Vault-13

FIRST TR EXCH TRADED FD III SDVD

FT VEST SMID · ETP · CUSIP 33738D820

97 institutional holders +11 vs Q3 2025
12,314,88912.3m shares reported held*
$264.4mreported value*
16 new 43 added 24 reduced 8 sold out net bought ≈ $7.0m (+323.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($71.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.47.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 4Q4 23: 15Q1 24: 34Q2 24: 48Q3 24: 53Q4 24: 69Q1 25: 84Q2 25: 88Q3 25: 86Q4 25: 9797Q3 23Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q3 20234
Q4 202315
Q1 202434
Q2 202448
Q3 202453
Q4 202469
Q1 202584
Q2 202588
Q3 202586
Q4 202597

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 32 bought or addedQ1 24: 3 cut or sold outQ2 24: 37 bought or addedQ2 24: 8 cut or sold outQ2 24Q3 24: 45 bought or addedQ3 24: 10 cut or sold outQ4 24: 56 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 16 cut or sold outQ2 25: 55 bought or addedQ2 25: 33 cut or sold outQ2 25Q3 25: 58 bought or addedQ3 25: 30 cut or sold outQ4 25: 59 bought or addedQ4 25: 32 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024323
Q2 2024378
Q3 20244510
Q4 2024564
Q1 20256516
Q2 20255533
Q3 20255830
Q4 20255932

Biggest buyers

CREATIVE FINANCIAL DESIGNS INC /ADV New +234,521+234.5k
LPL Financial LLC Added +207,481+207.5k
RAYMOND JAMES FINANCIAL INC Added +101,870+101.9k
Cetera Investment Advisers Added +83,071+83.1k
Delta Investment Management, LLC New +81,116+81.1k
Snowden Capital Advisors LLC Added +68,003+68.0k
Arax Advisory Partners New +60,194+60.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +57,407+57.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +42,650+42.6k
G&S Capital LLC Added +41,757+41.8k

Biggest sellers

Luken Investment Analytics, LLC Reduced -349,206-349.2k
Prospera Financial Services Inc Sold out -173,853-173.9k
STIFEL FINANCIAL CORP Reduced -165,960-166.0k
Cambridge Investment Research Advisors, Inc. Reduced -111,384-111.4k
Ameritas Advisory Services, LLC Sold out -55,666-55.7k
Ergawealth Advisors, Inc. Sold out -48,603-48.6k
OSAIC HOLDINGS, INC. Reduced -34,034-34.0k
ROYAL BANK OF CANADA Reduced -28,071-28.1k
StoneX Group Inc. Reduced -26,183-26.2k
Sanctuary Advisors, LLC Reduced -24,951-25.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -1.8 pts · filed 2026-10-22 42.9% -1.8 pts 17.3m≈ $399.1m 2026-10-22

