SDVD Institutional Ownership
FT Vest SMID Rising Dividend Achievers Target Income ETF
1W: +0.1%
YTD: -3.6%
$21.99
+0.22 (+1.01%)
Overview
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Institutional Ownership — SDVD
122
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
364M
Total Invested
17
New Positions
66
Increased
32
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (122 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,576,054 | 35M | +309,729 | +24.5% | 10Q | SEC ↗ |
| 2 | Steward Partners Investment Advisory, | 1,310,382 | 29M | +101,539 | +8.4% | 6Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,163,529 | 26M | +100,667 | +9.5% | 7Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 1,126,284 | 25M | +8,269 | +0.7% | 11Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 804,054 | 18M | -85,229 | -9.6% | 9Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 772,597 | 17M | +71,337 | +10.2% | 9Q | SEC ↗ |
| 7 | STEPHENS INC /AR | 678,876 | 15M | +18,252 | +2.8% | 11Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 607,164 | 13M | +13,261 | +2.2% | 10Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 552,562 | 12M | +157,244 | +39.8% | 11Q | SEC ↗ |
| 10 | Luken Investment Analytics, LLC NEW | 549,594 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 519,484 | 11M | -3,032 | -0.6% | 11Q | SEC ↗ |
| 12 | Capital Investment Advisors, LLC | 386,746 | 9M | -1,583 | -0.4% | 7Q | SEC ↗ |
| 13 | Z3 Capital Partners, LLC | 349,449 | 8M | +5,646 | +1.6% | 3Q | SEC ↗ |
| 14 | Indivisible Partners | 329,479 | 7M | +10,672 | +3.3% | 3Q | SEC ↗ |
| 15 | Snowden Capital Advisors LLC | 260,940 | 6M | +7,850 | +3.1% | 8Q | SEC ↗ |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | 252,242 | 6M | +8,225 | +3.4% | 3Q | SEC ↗ |
| 17 | HARBOUR INVESTMENTS, INC. | 242,494 | 5M | +28,791 | +13.5% | 10Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 224,221 | 5M | -64,371 | -22.3% | 5Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 222,832 | 5M | +46,327 | +26.2% | 11Q | SEC ↗ |
| 20 | IFP Advisors, Inc | 203,442 | 4M | +50,524 | +33.0% | 10Q | SEC ↗ |
| 21 | RiverTree Advisors, LLC | 196,412 | 4M | +17,926 | +10.0% | 6Q | SEC ↗ |
| 22 | G&S Capital LLC | 186,523 | 4M | +6,744 | +3.8% | 11Q | SEC ↗ |
| 23 | Advisory Advocates, LLC | 156,166 | 3M | +5,850 | +3.9% | 3Q | SEC ↗ |
| 24 | INTEGRITY ALLIANCE, LLC. | 149,469 | 3M | +22,785 | +18.0% | 6Q | SEC ↗ |
| 25 | Janney Montgomery Scott LLC | 147,431 | 3M | -13,994 | -8.7% | 10Q | SEC ↗ |
| 26 | FIRST TRUST ADVISORS LP | 128,579 | 3M | +3,274 | +2.6% | 7Q | SEC ↗ |
| 27 | MTM Investment Management, LLC | 110,960 | 2M | +2,420 | +2.2% | 10Q | SEC ↗ |
| 28 | Stonebridge Financial Planning Group, | 103,280 | 2M | +6,461 | +6.7% | 11Q | SEC ↗ |
| 29 | Delta Investment Management, LLC | 102,998 | 2M | +11,352 | +12.4% | 3Q | SEC ↗ |
| 30 | RFG Advisory, LLC | 99,073 | 2M | +29,936 | +43.3% | 4Q | SEC ↗ |
| 31 | Foundations Investment Advisors, LLC | 88,459 | 2M | +39,867 | +82.0% | 2Q | SEC ↗ |
| 32 | Elevation Advisory Partners LLC | 86,046 | 2M | +12,908 | +17.6% | 2Q | SEC ↗ |
| 33 | VIMA LLC NEW | 83,358 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 80,386 | 2M | +15,775 | +24.4% | 7Q | SEC ↗ |
| 35 | Gladstone Institutional Advisory LLC | 80,125 | 2M | -779 | -1.0% | 5Q | SEC ↗ |
| 36 | CHIRON CAPITAL MANAGEMENT, LLC | 79,663 | 2M | -2,785 | -3.4% | 2Q | SEC ↗ |
| 37 | Cambridge Investment Research Advisors | 75,573 | 2M | +27,425 | +57.0% | 11Q | SEC ↗ |
| 38 | Arax Advisory Partners | 72,170 | 2M | +5,933 | +9.0% | 3Q | SEC ↗ |
