FT VEST SMID RISING DIVIDEND (SDVD) Institutional Ownership Changes & 13F Activity

FT VEST SMID RISING DIVIDEND (SDVD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Steward Partners Investment Advisory, Llc, Raymond James Financial Inc, Stifel Financial Corp, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+14,971+30.9%63,490$1.47MQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcBuy+13,09313,093$302.32KQ2 2026Aug 19, 2026
Osaic Holdings, Inc.Buy+157,244+39.8%552,562$12.76MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+100,667+9.5%1,163,529$26.87MQ2 2026Aug 14, 2026
&PartnersBuy+41,53141,531$956.60KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+39,867+82.0%88,459$2.04MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+37,82537,825$873.38KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+35,87235,872$828.28KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-31,211-62.3%18,848$435.20KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+27,809+82.1%61,682$1.42MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+13,261+2.2%607,164$14.02MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+5,210+34.2%20,461$472.46KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+2,462+10.8%25,268$583.45KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+1,691+18.1%11,043$254.98KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+935+46750.0%937$21.65KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+90+0.8%10,943$252.68KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+101,539+8.4%1,310,382$30.26MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+13,917+51.6%40,899$944.36KQ2 2026Aug 13, 2026
Elevation Advisory Partners LlcBuy+12,908+17.6%86,046$1.99MQ2 2026Aug 13, 2026
Delta Investment Management, LlcBuy+11,352+12.4%102,998$2.38MQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+7,850+3.1%260,940$6.03MQ2 2026Aug 13, 2026
Morgan StanleyBuy+109+2.0%5,544$128.03KQ2 2026Aug 13, 2026
Stifel Financial CorpSell-85,229-9.6%804,054$18.57MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+71,337+10.2%772,597$17.84MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+28,791+13.5%242,494$5.60MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+8,1848,184$188.97KQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+2,564+7.3%37,776$872.24KQ2 2026Aug 12, 2026
Faithward Advisors, LlcBuy+1,184+9.6%13,512$311.99KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+208+1.1%19,333$446.40KQ2 2026Aug 12, 2026
Msh Capital Advisors LlcBuy+12,73412,734$294.03KQ2 2026Aug 11, 2026
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Frequently asked questions about SDVD activity

  • Which institutional owners are buying SDVD?

    Institutional owners buying SDVD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SDVD activity?

    "Buy" means an investor increased their reported position in SDVD compared to the prior reporting period. This reflects growing exposure to FT VEST SMID RISING DIVIDEND (SDVD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SDVD increasing?

    Institutional interest in SDVD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.