SDVD institutional holders

FT Vest SMID Rising Dividend Achievers Target Income ETF · 113 reporting institutions · $369.3M reported value

Funds that can replace SDVD · SDVD return decomposition

Institutional holdings

Institutions reporting SDVD, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$36.4M23,4582026-06-30
Steward Partners Investment Advisory, LLC$30.3M4812026-06-30
Raymond James Financial Inc$26.9M02026-06-30
Commonwealth Equity Services, LLC$26M2,8632026-06-30
Stifel Financial Corp$18.6M02026-06-30
Cetera Investment Advisers$17.8M10,3702026-06-30
Stephens Inc /ar$15.7M2432026-06-30
Royal Bank of Canada$14M02026-06-30
Osaic Holdings, Inc.$12.8M02026-06-30
Luken Investment Analytics, LLC$12.7M52026-06-30
Kestra Advisory Services, LLC$12M1,4792026-06-30
Capital Investment Advisors, LLC$8.9M592026-06-30
Z3 Capital Partners, LLC$8.1M32026-06-30
Indivisible Partners$7.6M342026-06-30
Snowden Capital Advisors LLC$6M1222026-06-30
Creative Financial Designs Inc /adv$5.8M02026-06-30
Harbour Investments, Inc.$5.6M2472026-06-30
Bullseye Investment Management, LLC$5.2M42025-09-30
Private Advisor Group, LLC$5.2M9272026-06-30
Envestnet Pmc$5.1M602026-06-30
Ifp Advisors, Inc$4.7M3182026-06-30
Rivertree Advisors, LLC$4.5M22026-06-30
G&S Capital LLC$4.3M62026-06-30
Advisory Advocates, LLC$3.6M72026-06-30
Integrity Alliance, Llc.$3.5M3532026-06-30
First Trust Advisors LP$3M6072026-06-30
Mtm Investment Management, LLC$2.6M52026-06-30
Stonebridge Financial Planning Group, LLC$2.4M52026-06-30
Delta Investment Management, LLC$2.4M262026-06-30
Rfg Advisory, LLC$2.3M1912026-06-30
Foundations Investment Advisors, LLC$2M3022026-06-30
Elevation Advisory Partners LLC$2M32026-06-30
Vima LLC$1.9M122026-06-30
International Assets Investment Management, LLC$1.9M1222026-06-30
Gladstone Institutional Advisory LLC$1.9M1082026-06-30
Chiron Capital Management, LLC$1.8M12026-06-30
Cwm, LLC$1.7M6672026-03-31
Arax Advisory Partners$1.7M2322026-06-30
Cambridge Advisors Inc.$1.5M42026-06-30
Integrated Wealth Concepts LLC$1.5M4802026-06-30
Independent Financial Group, LLC$1.5M4812026-06-30
Trueblood Wealth Management, LLC$1.4M52026-06-30
Susquehanna International Group, LLP$1.4M02026-06-30
Golden State Wealth Management, LLC$1.4M472026-06-30
Silver Oak Securities, Incorporated$1.4M1172026-06-30
Capital Investment Advisory Services, LLC$1.3M1032026-06-30
Winnacle Wealth, LLC$1.2M62026-06-30
MML Investors Services, LLC$1.2M5,1202026-06-30
Next Level Private LLC$1.2M142026-06-30
Atlas Wealth LLC$1.2M52026-06-30
Concurrent Investment Advisors, LLC$1.1M3492026-06-30
Maia Wealth LLC$1M412026-06-30
1776 Wealth LLC$989.9K22026-06-30
&partners$956.6K5552026-06-30
Sanctuary Advisors, LLC$944.4K4012026-06-30
Ameriprise Financial Inc$873.4K02026-06-30
Summit Financial, LLC$872.2K2292026-06-30
Truewealth Advisors, LLC$848.8K142026-06-30
Hightower Advisors, LLC$831.5K1,0462026-06-30
Ameritas Advisory Services, LLC$828.3K5502026-06-30
Nations Financial Group Inc, /ia/ /adv$699.4K02026-06-30
Kovack Advisors, Inc.$688.7K2582026-06-30
Uniting Wealth Partners$687.5K162026-06-30
Tkg Advisors, LLC$660.4K42026-06-30
Signature Equity Partners, LLC$631.6K342026-06-30
Pinnacle Financial Partners, Inc.$583.5K02026-06-30
Synovus Financial Corp$580.1K02025-09-30
Balboa Wealth Partners, Inc.$566.1K262026-06-30
Brookstone Capital Management$547.9K3372026-06-30
Schulz Wealth, Ltd.$547.2K32026-06-30
Envestnet Portfolio Solutions, Inc.$540.9K32026-06-30
Iht Wealth Management LLC$472.5K1592026-06-30
Advisory Services Network$446.4K2532026-06-30
Moors & Cabot, Inc.$445.2K822026-06-30
Triumph Capital Management$442.5K142026-06-30
Orion Porfolio Solutions, LLC$435.2K1992026-06-30
Novem Group$413.2K322026-06-30
Ae Wealth Management LLC$401.3K4712026-06-30
Kestra Private Wealth Services, LLC$378.8K2062026-06-30
Onedigital Investment Advisors LLC$357.7K3862026-06-30
Van Diest Capital, LLC$352K82026-06-30
J.W. Cole Advisors, Inc.$331.8K4992026-06-30
Faithward Advisors, LLC$312K182026-06-30
Gateway Wealth Partners, LLC$310.1K1012026-06-30
Kingsview Wealth Management, LLC$302.3K1152026-06-30
Langley Wealth Management, LLC$296.2K42026-06-30
Msh Capital Advisors LLC$294K202026-06-30
Csenge Advisory Group$269.4K752026-06-30
World Investment Advisors$255K3592026-06-30
Advyzon Investment Management, LLC$252.7K22026-06-30
Quad-Cities Investment Group, LLC$232.3K72026-06-30
Core Wealth Partners LLC$225.4K52026-06-30
Newedge Advisors$189K6012026-06-30
Morgan Stanley$128K23,1852026-06-30
Bank of New Hampshire$125.6K02026-06-30
Sunbelt Securities, Inc.$97.7K632026-03-31
Wagner Wealth Management, LLC$80.7K52026-06-30
Larson Financial Group LLC$67.9K672026-06-30
Farther Finance Advisors, LLC$56.6K3342026-06-30
Geneos Wealth Management, Inc.$55.4K1932026-06-30
Lanark Financial, Inc.$54.6K692026-06-30
Trust Co of Vermont$54.4K02026-06-30
Whipplewood Advisors, LLC$53.4K52026-06-30
Wells Fargo & Company/mn$21.6K02026-06-30
Comerica Bank$10.6K02025-12-31
Pinnacle Wealth Planning Services, Inc.$7K202026-06-30
Smartleaf Asset Management LLC$6.1K92026-06-30
Janney Montgomery Scott LLC$3.4K1,3422026-06-30
Cambridge Investment Research Advisors, Inc.$1K3,9402026-03-31
Capital Analysts, LLC$1K6082026-06-30
Sbi Securities Co., Ltd.$64702026-06-30
Park Square Financial Group LLC$60052026-06-30
Dhjj Financial Advisors, Ltd.$46272026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30