| 39 | Cambridge Advisors Inc. | 65,918 | 1M | +3,021 | +4.8% | 6Q | SEC ↗ |
| 40 | INDEPENDENT FINANCIAL GROUP, LLC | 64,721 | 1M | +7,260 | +12.6% | 6Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC | 63,490 | 1M | +14,971 | +30.9% | 5Q | SEC ↗ |
| 42 | Trueblood Wealth Management, LLC | 62,256 | 1M | +6,160 | +11.0% | 10Q | SEC ↗ |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,682 | 1M | +27,809 | +82.1% | 3Q | SEC ↗ |
| 44 | Golden State Wealth Management, LLC NEW | 61,012 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 45 | SILVER OAK SECURITIES, INCORPORATED | 58,605 | 1M | +7,436 | +14.5% | 8Q | SEC ↗ |
| 46 | Capital Investment Advisory Services, | 55,250 | 1M | +628 | +1.1% | 9Q | SEC ↗ |
| 47 | WINNACLE WEALTH LLC | 53,962 | 1M | +6,792 | +14.4% | 4Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 52,621 | 1M | +3,983 | +8.2% | 6Q | SEC ↗ |
| 49 | Next Level Private LLC | 52,221 | 1M | +2,402 | +4.8% | 9Q | SEC ↗ |
| 50 | Atlas Wealth LLC | 51,686 | 1M | +6,886 | +15.4% | 4Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Luken Investment Analytics, LLC | 549,594 | 12M |
| VIMA LLC | 83,358 | 2M |
| Golden State Wealth Management, LLC | 61,012 | 1M |
| &PARTNERS | 41,531 | 913K |
| AMERIPRISE FINANCIAL INC | 37,825 | 832K |
| Ameritas Advisory Services, LLC | 35,872 | 789K |
| Uniting Wealth Partners, LLC | 29,773 | 655K |
| Schulz Wealth, LTD. | 23,700 | 521K |
| Moors & Cabot, Inc. | 19,283 | 424K |
| Van Diest Capital, LLC | 15,243 | 335K |
| J.W. COLE ADVISORS, INC. | 14,369 | 316K |
| Kingsview Wealth Management, LLC | 13,093 | 288K |
| LANGLEY WEALTH MANAGEMENT, LLC | 12,829 | 282K |
| MSH Capital Advisors LLC | 12,734 | 280K |
| Csenge Advisory Group | 11,666 | 257K |
| Bank of New Hampshire | 5,440 | 120K |
| TRUST CO OF VERMONT | 2,356 | 52K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wealthspire Retirement, LLC | 645,000 | 14M |
| JANE STREET GROUP, LLC | 60,008 | 1M |
| CITADEL ADVISORS LLC | 41,908 | 922K |
| OLD MISSION CAPITAL LLC | 38,312 | 842K |
| SOUTHERN CAPITAL SERVICES INC /ADV | 23,560 | 518K |
| StoneX Group Inc. | 13,865 | 305K |
| Arkadios Wealth Advisors | 11,844 | 260K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,163 | 245K |
| Atria Investments, Inc | 10,293 | 226K |
| Sound Income Strategies, LLC | 388 | 9K |
| Russell Investments Group, Ltd. | 378 | 8K |
| Rossby Financial, LCC | 283 | 6K |
| Western Wealth Management, LLC | 84 | 2K |
Biggest Increases (20)
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | -85,229 | -9.6% | 804,054 |
| Private Advisor Group, LLC | -64,371 | -22.3% | 224,221 |
| Whipplewood Advisors, LLC | -56,673 | -96.1% | 2,313 |
| Orion Porfolio Solutions, LLC | -31,211 | -62.3% | 18,848 |
| Janney Montgomery Scott LLC | -13,994 | -8.7% | 147,431 |
| Core Wealth Partners LLC | -12,067 | -55.3% | 9,761 |
| Kovack Advisors, Inc. | -9,947 | -25.0% | 29,763 |
| Balboa Wealth Partners | -7,699 | -23.9% | 24,517 |
| Brookstone Capital Management | -3,289 | -12.2% | 23,730 |
| Gateway Wealth Partners, LLC | -3,195 | -19.2% | 13,431 |
| Kestra Advisory Services, LLC | -3,032 | -0.6% | 519,484 |
| CHIRON CAPITAL MANAGEMENT, LLC | -2,785 | -3.4% | 79,663 |
| Bullseye Investment Management, LLC | -2,053 | -36.6% | 3,560 |
| Capital Investment Advisors, LLC | -1,583 | -0.4% | 386,746 |
| Gladstone Institutional Advisory LL | -779 | -1.0% | 80,125 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -162 | -0.5% | 30,288 |
| Park Square Financial Group, LLC | -127 | -83.0% | 26 |
| Pinnacle Wealth Planning Services, | -107 | -26.2% | 302 |
| SBI Securities Co., Ltd. | -2 | -6.7% | 28 |