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,145,2831.1m $24.6m $24.6m 0.01% Added +101.9k +101,870
2 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 979,309979.3k $21.0m $21.0m 0.12% Added +24.8k +24,849
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 965,562965.6k $20.7m $20.7m 0.03% Added +57.4k +57,407
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 774,130774.1k $16.6m $16.6m 0.00% Added +207.5k +207,481
5 STEPHENS INC /AR/ 0.17% of their portfolio LITTLE ROCK, AR 649,359649.4k $13.9m $13.9m 0.17% Added +3.2k +3,238
6 SOUTHERN CAPITAL SERVICES INC /ADV 8.04% of their portfolio DAPHNE, AL 594,836594.8k $12.8m $12.8m 8.04% First filing
7 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 532,654532.7k $11.4m $11.4m 0.01% Reduced -166.0k -165,960
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 505,289505.3k $10.8m $10.8m 0.01% Added +83.1k +83,071
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 483,800483.8k $10.4m $10.4m 0.00% Reduced -28.1k -28,071
10 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 433,613433.6k $9.3m $9.3m 0.04% Added +36.2k +36,231
11 Capital Investment Advisors, LLC 0.12% of their portfolio ATLANTA, GA 376,530376.5k $8.1m $8.1m 0.12% Reduced -516 -516
12 Z3 Capital Partners, LLC 1.70% of their portfolio RICHMOND, VA 330,357330.4k $7.1m $7.1m 1.70% First filing
13 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 328,578328.6k $7.1m $7.1m 0.01% Reduced -34.0k -34,034
14 Snowden Capital Advisors LLC 0.17% of their portfolio New York, NY 306,442306.4k $6.6m $6.6m 0.17% Added +68.0k +68,003
15 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 293,408293.4k $6.3m $6.3m 0.03% Added +12.1k +12,106
16 CREATIVE FINANCIAL DESIGNS INC /ADV 0.32% of their portfolio KOKOMO, IN 234,521234.5k $5.0m $5.0m 0.32% New
17 Indivisible Partners 0.44% of their portfolio CLEARWATER, FL 188,317188.3k $4.0m $4.0m 0.44% First filing
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 176,475176.5k $3.8m $3.8m 0.00% Reduced -3.3k -3,292
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 175,502175.5k $3.8m $3.8m 0.01% Added +9.3k +9,318
20 G&S Capital LLC 1.27% of their portfolio DENVER, CO 167,477167.5k $3.6m $3.6m 1.27% Added +41.8k +41,757
21 RiverTree Advisors, LLC 2.28% of their portfolio WINTER PARK, FL 166,366166.4k $3.6m $3.6m 2.28% Reduced -3.1k -3,051
22 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 144,449144.4k $3.1m $3.1m 0.00% Added +20.2k +20,232
23 Advisory Advocates, LLC 3.06% of their portfolio GRAND RAPIDS, MI 143,180143.2k $3.1m $3.1m 3.06% First filing
24 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 110,374110.4k $2.4m $2.4m 0.05% Reduced -13.0k -12,953
25 INTEGRITY ALLIANCE, LLC. 0.08% of their portfolio Urbandale, IA 106,304106.3k $2.3m $2.3m 0.08% Added +14.7k +14,657
26 Stonebridge Financial Planning Group, LLC 0.79% of their portfolio ORLANDO, FL 101,798101.8k $2.2m $2.2m 0.79% Reduced -10.0k -10,010
27 MTM Investment Management, LLC 0.67% of their portfolio SPARTANBURG, SC 97,70597.7k $2.1m $2.1m 0.67% Added +3.0k +3,000
28 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 97,02997.0k $2.1m $2.1m 0.04% Added +2.3k +2,335
29 Delta Investment Management, LLC 0.30% of their portfolio SAN FRANCISCO, CA 81,11681.1k $1.7m $1.7m 0.30% New
30 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio ORLANDO, FL 60,73760.7k $1.3m $1.3m 0.09% Added +6.3k +6,327
31 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 60,19460.2k $1.3m $1.3m 0.04% New
32 Whipplewood Advisors, LLC 0.81% of their portfolio LITTLETON, CO 59,00159.0k $1.3m $1.3m 0.81% Added +354 +354
33 Cambridge Advisors Inc. 0.24% of their portfolio OMAHA, NE 58,79858.8k $1.3m $1.3m 0.24% Added +3.4k +3,373
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 51,87951.9k $1.1m $1.1m 0.00% Reduced -111.4k -111,384
35 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 51,44351.4k $1.1m $1.1m 0.02% Added +22.5k +22,500
36 Trueblood Wealth Management, LLC 0.40% of their portfolio LIMA, OH 47,74047.7k $1.0m $1.0m 0.40% Added +16.5k +16,549
37 Next Level Private LLC 0.27% of their portfolio HARRISON, NY 47,42247.4k $1.0m $1.0m 0.27% Added +11.1k +11,068
38 WINNACLE WEALTH LLC 0.77% of their portfolio WACO, TX 47,40947.4k $1.0m $1.0m 0.77% Reduced -12.9k -12,925
39 Capital Investment Advisory Services, LLC 0.07% of their portfolio RALEIGH, NC 47,37847.4k $1.0m $1.0m 0.07% Added +4.2k +4,194
40 CWM, LLC 0.00% of their portfolio OMAHA, NE 44,64844.6k $958.0k $958.0k 0.00% Added +19.4k +19,357
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,65042.6k $915.3k $915.3k 0.00% New
42 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 42,17542.2k $905.1k $905.1k 0.02% Added +8.7k +8,701
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 42,12942.1k $904.1k $904.1k 0.00% Added +19.3k +19,267
44 1776 Wealth LLC 0.34% of their portfolio ATLANTA, GA 41,93741.9k $900.0k $900.0k 0.34% Added +3.9k +3,946
45 Jaffetilchin Investment Partners, LLC 0.05% of their portfolio TAMPA, FL 40,31440.3k $865.1k $865.1k 0.05% Added +30.3k +30,337
46 Maia Wealth LLC 0.16% of their portfolio DENVER, CO 40,30840.3k $932.7k $932.7k 0.16% Reduced -3.3k -3,345
47 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 37,17037.2k $806.2k $806.2k 0.05% Added +1.5k +1,503
