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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +14,971 | +30.9% | 63,490 | $1.47M | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Buy | +13,093 | — | 13,093 | $302.32K | Q2 2026 | Aug 19, 2026 |
| Osaic Holdings, Inc. | Buy | +157,244 | +39.8% | 552,562 | $12.76M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +100,667 | +9.5% | 1,163,529 | $26.87M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +41,531 | — | 41,531 | $956.60K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +39,867 | +82.0% | 88,459 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +37,825 | — | 37,825 | $873.38K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +35,872 | — | 35,872 | $828.28K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -31,211 | -62.3% | 18,848 | $435.20K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +27,809 | +82.1% | 61,682 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +13,261 | +2.2% | 607,164 | $14.02M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +5,210 | +34.2% | 20,461 | $472.46K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +2,462 | +10.8% | 25,268 | $583.45K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +1,691 | +18.1% | 11,043 | $254.98K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +935 | +46750.0% | 937 | $21.65K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +90 | +0.8% | 10,943 | $252.68K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +101,539 | +8.4% | 1,310,382 | $30.26M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +13,917 | +51.6% | 40,899 | $944.36K | Q2 2026 | Aug 13, 2026 |
| Elevation Advisory Partners Llc | Buy | +12,908 | +17.6% | 86,046 | $1.99M | Q2 2026 | Aug 13, 2026 |
| Delta Investment Management, Llc | Buy | +11,352 | +12.4% | 102,998 | $2.38M | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +7,850 | +3.1% | 260,940 | $6.03M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +109 | +2.0% | 5,544 | $128.03K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Sell | -85,229 | -9.6% | 804,054 | $18.57M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +71,337 | +10.2% | 772,597 | $17.84M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +28,791 | +13.5% | 242,494 | $5.60M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +8,184 | — | 8,184 | $188.97K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +2,564 | +7.3% | 37,776 | $872.24K | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Buy | +1,184 | +9.6% | 13,512 | $311.99K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +208 | +1.1% | 19,333 | $446.40K | Q2 2026 | Aug 12, 2026 |
| Msh Capital Advisors Llc | Buy | +12,734 | — | 12,734 | $294.03K | Q2 2026 | Aug 11, 2026 |
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.