SDVD Institutional Ownership & Shareholders
FT VEST SMID RISING DIVIDEND (SDVD) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $367.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $34.99M, representing an estimated loss of -3.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
109
Total Reported Value
$367.23M
Largest Holder
Lpl Financial Llc
Largest Position
$36.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | $34,988,399 | -$1,402,693 | -3.85% | |
| Steward Partners Investment Advisory, Llc | 0.15% | 1,310,382 | $30,256,724 | $29,090,480 | -$1,166,244 | -3.85% | |
| Raymond James Financial Inc | 0.01% | 1,163,529 | $26,865,890 | $25,830,344 | -$1,035,546 | -3.85% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,197,256 | $25,812,845 | $26,579,083 | +$766,238 | +2.97% | |
| Stifel Financial Corp | 0.02% | 804,054 | $18,565,603 | $17,849,999 | -$715,604 | -3.85% | |
| Cetera Investment Advisers | 0.02% | 772,597 | $17,839,272 | $17,151,653 | -$687,619 | -3.85% | |
| Stephens Inc | 0.18% | 678,876 | $15,675,250 | $15,071,047 | -$604,203 | -3.85% | |
| Royal Bank Of Canada | 0.00% | 607,164 | $14,019,000 | $13,479,041 | -$539,959 | -3.85% | |
| Kestra Advisory Services, Llc | 0.04% | 593,593 | $12,797,859 | $13,177,765 | +$379,906 | +2.97% | |
| Osaic Holdings, Inc. | 0.01% | 552,562 | $12,758,883 | $12,266,876 | -$492,007 | -3.86% | |
| Luken Investment Analytics, Llc | 4.44% | 549,594 | $12,690,125 | $12,200,987 | -$489,138 | -3.85% | |
| Capital Investment Advisors, Llc | 0.11% | 392,414 | $8,460,440 | $8,711,591 | +$251,151 | +2.97% | |
| Z3 Capital Partners, Llc | 1.69% | 349,449 | $8,068,783 | $7,757,768 | -$311,015 | -3.85% | |
| Indivisible Partners | 0.33% | 332,630 | $7,171,497 | $7,384,386 | +$212,889 | +2.97% | |
| Snowden Capital Advisors Llc | 0.14% | 260,940 | $6,025,111 | $5,792,868 | -$232,243 | -3.85% | |
| Creative Financial Designs Inc | 0.28% | 252,242 | $5,824,273 | $5,599,772 | -$224,501 | -3.85% | |
| Harbour Investments, Inc. | 0.08% | 242,494 | $5,599,183 | $5,383,367 | -$215,816 | -3.85% | |
| Private Advisor Group, Llc | 0.02% | 224,221 | $5,177,254 | $4,977,706 | -$199,548 | -3.85% | |
| Envestnet Asset Management Inc | 0.00% | 222,832 | $5,145,180 | $4,946,870 | -$198,310 | -3.85% | |
| Ifp Advisors, Inc | 0.08% | 229,301 | $4,943,730 | $5,090,482 | +$146,752 | +2.97% | |
| Rivertree Advisors, Llc | 2.84% | 221,239 | $4,769,908 | $4,911,506 | +$141,598 | +2.97% | |
| Integrity Alliance, Llc. | 0.13% | 198,467 | $4,278,962 | $4,405,967 | +$127,005 | +2.97% | |
| Advisory Advocates, Llc | 3.09% | 156,166 | $3,605,873 | $3,466,885 | -$138,988 | -3.85% | |
| Janney Montgomery Scott Llc | 0.01% | 147,431 | $3,404,000 | $3,272,968 | -$131,032 | -3.85% | |
| G&S Capital Llc | 0.96% | 152,715 | $3,292,540 | $3,390,273 | +$97,733 | +2.97% | |
| Simplicity Wealth,Llc | 0.09% | 148,397 | $3,199,439 | $3,294,413 | +$94,974 | +2.97% | |
| First Trust Advisors Lp | 0.00% | 128,579 | $2,967,453 | $2,854,454 | -$112,999 | -3.81% | |
| Stonebridge Financial Planning Group, Llc | 0.76% | 103,280 | $2,384,728 | $2,292,816 | -$91,912 | -3.85% | |
| Delta Investment Management, Llc | 0.39% | 102,998 | $2,378,223 | $2,286,556 | -$91,667 | -3.85% | |
| Mtm Investment Management, Llc | 0.68% | 109,960 | $2,370,738 | $2,441,112 | +$70,374 | +2.97% | |
| Rfg Advisory, Llc | 0.04% | 99,073 | $2,287,595 | $2,199,421 | -$88,174 | -3.85% | |
