First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)

Historical Holders from Q3 2023 to Q3 2025

Symbol
SDVD
CUSIP
33738D820
Type / Class
Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
Shares outstanding
29.4M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
11.4M
Holdings value
$243M
% of all portfolios
0.002%
Grand Portfolio weight change
+0%
Number of holders
81
Number of buys
56
Number of sells
-30
Average Value change %
+0%
Average buys %
+0.001%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 45.34% +13% $294M $76.1M 13.3M +34.9% First Trust Portfolios L.P. Sep 30, 2025
TRUIST FINANCIAL CORP 0% $167K 8.07K TRUIST FINANCIAL CORP Jun 30, 2025

Institutional Holders of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 11.4M $243M +$30.3M $21.62 81
2025 Q2 10.2M $209M +$10.9M $20.51 83
2025 Q1 9.69M $192M +$49.8M $19.97 80
2024 Q4 7.02M $151M +$47.1M $21.52 69
2024 Q3 4.44M $98.3M -$2.86M $22.06 52
2024 Q2 4.6M $95.8M +$13.5M $20.81 47
2024 Q1 3.94M $86.7M +$53.6M $22.01 33
2023 Q4 1.5M $30.6M +$28.1M $21.09 14
2023 Q3 123K $2.29M +$2.29M $18.58 3