First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)
CUSIP: 33738D820
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
- Shares outstanding
- 33,348,956
- Total 13F shares
- 1,504,188
- Share change
- +1,380,882
- Total reported value
- $30,636,534
- Price per share
- $21.09
- Number of holders
- 14
- Value change
- +$28,084,656
- Number of buys
- 14
- Number of sells
- 2
Quarterly Holders 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 institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
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Recent filing periods for CUSIP 33738D820:
Institutional Holders of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q4 2023
As of 31 Dec 2023,
First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,504,188 shares.
The largest 10 holders included
TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, Bullseye Investment Management, LLC, Kestra Advisory Services, LLC, Prospera Financial Services Inc, STEPHENS INC /AR/, G&S Capital LLC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, and Stonebridge Financial Planning Group, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
3
Q4 2023 holders
14
Holder diff
11
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.