| Foundations Investment Advisors, Llc | 0.02% | 88,459 | $2,042,518 | $1,963,790 | -$78,728 | -3.85% | |
| Elevation Advisory Partners Llc | 2.04% | 86,046 | $1,991,099 | $1,910,221 | -$80,878 | -4.06% | |
| Gladstone Institutional Advisory Llc | 0.06% | 80,125 | $1,850,096 | $1,778,775 | -$71,321 | -3.85% | |
| Cambridge Advisors Inc. | 0.31% | 84,236 | $1,816,118 | $1,870,039 | +$53,921 | +2.97% | |
| Cwm, Llc | 0.00% | 78,587 | $1,705,334 | $1,744,631 | +$39,297 | +2.30% | |
| Arax Advisory Partners | 0.01% | 72,170 | $1,666,413 | $1,602,174 | -$64,239 | -3.85% | |
| Chiron Capital Management, Llc | 1.65% | 77,025 | $1,660,661 | $1,709,955 | +$49,294 | +2.97% | |
| International Assets Investment Management, Llc | 0.10% | 75,839 | $1,651,015 | $1,683,626 | +$32,611 | +1.98% | |
| Trueblood Wealth Management, Llc | 0.53% | 69,470 | $1,497,765 | $1,542,234 | +$44,469 | +2.97% | |
| Integrated Wealth Concepts Llc | 0.01% | 63,490 | $1,465,989 | $1,409,478 | -$56,511 | -3.85% | |
| Winnow Wealth Llc | 0.96% | 67,573 | $1,456,881 | $1,500,121 | +$43,240 | +2.97% | |
| Susquehanna International Group, Llp | 0.00% | 61,682 | $1,424,237 | $1,369,340 | -$54,897 | -3.85% | |
| Silver Oak Securities, Incorporated | 0.08% | 58,605 | $1,353,197 | $1,301,031 | -$52,166 | -3.86% | |
| Independent Financial Group, Llc | 0.02% | 61,338 | $1,322,438 | $1,361,704 | +$39,266 | +2.97% | |
| Next Level Private Llc | 0.24% | 58,616 | $1,263,757 | $1,301,275 | +$37,518 | +2.97% | |
| Capital Investment Advisory Services, Llc | 0.08% | 58,570 | $1,262,822 | $1,300,254 | +$37,432 | +2.96% | |
| Mml Investors Services, Llc | 0.00% | 52,621 | $1,215,027 | $1,168,186 | -$46,841 | -3.86% | |
| Atlas Wealth Llc | 0.17% | 51,686 | $1,193,430 | $1,147,429 | -$46,001 | -3.85% | |
| Concurrent Investment Advisors, Llc | 0.01% | 50,893 | $1,097,253 | $1,129,825 | +$32,572 | +2.97% |
Frequently asked questions about SDVD
Who are the largest institutional holders of SDVD?
The largest institutional holders of SDVD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Steward Partners Investment Advisory, Llc, Raymond James Financial Inc, Commonwealth Equity Services, Llc, and Stifel Financial Corp. InsiderSet ranks institutional holders by their latest reported SDVD position.
What is SDVD institutional ownership?
This page tracks SDVD positions reported by institutional investment managers through SEC Form 13F. FT VEST SMID RISING DIVIDEND (SDVD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SDVD?
InsiderSet currently tracks 109 institutional managers reporting SDVD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SDVD shareholders.
How much SDVD stock do institutions own?
Institutional investment managers disclosed approximately $367.23M in SDVD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SDVD institutional ownership last updated?
The latest SDVD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SDVD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SDVD position after the reporting date.
Are institutions buying or selling SDVD?
Institutional buying and selling can be analyzed by comparing SDVD positions across consecutive 13F reporting periods. InsiderSet's SDVD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDVD ownership changes.
How has SDVD institutional ownership changed over time?
InsiderSet tracks SDVD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.