC | 0.22% | Reduce -6.3% | 21,828 | $474K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 21,065 | $457K |
| Advisory Services Network, LLC | 0.01% | Add +1.0% | 19,125 | $415K |
| Gateway Wealth Partners, LLC | 0.01% | New | 16,626 | $361K |
| AE Wealth Management LLC | 0.00% | Add +12.5% | 15,794 | $343K |
| Triumph Capital Management | 0.07% | Add +58.8% | 15,696 | $341K |
| OneDigital Investment Advisors LLC | 0.00% | Add +6.2% | 15,492 | $336K |
| IHT Wealth Management, LLC | 0.01% | New | 15,251 | $331K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.4% | 14,105 | $306K |
| StoneX Group Inc. | 0.02% | Reduce -25.8% | 13,865 | $301K |
| Faithward Advisors, LLC | 0.04% | Add +7.3% | 12,328 | $268K |
| Arkadios Wealth Advisors | 0.00% | Add +16.2% | 11,844 | $257K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.6% | 11,163 | $244K |
| Advyzon Investment Management, LLC | 0.02% | New | 10,853 | $236K |
| Novem Group | 0.03% | Add +12.6% | 10,747 | $233K |
| Atria Investments, Inc | 0.00% | Reduce -12.3% | 10,293 | $223K |
| Quad-Cities Investment Group, LLC | 0.08% | New | 9,748 | $212K |
| World Investment Advisors | 0.00% | New | 9,352 | $203K |
| NewEdge Advisors, LLC | 0.00% | Add +4.8% | 8,176 | $177K |
| Bullseye Investment Management, LLC | 0.07% | Reduce -26.0% | 5,613 | $122K |
| Morgan Stanley | 0.00% | Add +2.1% | 5,435 | $118K |
| Sunbelt Securities, Inc. | 0.01% | Add +80.0% | 4,500 | $98K |
| Wagner Wealth Management, LLC | 0.02% | No change | 3,479 | $75K |
| Larson Financial Group LLC | 0.00% | No change | 2,940 | $64K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,450 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 2,400 | $52K |
| Lanark Financial, Inc. | 0.00% | No change | 2,364 | $51K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -13.0% | 409 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 388 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.6% | 378 | $8K |
"% 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.