SDVD

Ft Vest Smid Rising Dividend

+$55.8M

Net Activity

Institutions Holding

104

Popularity Rank

#4356

Avg Weight

0.22%

Total Value

$320.2M

Ownership Trend

104 institutions currently hold SDVD, with 75 net buyers and 28 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

28

Net Buying Institutions

75

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$27.5M
SP
Steward Partners Investment Advisory, LLC
$26.2M
CE
Commonwealth Equity Services, LLC
$24.3M
RJ
Raymond James Financial INC
$23.1M
SF
Stifel Financial CORP
$19.3M

Top 5 by Conviction

AA
Advisory Advocates, LLC
3.33%
RA
RiverTree Advisors, LLC
2.45%
ZC
Z3 Capital Partners, LLC
1.89%
CC
Chiron Capital Management, LLC
1.83%
EA
Elevation Advisory Partners LLC
1.53%
View all 104 holding institutions

Quarterly Activity

Recent Activity

+$265.1M

Total Buy Value

$71.1M

Total Sell Value

New buy13
Trim23
Add62
Sold out5

75

Net Buyers

28

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FT VEST SMID RISING DIVIDEND (SDVD)?
Major stakeholders currently include LPL Financial LLC ($27.5M), Steward Partners Investment Advisory, LLC ($26.2M), Commonwealth Equity Services, LLC ($24.3M). Based on the latest 13F filings, there are a total of 104 tracked investment funds and institutions maintaining positions in SDVD.
What is the overall institutional sentiment toward SDVD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $55.8M, driven by 75 managers accumulating shares while 28 reduced their exposure.
Which institutions have been selling or reducing their SDVD positions?
In the latest period, 23 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $71.1M.
Are there any notable investors adding SDVD to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 62 existing holders added to their shares. The total reported buy value for the quarter amounted to $265.1M.

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