FT VEST SMID RISING DIVIDEND (SDVD) Institutional Shareholders
FT VEST SMID RISING DIVIDEND (SDVD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $363.74M in SDVD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SDVD tracked by InsiderSet, reporting ownership valued at approximately $36.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.13M, representing an estimated loss of -3.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed SDVD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Steward Partners Investment Advisory, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FT VEST SMID RISING DIVIDEND (SDVD).
This page ranks the largest institutional SDVD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$363.74M
Largest Holder
Lpl Financial Llc
Largest Position
$36.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,576,054 | $36,391,092 | $35,130,244 | -$1,260,848 | -3.46% | |
| Steward Partners Investment Advisory, Llc | 0.15% | 1,310,382 | $30,256,724 | $29,208,415 | -$1,048,309 | -3.46% | |
| Raymond James Financial Inc | 0.01% | 1,163,529 | $26,865,890 | $25,935,061 | -$930,829 | -3.46% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,126,284 | $26,005,902 | $25,104,870 | -$901,032 | -3.46% | |
| Stifel Financial Corp | 0.02% | 804,054 | $18,565,603 | $17,922,364 | -$643,239 | -3.46% | |
| Cetera Investment Advisers | 0.02% | 772,597 | $17,839,272 | $17,221,187 | -$618,085 | -3.46% | |
| Stephens Inc | 0.18% | 678,876 | $15,675,250 | $15,132,146 | -$543,104 | -3.46% | |
| Royal Bank Of Canada | 0.00% | 607,164 | $14,019,000 | $13,533,686 | -$485,314 | -3.46% | |
| Osaic Holdings, Inc. | 0.01% | 552,562 | $12,758,883 | $12,316,607 | -$442,276 | -3.47% | |
| Luken Investment Analytics, Llc | 4.44% | 549,594 | $12,690,125 | $12,250,450 | -$439,675 | -3.46% | |
| Kestra Advisory Services, Llc | 0.04% | 519,484 | $11,994,894 | $11,579,298 | -$415,596 | -3.46% | |
| Capital Investment Advisors, Llc | 0.12% | 386,746 | $8,929,966 | $8,620,568 | -$309,398 | -3.46% | |
| Z3 Capital Partners, Llc | 1.69% | 349,449 | $8,068,783 | $7,789,218 | -$279,565 | -3.46% | |
| Indivisible Partners | 0.43% | 329,479 | $7,607,681 | $7,344,087 | -$263,594 | -3.46% | |
| Snowden Capital Advisors Llc | 0.14% | 260,940 | $6,025,111 | $5,816,353 | -$208,758 | -3.46% | |
| Creative Financial Designs Inc | 0.28% | 252,242 | $5,824,273 | $5,622,474 | -$201,799 | -3.46% | |
| Harbour Investments, Inc. | 0.08% | 242,494 | $5,599,183 | $5,405,191 | -$193,992 | -3.46% | |
| Private Advisor Group, Llc | 0.02% | 224,221 | $5,177,254 | $4,997,886 | -$179,368 | -3.46% | |
| Envestnet Asset Management Inc | 0.00% | 222,832 | $5,145,180 | $4,966,925 | -$178,255 | -3.46% | |
| Ifp Advisors, Inc | 0.08% | 203,442 | $4,697,476 | $4,534,722 | -$162,754 | -3.46% | |
| Rivertree Advisors, Llc | 2.68% | 196,412 | $4,535,161 | $4,378,023 | -$157,138 | -3.46% | |
| G&S Capital Llc | 1.25% | 186,523 | $4,306,823 | $4,157,598 | -$149,225 | -3.46% | |
| Advisory Advocates, Llc | 3.09% | 156,166 | $3,605,873 | $3,480,940 | -$124,933 | -3.46% | |
