FT Vest Smid Rising Dividend (SDVD)

CUSIP: 33738D820 | NYSE | 161 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AFirst Trust Portfolios L.P.	17,282,648	42.9%	−13,287	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.17,282,648

42.9% of class · Sep 30, 2026

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC1,197,256

0.0% of portfolio$25.8M

Kestra Advisory Services, LLC593,593

0.0% of portfolio$12.8M

Capital Investment Advisors, LLC392,414

0.1% of portfolio$8.5M

Indivisible Partners332,630

0.3% of portfolio$7.2M

Creative Financial Designs Inc245,569

0.2% of portfolio$5.3M

IFP Advisors, Inc229,301

0.1% of portfolio$4.9M

RiverTree Advisors, LLC221,239

2.8% of portfolio$4.8M

Integrity Alliance, Llc.198,467

0.1% of portfolio$4.3M

G&S Capital LLC152,715

1.0% of portfolio$3.3M

Simplicity Wealth,LLC148,397

0.1% of portfolio$3.2M

RFG Advisory, LLC130,501

0.0% of portfolio$2.8M

MTM Investment Management, LLC109,960

0.7% of portfolio$2.4M

Cambridge Investment Research Advisors, Inc.89,834

0.0% of portfolio$1.9M

Cambridge Advisors Inc.84,236

0.3% of portfolio$1.8M

Chiron Capital Management, LLC77,025

1.7% of portfolio$1.7M

International Assets Investment Management, LLC75,839

0.1% of portfolio$1.7M

Trueblood Wealth Management, LLC69,470

0.5% of portfolio$1.5M

Winnacle Wealth LLC67,573

1.0% of portfolio$1.5M

Independent Financial Group, LLC61,338

0.0% of portfolio$1.3M

Next Level Private LLC58,616

0.2% of portfolio$1.3M

Capital Investment Advisory Services, LLC58,570

0.1% of portfolio$1.3M

Vima LLC51,796

1.1% of portfolio$1.1M

Concurrent Investment Advisors, LLC50,893

0.0% of portfolio$1.1M

Signature Equity Partners, LLC47,059

0.4% of portfolio$1.0M

Maia Wealth LLC42,565

0.1% of portfolio$917.7K

TrueWealth Advisors, LLC39,984

0.2% of portfolio$862.1K

Brookstone Capital Management25,756

0.0% of portfolio$555.3K

James T. Borello RIA24,617

0.1% of portfolio$530.7K

Balboa Wealth Partners24,080

0.1% of portfolio$519.2K

Schulz Wealth, Ltd.23,700

0.2% of portfolio$511.0K

MSH Capital Advisors LLC22,831

0.1% of portfolio$492.2K

TKG Advisors, LLC22,734

0.2% of portfolio$490.1K

Csenge Advisory Group22,253

0.0% of portfolio$479.8K

Wealth Enhancement Advisory Services, LLC21,464

0.0% of portfolio$471.4K

Triumph Capital Management19,536

0.1% of portfolio$421.2K

Kestra Private Wealth Services, LLC19,500

0.0% of portfolio$420.4K

B. Riley Wealth Advisors, Inc.18,931

0.0% of portfolio$408.2K

Novem Group18,049

0.0% of portfolio$389.1K

Farther Finance Advisors, LLC14,950

0.0% of portfolio$322.3K

Langley Wealth Management, LLC12,799

0.3% of portfolio$275.9K

Koshinski Asset Management, Inc.11,184

0.0% of portfolio$241.1K

Wedbush Securities Inc11,091

0.0% of portfolio$239.0K

Quad-Cities Investment Group, LLC10,248

0.1% of portfolio$221.0K

Hixon Zuercher, LLC9,328

0.1% of portfolio$201.1K

Bank of New Hampshire5,440

0.0% of portfolio$117.3K

Wagner Wealth Management, LLC3,518

0.0% of portfolio$75.9K

Lanark Financial, Inc.2,889

0.0% of portfolio$62.3K

Trust Co of Vermont2,356

0.0% of portfolio$50.8K

Blue Trust, Inc.1,381

0.0% of portfolio$29.8K

Pinnacle Wealth Planning Services, Inc.302

0.0% of portfolio$6.5K

SBI Securities Co., Ltd.28

0.0% of portfolio$604

Dhjj Financial Advisors, Ltd.20

0.0% of portfolio$432

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	1,197,256	$25.8M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Kestra Advisory Services, LLC	593,593	$12.8M	0.0%	Core	Low	Austin, TX	2026-11-02
Capital Investment Advisors, LLC	392,414	$8.5M	0.1%	Core	Low	Atlanta, GA	2026-10-22
Indivisible Partners	332,630	$7.2M	0.3%	Growth	Medium	Clearwater, FL	2026-10-26
Creative Financial Designs Inc	245,569	$5.3M	0.2%	ETF	Medium	Kokomo, IN	2026-11-04
IFP Advisors, Inc	229,301	$4.9M	0.1%	Growth	Low	Tampa, FL	2026-10-16
