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

Historical Holders from Q3 2023 to Q4 2025

Type / Class
Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
Symbol
SDVD
Shares outstanding
29,398,760
Price per share
$21.46
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
11,541,479
Total reported value
$246,418,540
% of total 13F portfolios
0%
Share change
+1,573,601
Value change
+$31,294,106
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
84
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) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 45% +13% $293,779,932 +$76,053,869 13,329,398 +35% First Trust Portfolios L.P. 30 Sep 2025
TRUIST FINANCIAL CORP 0% $167,057 8,066 TRUIST FINANCIAL CORP 30 Jun 2025
As of 30 Sep 2025, First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) has 84 institutional shareholders filing 13F forms. They hold 11,541,479 shares. of 29,398,760 outstanding shares (39%) .

Top 25 institutional shareholders own 34% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
RAYMOND JAMES FINANCIAL INC 3.5% 1,043,413 -5.1% 0.01% $22,558,573
Steward Partners Investment Advisory, LLC 3.2% 954,460 +8.1% 0.12% $20,635,429
COMMONWEALTH EQUITY SERVICES, LLC 3.1% 908,155 -17% 0.03% $19,634,000
NFP Retirement, Inc. 2.7% 787,123 0.64% $14,010,788
STIFEL FINANCIAL CORP 2.4% 698,614 +5.9% 0.01% $15,104,145
STEPHENS INC /AR/ 2.2% 646,121 +8.6% 0.18% $13,969,125
LPL Financial LLC 1.9% 566,649 +42% 0% $12,250,941
ROYAL BANK OF CANADA 1.7% 511,871 -2.2% 0% $11,066,000
Cetera Investment Advisers 1.4% 422,218 +27% 0.01% $9,128,365
Kestra Advisory Services, LLC 1.4% 397,382 +15% 0.04% $8,591,391
Capital Investment Advisors, LLC 1.3% 377,046 -1.9% 0.13% $8,151,740
OSAIC HOLDINGS, INC. 1.2% 362,612 -6.2% 0.01% $7,847,743
Luken Investment Analytics, LLC 1.2% 351,771 3% $7,605,289
Private Advisor Group, LLC 0.96% 281,302 +5% 0.03% $6,081,717
Snowden Capital Advisors LLC 0.81% 238,439 +17% 0.14% $5,155,060
ENVESTNET ASSET MANAGEMENT INC 0.61% 179,767 -8.9% 0% $3,886,567
Prospera Financial Services Inc 0.59% 173,853 +34% 0.06% $3,760,255
RiverTree Advisors, LLC 0.58% 169,417 -9.5% 2.3% $3,662,796
Janney Montgomery Scott LLC 0.57% 166,184 +29% 0.01% $3,593,000
Cambridge Investment Research Advisors, Inc. 0.56% 163,263 +60% 0.01% $3,530,000
G&S Capital LLC 0.43% 125,720 +4% 1% $2,718,068
FIRST TRUST ADVISORS LP 0.42% 124,217 +15% 0% $2,684,813
IFP Advisors, Inc 0.42% 123,330 +59% 0.07% $2,666,431
Stonebridge Financial Planning Group, LLC 0.38% 111,808 -13% 0.91% $2,417,287
MTM Investment Management, LLC 0.32% 94,705 +45% 0.65% $2,047,522

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 103,435 $2,232,406 +$364,528 2,146.02% 4
2025 Q3 11,541,479 $246,418,540 +$31,294,106 2,162% 84
2025 Q2 10,218,364 $209,442,984 +$10,907,322 2,051% 84
2025 Q1 9,686,003 $191,569,473 +$49,752,483 1,997% 80
2024 Q4 7,019,504 $151,243,338 +$47,081,167 2,151.5% 69
2024 Q3 4,442,142 $98,321,264 -$2,858,888 2,206% 52
2024 Q2 4,598,841 $95,778,288 +$13,501,421 2,080.5% 47
2024 Q1 3,939,509 $86,706,357 +$53,599,970 2,201% 33
2023 Q4 1,504,188 $30,636,534 +$28,084,669 2,109% 14
2023 Q3 123,306 $2,290,647 +$2,290,647 1,857.8% 3