Latest Period
Q1 2026
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
106
Shares (Excl. Options)
14,879,352
Price
$21.70
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- Security type / class
- Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
- Symbol
- SDVD
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 14,879,352
- Total 13F value
- $320,402,754
- Portfolio coverage rank
- 0%
- Share change
- +2,421,822
- Value change
- +$50,020,167
- Number of holders
- 106
- Shares outstanding
- 33,348,956
- SEC-reported price per share
- $22.34
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SDVD - First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF is tracked under CUSIP 33738D820.
- 106 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 97 to 106 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $264,462,992 to $320,402,754.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 106 institutions filings for Q1 2026.
Security key
33738D820
Latest holder period
Q1 2026
13F holders
106
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D820:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
SDVD
| 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 Mar 2026, 106 institutional investors reported holding 14,879,352 shares of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD). This represents 45% of the company’s total 33,348,956 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
37%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 3.8% | 1,266,325 | +64% | 0.01% | $27,479,246 |
| Steward Partners Investment Advisory, LLC | 3.6% | 1,208,843 | +23% | 0.13% | $26,231,903 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.4% | 1,118,015 | +16% | 0.03% | $24,260,915 |
| RAYMOND JAMES FINANCIAL INC | 3.2% | 1,062,862 | -7.2% | 0.01% | $23,064,108 |
| STIFEL FINANCIAL CORP | 2.7% | 889,283 | +67% | 0.02% | $19,297,521 |
| Cetera Investment Advisers | 2.1% | 701,260 | +39% | 0.02% | $15,217,338 |
| STEPHENS INC /AR/ | 2% | 660,624 | +1.7% | 0.18% | $14,335,547 |
| Wealthspire Retirement, LLC | 1.9% | 645,000 | 0.69% | $11,448,751 | |
| ROYAL BANK OF CANADA | 1.8% | 593,903 | +23% | 0% | $12,887,000 |
| Kestra Advisory Services, LLC | 1.6% | 522,516 | +21% | 0.04% | $11,338,597 |
| OSAIC HOLDINGS, INC. | 1.2% | 395,318 | +20% | 0.01% | $8,578,624 |
| Capital Investment Advisors, LLC | 1.2% | 388,329 | +3.1% | 0.12% | $8,426,746 |
| Z3 Capital Partners, LLC | 1% | 343,803 | +4.1% | 1.9% | $7,460,528 |
| Indivisible Partners | 0.96% | 318,807 | +69% | 0.61% | $6,918,112 |
| Private Advisor Group, LLC | 0.87% | 288,592 | -1.6% | 0.03% | $6,262,423 |
| Snowden Capital Advisors LLC | 0.76% | 253,090 | -17% | 0.15% | $5,492,044 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.73% | 244,017 | +4% | 0.32% | $5,295,175 |
| HARBOUR INVESTMENTS, INC. | 0.64% | 213,703 | +120% | 0.07% | $4,637,369 |
| G&S Capital LLC | 0.54% | 179,779 | +7.3% | 1.4% | $3,901,213 |
| RiverTree Advisors, LLC | 0.54% | 178,486 | +7.3% | 2.5% | $3,873,146 |
| ENVESTNET ASSET MANAGEMENT INC | 0.53% | 176,505 | +0.02% | 0% | $3,830,155 |
| Janney Montgomery Scott LLC | 0.48% | 161,425 | -8% | 0.01% | $3,503,000 |
| IFP Advisors, Inc | 0.46% | 152,918 | +39% | 0.07% | $3,318,321 |
| Advisory Advocates, LLC | 0.45% | 150,316 | +5% | 3.3% | $3,261,857 |
| INTEGRITY ALLIANCE, LLC. | 0.38% | 126,684 | +19% | 0.1% | $2,749,055 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Latest
Q1 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 14,879,352 | $320,402,754 | +$50,020,167 | $21.70 | 106 |
| 2025 Q4 | 12,318,203 | $264,462,992 | +$7,475,969 | $21.46 | 97 |
| 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 |