Latest Period
Q4 2025
Security Snapshot
First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) Institutional Ownership
CUSIP: 33738D820
13F Institutional Holders and Ownership History from Q3 2023 to Q1 2026
Institutions Reporting
94
Shares (Excl. Options)
11,793,223
Price
$21.46
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- Type / Class
- Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
- Symbol
- SDVD
- Shares outstanding
- 33,348,956
- Price per share
- $22.84
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 11,793,223
- Total reported value
- $253,196,927
- % of total 13F portfolios
- 0%
- Share change
- +326,950
- Value change
- +$6,993,118
- Number of holders
- 94
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- SDVD - First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF is tracked under CUSIP 33738D820.
- 94 institutions reported positions in Q4 2025.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 94 to 40 between Q4 2025 and Q1 2026.
- Reported value moved from $253,196,927 to $109,999,563.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 94 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 33738D820?
CUSIP 33738D820 identifies SDVD - First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D820:
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 | 48% | +6.8% | $346,315,265 | +$60,263,718 | 16,137,560 | +21% | First Trust Portfolios L.P. | 31 Dec 2025 |
| TRUIST FINANCIAL CORP | 0% | $165,443 | 8,066 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
As of 31 Dec 2025, 94 institutional investors reported holding 11,793,223 shares of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD). This represents 35% of the company’s total 33,348,956 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) together control 30% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 3.4% | 1,145,283 | +9.8% | 0.01% | $24,577,773 |
| Steward Partners Investment Advisory, LLC | 2.9% | 979,309 | +2.6% | 0.12% | $21,015,964 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.9% | 965,562 | +6.3% | 0.03% | $20,720,951 |
| LPL Financial LLC | 2.3% | 774,130 | +37% | 0% | $16,612,826 |
| STEPHENS INC /AR/ | 1.9% | 649,359 | +0.5% | 0.17% | $13,935,241 |
| SOUTHERN CAPITAL SERVICES INC /ADV | 1.8% | 594,836 | 0% | 8% | $12,765,181 |
| STIFEL FINANCIAL CORP | 1.6% | 532,654 | -24% | 0.01% | $11,430,807 |
| Cetera Investment Advisers | 1.5% | 505,289 | +20% | 0.01% | $10,843,510 |
| ROYAL BANK OF CANADA | 1.5% | 483,800 | -5.5% | 0% | $10,382,000 |
| Kestra Advisory Services, LLC | 1.3% | 433,613 | +9.1% | 0.04% | $9,305,344 |
| Capital Investment Advisors, LLC | 1.1% | 376,530 | -0.14% | 0.12% | $8,080,339 |
| OSAIC HOLDINGS, INC. | 0.99% | 328,578 | -9.4% | 0.01% | $7,051,334 |
| Snowden Capital Advisors LLC | 0.92% | 306,442 | +29% | 0.17% | $6,576,258 |
| Private Advisor Group, LLC | 0.88% | 293,408 | +4.3% | 0.03% | $6,296,520 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.7% | 234,521 | 0.32% | $5,032,821 | |
| Indivisible Partners | 0.56% | 188,317 | 0% | 0.44% | $4,041,281 |
| ENVESTNET ASSET MANAGEMENT INC | 0.53% | 176,475 | -1.8% | 0% | $3,787,151 |
| Janney Montgomery Scott LLC | 0.53% | 175,502 | +5.6% | 0.01% | $3,766,000 |
| G&S Capital LLC | 0.5% | 167,477 | +33% | 1.3% | $3,594,059 |
| RiverTree Advisors, LLC | 0.5% | 166,366 | -1.8% | 2.3% | $3,570,214 |
| FIRST TRUST ADVISORS LP | 0.43% | 144,449 | +16% | 0% | $3,100,411 |
| IFP Advisors, Inc | 0.33% | 110,374 | -11% | 0.05% | $2,368,626 |
| INTEGRITY ALLIANCE, LLC. | 0.32% | 106,304 | +16% | 0.08% | $2,281,301 |
| Stonebridge Financial Planning Group, LLC | 0.31% | 101,798 | -9% | 0.79% | $2,184,589 |
| MTM Investment Management, LLC | 0.29% | 97,705 | +3.2% | 0.67% | $2,096,749 |
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 (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,068,455 | $109,999,563 | -$163,510 | $21.70 | 40 |
| 2025 Q4 | 11,793,223 | $253,196,927 | +$6,993,118 | $21.46 | 94 |
| 2025 Q3 | 11,016,958 | $237,694,928 | +$17,295,059 | $21.62 | 84 |
| 2025 Q2 | 10,218,364 | $209,442,984 | +$10,907,308 | $20.51 | 84 |
| 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 | $20.80 | 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 |