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
Type / Class
Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
Shares outstanding
29,398,760
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
11,513,765
Holdings value
$245,861,523
% of all portfolios
0.002%
Number of holders
82
Number of buys
57
Number of sells
-30
Average buys %
+0%
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% $293,779,932 +$76,053,869 13,329,398 +34.9% First Trust Portfolios L.P. 30 Sep 2025
TRUIST FINANCIAL CORP 0% $165,443 8,066 TRUIST FINANCIAL CORP 30 Jun 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 11,513,765 $245,861,523 +$31,292,154 $21.62 82
2025 Q2 10,216,201 $209,398,621 +$10,947,528 $20.51 83
2025 Q1 9,686,003 $191,569,473 +$49,752,456 $19.97 80
2024 Q4 7,070,038 $152,191,023 +$48,155,898 $21.52 69
2024 Q3 4,442,142 $98,321,326 -$2,858,842 $22.06 52
2024 Q2 4,598,841 $95,778,288 +$13,501,413 $20.8 47
2024 Q1 3,939,509 $86,706,357 +$53,599,963 $22.01 33
2023 Q4 1,504,188 $30,636,534 +$28,084,656 $21.09 14
2023 Q3 123,306 $2,290,647 +$2,290,647 $18.58 3