RiverTree Advisors, LLC	221,239	$4.8M	2.8%	ETF	Medium	Winter Park, FL	2026-10-13
Integrity Alliance, Llc.	198,467	$4.3M	0.1%	ETF	Medium	Urbandale, IA	2026-10-29
G&S Capital LLC	152,715	$3.3M	1.0%	Core	Medium	Denver, CO	2026-10-23
Simplicity Wealth,LLC	148,397	$3.2M	0.1%	ETF	Low	Summit, NJ	2026-10-23
RFG Advisory, LLC	130,501	$2.8M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
MTM Investment Management, LLC	109,960	$2.4M	0.7%	Core	Very Low	Spartanburg, SC	2026-10-30
Cambridge Investment Research Advisors, Inc.	89,834	$1.9M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Cambridge Advisors Inc.	84,236	$1.8M	0.3%	ETF	Very Low	Omaha, NE	2026-10-19
Chiron Capital Management, LLC	77,025	$1.7M	1.7%	Yield	Medium	Tallahassee, FL	2026-10-15
International Assets Investment Management, LLC	75,839	$1.7M	0.1%	Core	Very High	Orlando, FL	2026-11-02
Trueblood Wealth Management, LLC	69,470	$1.5M	0.5%	Core	Low	Lima, OH	2026-10-23
Winnacle Wealth LLC	67,573	$1.5M	1.0%	Core	Medium	Waco, TX	2026-10-15
Independent Financial Group, LLC	61,338	$1.3M	0.0%	Growth	Low	San Diego, CA	2026-10-13
Next Level Private LLC	58,616	$1.3M	0.2%	Core	Very Low	Harrison, NY	2026-10-20
Capital Investment Advisory Services, LLC	58,570	$1.3M	0.1%	Core	Medium	Raleigh, NC	2026-10-30
Vima LLC	51,796	$1.1M	1.1%	Core	Low	Troy, MI	2026-10-23
Concurrent Investment Advisors, LLC	50,893	$1.1M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Signature Equity Partners, LLC	47,059	$1.0M	0.4%	Growth	Medium	Columbus, OH	2026-10-29
Maia Wealth LLC	42,565	$917.7K	0.1%	ETF	Medium	Denver, CO	2026-10-19
TrueWealth Advisors, LLC	39,984	$862.1K	0.2%	ETF	Medium	Birmingham, AL	2026-10-09
Brookstone Capital Management	25,756	$555.3K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
James T. Borello RIA	24,617	$530.7K	0.1%	ETF	Very Low	East Dundee, IL	2026-10-16
Balboa Wealth Partners	24,080	$519.2K	0.1%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Schulz Wealth, Ltd.	23,700	$511.0K	0.2%	ETF	Very Low	Mansfield, TX	2026-11-03
MSH Capital Advisors LLC	22,831	$492.2K	0.1%	Core	Low	Scottsdale, AZ	2026-11-03
TKG Advisors, LLC	22,734	$490.1K	0.2%	Momentum	Medium	Valparaiso, IN	2026-11-02
Csenge Advisory Group	22,253	$479.8K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Wealth Enhancement Advisory Services, LLC	21,464	$471.4K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Triumph Capital Management	19,536	$421.2K	0.1%	ETF	Medium	Denver, CO	2026-10-14
Kestra Private Wealth Services, LLC	19,500	$420.4K	0.0%	Growth	Low	Austin, TX	2026-10-30
B. Riley Wealth Advisors, Inc.	18,931	$408.2K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Novem Group	18,049	$389.1K	0.0%	ETF	Medium	Rochester, NY	2026-10-19
Farther Finance Advisors, LLC	14,950	$322.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Langley Wealth Management, LLC	12,799	$275.9K	0.3%	Core	N/A	Corinth, MS	2026-11-04
Koshinski Asset Management, Inc.	11,184	$241.1K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Wedbush Securities Inc	11,091	$239.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
Quad-Cities Investment Group, LLC	10,248	$221.0K	0.1%	Core	Low	Davenport, IA	2026-10-16
Hixon Zuercher, LLC	9,328	$201.1K	0.1%	Core	Medium	Findlay, OH	2026-10-13
Bank of New Hampshire	5,440	$117.3K	0.0%	Core	Low	Laconia, NH	2026-10-06
Wagner Wealth Management, LLC	3,518	$75.9K	0.0%	ETF	Low	Greenville, SC	2026-10-21
Lanark Financial, Inc.	2,889	$62.3K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Trust Co of Vermont	2,356	$50.8K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Blue Trust, Inc.	1,381	$29.8K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Pinnacle Wealth Planning Services, Inc.	302	$6.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
SBI Securities Co., Ltd.	28	$604	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Dhjj Financial Advisors, Ltd.	20	$432	0.0%	ETF	Very Low	Naperville, IL	2026-10-23