Q4 2024 13F Holders as of 12/31/2024
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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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69
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Total 13F shares, excl. options
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7.02M
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Shares change
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+2.19M
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Total reported value, excl. options
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$151M
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Value change
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+$47.1M
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Number of buys
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57
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Number of sells
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-4
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Price
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$21.52
Significant Holders of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q4 2024
69 filings reported holding SDVD - First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2024.
First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.02M shares
of 29.4M outstanding shares and own 23.88% of the company stock.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (649K shares), Royal Bank of Canada (619K shares), RAYMOND JAMES FINANCIAL INC (581K shares), STEPHENS INC /AR/ (555K shares), Second Half Financial Partners, LLC (433K shares), OSAIC HOLDINGS, INC. (356K shares), ENVESTNET ASSET MANAGEMENT INC (314K shares), STIFEL FINANCIAL CORP (304K shares), Bullseye Investment Management, LLC (253K shares), and Cetera Investment Advisers (233K shares).
This table shows the top 69 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.