Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
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Shares outstanding
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29.4M
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Number of holders
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14
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Total 13F shares, excl. options
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1.5M
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Shares change
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+1.38M
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Total reported value, excl. options
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$30.6M
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Value change
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+$28.1M
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Number of buys
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14
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Number of sells
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-2
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Price
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$21.09
Significant Holders of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q4 2023
16 filings reported holding SDVD - First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2023.
First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.5M shares
of 29.4M outstanding shares and own 5.12% of the company stock.
Largest 10 shareholders include TRUIST FINANCIAL CORP (526K shares), ENVESTNET ASSET MANAGEMENT INC (524K shares), Bullseye Investment Management, LLC (151K shares), Kestra Advisory Services, LLC (91.6K shares), Prospera Financial Services Inc (51.4K shares), STEPHENS INC /AR/ (38.5K shares), G&S Capital LLC (28.1K shares), OSAIC HOLDINGS, INC. (23K shares), COMMONWEALTH EQUITY SERVICES, LLC (19.5K shares), and Stonebridge Financial Planning Group, LLC (18.1K shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.