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 $342.08M 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 $27.48M in its March 31, 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 $29.67M, representing an estimated gain of +7.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed SDVD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Steward Partners Investment Advisory, Llc, Commonwealth Equity Services, Llc, 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
$342.08M
Largest Holder
Lpl Financial Llc
Largest Position
$27.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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% | 1,266,325 | $27,479,246 | $29,669,995 | +$2,190,749 | +7.97% | |
| Steward Partners Investment Advisory, Llc | 0.13% | 1,208,843 | $26,231,903 | $28,323,191 | +$2,091,288 | +7.97% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,126,284 | $26,005,902 | $26,388,834 | +$382,932 | +1.47% | |
| Raymond James Financial Inc | 0.01% | 1,062,862 | $23,064,108 | $24,902,857 | +$1,838,749 | +7.97% | |
| Stifel Financial Corp | 0.02% | 889,283 | $19,297,521 | $20,835,901 | +$1,538,380 | +7.97% | |
| Stephens Inc | 0.18% | 678,876 | $15,675,250 | $15,906,065 | +$230,815 | +1.47% | |
| Cetera Investment Advisers | 0.02% | 701,260 | $15,217,338 | $16,430,522 | +$1,213,184 | +7.97% | |
| Royal Bank Of Canada | 0.00% | 593,903 | $12,887,000 | $13,915,147 | +$1,028,147 | +7.98% | |
| Luken Investment Analytics, Llc | 4.44% | 549,594 | $12,690,125 | $12,876,987 | +$186,862 | +1.47% | |
| Kestra Advisory Services, Llc | 0.04% | 519,484 | $11,994,894 | $12,171,510 | +$176,616 | +1.47% | |
| Wealthspire Retirement, Llc | 0.69% | 645,000 | $11,448,751 | $15,112,350 | +$3,663,599 | +32.00% | |
| Osaic Holdings, Inc. | 0.01% | 395,318 | $8,578,624 | $9,262,301 | +$683,677 | +7.97% | |
| Capital Investment Advisors, Llc | 0.14% | 388,329 | $8,426,746 | $9,098,548 | +$671,802 | +7.97% | |
| Z3 Capital Partners, Llc | 1.69% | 349,449 | $8,068,783 | $8,187,590 | +$118,807 | +1.47% | |
| Indivisible Partners | 0.61% | 318,807 | $6,918,112 | $7,469,648 | +$551,536 | +7.97% | |
| Advisory Advocates, Llc | 3.19% | 293,496 | $6,334,500 | $6,876,611 | +$542,111 | +8.56% | |
| Creative Financial Designs Inc | 0.28% | 252,242 | $5,824,273 | $5,910,030 | +$85,757 | +1.47% | |
| Snowden Capital Advisors Llc | 0.15% | 253,090 | $5,492,044 | $5,929,899 | +$437,855 | +7.97% | |
| Private Advisor Group, Llc | 0.02% | 224,221 | $5,177,254 | $5,253,498 | +$76,244 | +1.47% | |
| Envestnet Asset Management Inc | 0.00% | 222,832 | $5,145,180 | $5,220,954 | +$75,774 | +1.47% | |
| Ifp Advisors, Inc | 0.08% | 203,442 | $4,697,476 | $4,766,646 | +$69,170 | +1.47% | |
| Harbour Investments, Inc. | 0.07% | 213,703 | $4,637,369 | $5,007,061 | +$369,692 | +7.97% | |
| Rivertree Advisors, Llc | 2.68% | 196,412 | $4,535,161 | $4,601,933 | +$66,772 | +1.47% | |
| G&S Capital Llc | 1.25% | 186,523 | $4,306,823 | $4,370,234 | +$63,411 | +1.47% | |
| Integrity Alliance, Llc. | 0.11% | 149,469 | $3,451,244 | $3,502,059 | +$50,815 | +1.47% | |
| First Trust Advisors Lp | 0.00% | 125,305 | $2,718,607 | $2,935,896 | +$217,289 | +7.99% | |
| Mtm Investment Management, Llc | 0.73% | 110,960 | $2,562,066 | $2,599,793 | +$37,727 | +1.47% | |
| Stonebridge Financial Planning Group, Llc | 0.76% | 103,280 | $2,384,728 | $2,419,850 | +$35,122 | +1.47% | |
| Rfg Advisory, Llc | 0.04% | 99,073 | $2,287,595 | $2,321,280 | +$33,685 | +1.47% | |
| Delta Investment Management, Llc | 0.36% | 91,646 | $1,988,718 | $2,147,266 | +$158,548 | +7.97% | |
| International Assets Investment Management, Llc | 0.11% | 80,386 | $1,860,138 | $1,883,444 | +$23,306 | +1.25% | |
| Gladstone Institutional Advisory Llc | 0.06% | 80,125 | $1,850,096 | $1,877,329 | +$27,233 | +1.47% | |
| Chiron Capital Management, Llc | 1.65% | 79,663 | $1,839,410 | $1,866,504 | +$27,094 | +1.47% | |
| Cwm, Llc | 0.00% | 78,587 | $1,705,334 | $1,841,293 | +$135,959 | +7.97% | |
| Elevation Advisory Partners Llc | 1.53% | 73,138 | $1,635,358 | $1,713,623 | +$78,265 | +4.79% | |
| Cambridge Advisors Inc. | 0.26% | 65,918 | $1,522,050 | $1,544,459 | +$22,409 | +1.47% | |
| Independent Financial Group, Llc | 0.03% | 64,721 | $1,494,407 | $1,516,413 | +$22,006 | +1.47% | |
| Trueblood Wealth Management, Llc | 0.50% | 62,256 | $1,437,489 | $1,458,658 | +$21,169 | +1.47% | |
| Arax Advisory Partners | 0.04% | 66,237 | $1,437,350 | $1,551,933 | +$114,583 | +7.97% | |
| Golden State Wealth Management, Llc | 0.13% | 61,012 | $1,408,774 | $1,429,511 | +$20,737 | +1.47% | |
| Jane Street Group, Llc | 0.00% | 60,008 | $1,302,174 | $1,405,987 | +$103,813 | +7.97% | |
| Capital Investment Advisory Services, Llc | 0.08% | 55,250 | $1,275,728 | $1,294,508 | +$18,780 | +1.47% | |
| Winnow Wealth Llc | 0.85% | 53,962 | $1,245,977 | $1,264,330 | +$18,353 | +1.47% | |
| Next Level Private Llc | 0.24% | 52,221 | $1,205,772 | $1,223,538 | +$17,766 | +1.47% | |
| Atlas Wealth Llc | 0.17% | 51,686 | $1,193,430 | $1,211,003 | +$17,573 | +1.47% | |
| Concurrent Investment Advisors, Llc | 0.01% | 48,485 | $1,119,507 | $1,136,004 | +$16,497 | +1.47% | |
| Silver Oak Securities, Incorporated | 0.08% | 51,169 | $1,110,364 | $1,198,890 | +$88,526 | +7.97% | |
| Orion Porfolio Solutions, Llc | 0.01% | 50,059 | $1,086,280 | $1,172,882 | +$86,602 | +7.97% | |
| Mml Investors Services, Llc | 0.00% | 48,638 | $1,055,450 | $1,139,588 | +$84,138 | +7.97% | |
| Foundations Investment Advisors, Llc | 0.01% | 48,592 | $1,054,446 | $1,138,511 | +$84,065 | +7.97% |
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.