| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 48% | +6.8% | $346,315,265 | +$60,263,718 | 16,137,560 | +21% | First Trust Portfolios L.P. | 31 Dec 2025 |
| TRUIST FINANCIAL CORP | 0% | $165,443 | 8,066 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
As of 31 Dec 2025, 93 institutional investors reported holding 11,198,387 shares of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD). This represents 34% of the company’s total 33,348,956 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 3.4% | 1,145,283 | +9.8% | 0.01% | $24,577,773 |
| Steward Partners Investment Advisory, LLC | 2.9% | 979,309 | +2.6% | 0.12% | $21,015,964 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.9% | 965,562 | +6.3% | 0.03% | $20,720,951 |
| LPL Financial LLC | 2.3% | 774,130 | +37% | 0% | $16,612,826 |
| STEPHENS INC /AR/ | 1.9% | 649,359 | +0.5% | 0.17% | $13,935,241 |
| STIFEL FINANCIAL CORP | 1.6% | 532,654 | -24% | 0.01% | $11,430,807 |
| Cetera Investment Advisers | 1.5% | 505,289 | +20% | 0.01% | $10,843,510 |
| ROYAL BANK OF CANADA | 1.5% | 483,800 | -5.5% | 0% | $10,382,000 |
| Kestra Advisory Services, LLC | 1.3% | 433,613 | +9.1% | 0.04% | $9,305,344 |
| Capital Investment Advisors, LLC | 1.1% | 376,530 | -0.14% | 0.12% | $8,080,339 |
| OSAIC HOLDINGS, INC. | 0.99% | 328,578 | -9.4% | 0.01% | $7,051,334 |
| Snowden Capital Advisors LLC | 0.92% | 306,442 | +29% | 0.17% | $6,576,258 |
| Private Advisor Group, LLC | 0.88% | 293,408 | +4.3% | 0.03% | $6,296,520 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.7% | 234,521 | 0.32% | $5,032,821 | |
| Indivisible Partners | 0.56% | 188,317 | 0% | 0.44% | $4,041,281 |
| ENVESTNET ASSET MANAGEMENT INC | 0.53% | 176,475 | -1.8% | 0% | $3,787,151 |
| Janney Montgomery Scott LLC | 0.53% | 175,502 | +5.6% | 0.01% | $3,766,000 |
| G&S Capital LLC | 0.5% | 167,477 | +33% | 1.3% | $3,594,059 |
| RiverTree Advisors, LLC | 0.5% | 166,366 | -1.8% | 2.3% | $3,570,214 |
| FIRST TRUST ADVISORS LP | 0.43% | 144,449 | +16% | 0% | $3,100,411 |
| IFP Advisors, Inc | 0.33% | 110,374 | -11% | 0.05% | $2,368,626 |
| INTEGRITY ALLIANCE, LLC. | 0.32% | 106,304 | +16% | 0.08% | $2,281,301 |
| Stonebridge Financial Planning Group, LLC | 0.31% | 101,798 | -9% | 0.79% | $2,184,589 |
| MTM Investment Management, LLC | 0.29% | 97,705 | +3.2% | 0.67% | $2,096,749 |
| HARBOUR INVESTMENTS, INC. | 0.29% | 97,029 | +2.5% | 0.04% | $2,082,251 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 11,198,387 | $240,431,746 | +$6,993,118 | $21.46 | 93 |
| 2025 Q3 | 11,016,958 | $237,694,928 | +$17,295,059 | $21.62 | 84 |
| 2025 Q2 | 10,218,364 | $209,442,984 | +$10,907,308 | $20.51 | 84 |
| 2025 Q1 | 9,686,003 | $191,569,473 | +$49,752,456 | $19.97 | 80 |
| 2024 Q4 | 7,070,038 | $152,191,023 | +$48,155,898 | $21.52 | 69 |
| 2024 Q3 | 4,442,142 | $98,321,326 | -$2,858,842 | $22.06 | 52 |
| 2024 Q2 | 4,598,841 | $95,778,288 | +$13,501,413 | $20.80 | 47 |
| 2024 Q1 | 3,939,509 | $86,706,357 | +$53,599,963 | $22.01 | 33 |
| 2023 Q4 | 1,504,188 | $30,636,534 | +$28,084,656 | $21.09 | 14 |
| 2023 Q3 | 123,306 | $2,290,647 | +$2,290,647 | $18.58 | 3 |