48 Kovack Advisors, Inc. 0.04% of their portfolio FT. LAUDERDALE, FL 36,98737.0k $793.7k $793.7k 0.04% New
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,88336.9k $791.5k $791.5k 0.00% Reduced -3.1k -3,079
50 TrueWealth Advisors, LLC 0.20% of their portfolio BIRMINGHAM, AL 36,24736.2k $777.9k $777.9k 0.20% Added +1.6k +1,596
51 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 34,20834.2k $734.1k $734.1k 0.03% Reduced -6.4k -6,448
52 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 33,40033.4k $716.8k $716.8k 0.01% New
53 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 31,37931.4k $673.0k $673.0k 0.02% Added +8.8k +8,764
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,81830.8k $661.4k $661.4k 0.00% Added +2.8k +2,776
55 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 30,07530.1k $645.4k $645.4k 0.03% Reduced -407 -407
56 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 26,69026.7k $572.8k $572.8k 0.00% Reduced -25.0k -24,951
57 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 26,47926.5k $568.2k $568.2k 0.01% Added +11.8k +11,800
58 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 26,40426.4k $566.6k $566.6k 0.00% Added +3.5k +3,484
59 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 25,36025.4k $544.2k $544.2k 0.01% Added +2.1k +2,148
60 Atlas Wealth LLC 0.16% of their portfolio CINCINNATI, OH 25,05425.1k $537.7k $537.7k 0.16% Added +15.6k +15,560
61 TKG Advisors, LLC 0.22% of their portfolio VALPARAISO, IN 24,94424.9k $535.3k $535.3k 0.22% Added +8.0k +7,997
62 Signature Equity Partners, LLC 0.29% of their portfolio COLUMBUS, OH 24,82824.8k $532.8k $532.8k 0.29% First filing
63 Schulz Wealth, LTD. 0.33% of their portfolio MANSFIELD, TX 23,70023.7k $508.6k $508.6k 0.33% Unchanged
64 Core Wealth Partners LLC 0.23% of their portfolio SANTA ROSA, CA 23,28823.3k $499.8k $499.8k 0.23% Reduced -5.3k -5,311
65 Balboa Wealth Partners 0.08% of their portfolio SCOTTSDALE, AZ 21,38721.4k $459.0k $459.0k 0.08% Added +610 +610
66 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 20,60920.6k $442.4k $442.4k 0.00% First filing
67 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 18,94218.9k $406.5k $406.5k 0.01% Added +3.9k +3,914
68 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 18,69418.7k $401.2k $401.2k 0.02% Reduced -26.2k -26,183
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,60317.6k $390.4k $390.4k 0.00% Added +4.2k +4,182
70 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 15,45115.5k $331.6k $331.6k 0.01% New
71 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 14,59114.6k $313.1k $313.1k 0.00% Unchanged
72 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 14,30514.3k $307.0k $307.0k 0.00% Unchanged
73 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 14,21114.2k $305.0k $305.0k 0.01% Added +1.9k +1,865
74 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 14,04214.0k $301.3k $301.3k 0.00% Reduced -3.0k -2,951
75 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 11,74211.7k $252.0k $252.0k 0.00% Reduced -3.2k -3,205
76 Faithward Advisors, LLC 0.04% of their portfolio LANCASTER, PA 11,49411.5k $246.7k $246.7k 0.04% Reduced -6.8k -6,825
77 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 11,01411.0k $236.4k $236.4k 0.00% New
78 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 10,19010.2k $218.7k $218.7k 0.00% New
79 Triumph Capital Management 0.05% of their portfolio DENVER, CO 9,8879.9k $212.2k $212.2k 0.05% Reduced -62 -62
80 NOVEM GROUP 0.02% of their portfolio Rochester, NY 9,5499.5k $204.9k $204.9k 0.02% New
81 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,8037.8k $167.5k $167.5k 0.00% Added +799 +799
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,3245.3k $114.3k $114.3k 0.00% Added +107 +107
83 Wagner Wealth Management, LLC 0.02% of their portfolio GREENVILLE, SC 3,4793.5k $74.7k $74.7k 0.02% New
84 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,9402.9k $63.1k $63.1k 0.00% New
85 Luken Investment Analytics, LLC 0.02% of their portfolio BRENTWOOD, TN 2,5652.6k $55.0k $55.0k 0.02% Reduced -349.2k -349,206
86 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 2,5002.5k $53.6k $53.6k 0.00% New
87 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,4502.5k $52.6k $52.6k 0.00% Reduced -300 -300
88 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,3642.4k $50.7k $50.7k 0.00% Unchanged
89 Catherine Avery Investment Management LLC 0.03% of their portfolio LONGBOAT KEY, FL 2,1632.2k $46.4k $46.4k 0.03% Unchanged
90 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,2001.2k $25.8k $25.8k 0.00% Unchanged
91 COMERICA BANK 0.00% of their portfolio DALLAS, TX 496496 $10.6k $10.6k 0.00% Unchanged
92 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 470470 $10.1k $10.1k 0.00% New
93 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 418418 $9.0k $9.0k 0.00% New
94 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 388388 $8.7k $8.7k 0.00% New
95 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 7272 $1.5k $1.5k 0.00% Reduced -1.0k -1,021
96 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 2020 $430 $430 0.00% Unchanged
97 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $28 $28 0.00% Added +1 +1