F
FT Vest SMID Rising Dividend Achievers Target Income
SDVD • BATS
FT Vest SMID Rising Dividend Achievers Target Income is an exchange-traded fund on BATS. As of Q3 2025, 83 institutional investors hold shares in this ETF, with total holdings valued at $245.9M. RAYMOND JAMES FINANCIAL INC is the largest holder with a position valued at $22.6M.
Overview
Overview of institutional ownership in SDVD as of Q3 2025
All Institutions
- Institutions
- 83
- Value Held
- $245.9M
- Shares Held
- 11.5M
- Avg Position
- $3.0M
- Median Position
- $771.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $618.3K
- Shares Held
- 28.6K
- Avg Position
- $618.3K
- Median Position
- $618.3K
Biggest Investors
Institutions with the largest positions in SDVD as of Q3 2025
| Institution | Position Value |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $22.6M 0.01% of portfolio |
$20.6M 0.12% of portfolio | |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $19.6M 0.03% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $15.1M 0.01% of portfolio |
 NFP Retirement, Inc. RIA/Wealth | $14.0M 0.64% of portfolio |
 STEPHENS INC /AR/ RIA/Wealth | $14.0M 0.18% of portfolio |
L LPL Financial LLC Institution | $12.3M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $11.1M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $9.1M 0.01% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $8.6M 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SDVD in Q3 2025
- Traded
- +$31.3M
- Buyers
- 57
- Sellers
- 31
- Total Bought
- +$45.7M
- Total Sold
- −$14.5M
- Avg Position
- $2.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
NFP Retirement, Inc. RIA/Wealth | +$14.0M +787.1K shares |
 Luken Investment Analytics, LLC RIA/Wealth | +$7.6M +351.8K shares |
L LPL Financial LLC Institution | +$3.6M +166.4K shares |
Cetera Investment Advisers RIA/Wealth | +$1.9M +90.2K shares |
+$1.6M +71.8K shares | |
 WINNOW WEALTH LLC RIA/Wealth | +$1.3M +60.3K shares |
+$1.3M +61.1K shares | |
Kestra Advisory Services, LLC RIA/Wealth | +$1.1M +52.0K shares |
STEPHENS INC /AR/ RIA/Wealth | +$1.1M +51.1K shares |
 IFP Advisors, Inc RIA/Wealth | +$992.2K +45.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$4.0M −186.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.4M −66.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.2M −56.1K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$1.0M −50.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$853.9K −41.6K shares |
−$844.7K −41.2K shares | |
 Ergawealth Advisors, Inc. RIA/Wealth | −$803.7K −37.2K shares |
A Advisor Group Holdings, Inc. Institution | −$516.7K −23.9K shares |
R RiverTree Advisors, LLC RIA/Wealth | −$383.6K −17.7K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$379.8K −17.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SDVD in Q3 2025
- New Positions
- 11
- New Value
- $16.2M
- Exited Positions
- 12
- Exited Value
- $5.5M
New Positions
| Institution | Position Value |
|---|---|
NFP Retirement, Inc. RIA/Wealth | $14.0M 787.1K shares |
 RFG Advisory Group, LLC RIA/Wealth | $723.7K 33.5K shares |
$286.9K 13.4K shares | |
J J.W. COLE ADVISORS, INC. Institution | $266.9K 12.3K shares |
 Jaffetilchin Investment Partners, LLC RIA/Wealth | $215.7K 10.0K shares |
 Triumph Capital Management RIA/Wealth | $215.1K 9.9K shares |
A Atlas Wealth LLC Institution | $205.3K 9.5K shares |
Q Qube Research & Technologies Ltd Institution | $190.4K 10.4K shares |
 Farther Finance Advisors, LLC RIA/Wealth | $59.5K 2.8K shares |
 BANK OF AMERICA CORP /DE/ Institution | $11.6K 536.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $1.4M 66.3K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $1.0M 50.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $853.9K 41.6K shares |
$844.7K 41.2K shares | |
 Change Path, LLC RIA/Wealth | $295.2K 14.4K shares |
 NOVEM GROUP RIA/Wealth | $285.1K 13.9K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $261.8K 12.8K shares |
 Independent Wealth Network Inc. RIA/Wealth | $255.8K 12.5K shares |
 L.M. KOHN & COMPANY RIA/Wealth | $204.5K 10.0K shares |
R Ronald Blue Trust, Inc. Institution | $41.0K 2.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in SDVD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SDVD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Luken Investment Analytics, LLC RIA/Wealth | 3.00% $7.6M |
R RiverTree Advisors, LLC RIA/Wealth | 2.37% $3.7M |
 CHIRON CAPITAL MANAGEMENT, LLC RIA/Wealth | 1.67% $2.0M |
WINNOW WEALTH LLC RIA/Wealth | 1.06% $1.3M |
 G&S Capital LLC RIA/Wealth | 1.02% $2.7M |
0.91% $2.4M | |
W Whipplewood Advisors, LLC RIA/Wealth | 0.83% $1.3M |
M MTM Investment Management, LLC RIA/Wealth | 0.65% $2.0M |
NFP Retirement, Inc. RIA/Wealth | 0.64% $14.0M |
Ergawealth Advisors, Inc. RIA/Wealth | 0.51% $1.1M |
Hedge Fund Spotlight
Discover hedge funds investing in SDVD
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerAdam Senator Wiatrak
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
F
Position in FT Vest SMID Rising Dividend Achievers Target Income
- Market Value
- $618.3K
- Shares Held
- 28.6K
- Portfolio Weight
- 0.28%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
