FIRST TRUST PORTFOLIOS LP

Holdings History for First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)

Symbol: SDVD
Investment type: Equity / FT Vest SMID Rising Dividend Achievers Target Income ETF
Latest Disclosed Shares Owned: 16,137,560 shares
Security Ownership %: 48%

First Trust Portfolios L.P. ownership in First Trust Exchange-Traded Fund IV FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)

23 Jan 2026 - First Trust Portfolios L.P. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 16,137,560 shares of First Trust Exchange-Traded Fund IV FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD). This represents 48% ownership of the company. In their previous filing dated 07 Oct 2025, FIRST TRUST PORTFOLIOS LP had reported owning 13,329,398 shares, indicating an increase of +21%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
First Trust Portfolios L.P.	48%	+6.8%	$346,315,265	16,137,560	+2,808,162	+21%	$21.46	13G/A	31 Dec 2025	23 Jan 2026, 11:52
First Trust Portfolios L.P.	45%	+13%	$293,779,932	13,329,398	+3,450,720	+35%	$22.04	13G/A	30 Sep 2025	07 Oct 2025, 09:40
First Trust Portfolios L.P.	40%	+16%	$202,611,686	9,878,678	+2,496,709	+34%	$20.51	13G/A	30 Jun 2025	07 Jul 2025, 09:34
First Trust Portfolios L.P.	35%	+19%	$142,545,821	7,381,969	+1,778,188	+32%	$19.31	13G/A	30 Apr 2025	07 May 2025, 10:09
First Trust Portfolios L.P.	29%	+25%	$108,209,011	5,603,781	+2,209,622	+65%	$19.31	13G/A	31 Mar 2025	07 Apr 2025, 10:06
First Trust Portfolios L.P.	23%	+163%	$65,541,210	3,394,159	+2,479,999	+271%	$19.31	13G/A	31 Jan 2025	07 Feb 2025, 10:10
First Trust Portfolios L.P.	8.5%		$17,652,430	914,160			$19.31	13G	31 Dec 2024	31 Jan 2025, 10:35