| Integrity Alliance, Llc. | 0.11% | 149,469 | $3,451,244 | $3,331,664 | -$119,580 | -3.46% | |
| Janney Montgomery Scott Llc | 0.01% | 147,431 | $3,404,000 | $3,286,237 | -$117,763 | -3.46% | |
| First Trust Advisors Lp | 0.00% | 128,579 | $2,967,453 | $2,866,026 | -$101,427 | -3.42% | |
| Mtm Investment Management, Llc | 0.73% | 110,960 | $2,562,066 | $2,473,298 | -$88,768 | -3.46% | |
| Stonebridge Financial Planning Group, Llc | 0.76% | 103,280 | $2,384,728 | $2,302,111 | -$82,617 | -3.46% | |
| Delta Investment Management, Llc | 0.39% | 102,998 | $2,378,223 | $2,295,825 | -$82,398 | -3.46% | |
| Rfg Advisory, Llc | 0.04% | 99,073 | $2,287,595 | $2,208,337 | -$79,258 | -3.46% | |
| Foundations Investment Advisors, Llc | 0.02% | 88,459 | $2,042,518 | $1,971,751 | -$70,767 | -3.46% | |
| Elevation Advisory Partners Llc | 2.04% | 86,046 | $1,991,099 | $1,917,965 | -$73,134 | -3.67% | |
| International Assets Investment Management, Llc | 0.11% | 80,386 | $1,860,138 | $1,791,804 | -$68,334 | -3.67% | |
| Gladstone Institutional Advisory Llc | 0.06% | 80,125 | $1,850,096 | $1,785,986 | -$64,110 | -3.47% | |
| Chiron Capital Management, Llc | 1.65% | 79,663 | $1,839,410 | $1,775,688 | -$63,722 | -3.46% | |
| Cwm, Llc | 0.00% | 78,587 | $1,705,334 | $1,751,704 | +$46,370 | +2.72% | |
| Arax Advisory Partners | 0.01% | 72,170 | $1,666,413 | $1,608,669 | -$57,744 | -3.47% | |
| Cambridge Advisors Inc. | 0.26% | 65,918 | $1,522,050 | $1,469,312 | -$52,738 | -3.46% | |
| Independent Financial Group, Llc | 0.03% | 64,721 | $1,494,407 | $1,442,631 | -$51,776 | -3.46% | |
| Integrated Wealth Concepts Llc | 0.01% | 63,490 | $1,465,989 | $1,415,192 | -$50,797 | -3.47% | |
| Trueblood Wealth Management, Llc | 0.50% | 62,256 | $1,437,489 | $1,387,686 | -$49,803 | -3.46% | |
| Susquehanna International Group, Llp | 0.00% | 61,682 | $1,424,237 | $1,374,892 | -$49,345 | -3.46% | |
| Golden State Wealth Management, Llc | 0.13% | 61,012 | $1,408,774 | $1,359,957 | -$48,817 | -3.47% | |
| Silver Oak Securities, Incorporated | 0.08% | 58,605 | $1,353,197 | $1,306,305 | -$46,892 | -3.47% | |
| Capital Investment Advisory Services, Llc | 0.08% | 55,250 | $1,275,728 | $1,231,523 | -$44,206 | -3.47% | |
| Winnow Wealth Llc | 0.85% | 53,962 | $1,245,977 | $1,202,813 | -$43,164 | -3.46% | |
| Mml Investors Services, Llc | 0.00% | 52,621 | $1,215,027 | $1,172,922 | -$42,105 | -3.47% | |
| Next Level Private Llc | 0.24% | 52,221 | $1,205,772 | $1,164,006 | -$41,766 | -3.46% | |
| Atlas Wealth Llc | 0.17% | 51,686 | $1,193,430 | $1,152,081 | -$41,349 | -3.46% | |
| Concurrent Investment Advisors, Llc | 0.01% | 48,485 | $1,119,507 | $1,080,731 | -$38,776 | -3.46% |
Frequently asked questions about SDVD
Who owns the most SDVD stock?
The largest holders of SDVD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST SMID RISING DIVIDEND (SDVD).
Is SDVD widely held by superinvestors?
Many widely followed stocks like SDVD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SDVD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.