Public ownership evidence

FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) Ownership Disclosures

Read SDVD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

FT Vest SMID Rising Dividend Achievers Target Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Schulz Wealth, LTD.
Report period
2026-06-30
Available
2026-08-27
Reported shares
23,700
Value (USD)
$547,233
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002011780-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SDVD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SDVD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Schulz Wealth, LTD.2026-06-302026-08-2723,700$547,233None
Kingsview Wealth Management, LLC2026-06-302026-08-2013,093$302,319None
Advyzon Investment Management, LLC2026-06-302026-08-1510,943$252,678None
Ameritas Advisory Services, LLC2026-06-302026-08-1535,872$828,280None
Foundations Investment Advisors, LLC2026-06-302026-08-1588,459$2,042,518None
OSAIC HOLDINGS, INC.2026-06-302026-08-15180,181$4,160,384None
OSAIC HOLDINGS, INC.2026-06-302026-08-15115,075$2,657,082None
OSAIC HOLDINGS, INC.2026-06-302026-08-15257,306$5,941,417None
Orion Porfolio Solutions, LLC2026-06-302026-08-1518,848$435,200None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1516,488$380,708None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1545,194$1,043,529None
&PARTNERS2026-06-302026-08-1541,531$956,599None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1537,825$873,379None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1525,268$583,451None
ROYAL BANK OF CANADA2026-06-302026-08-1557,907$1,337,000None
ROYAL BANK OF CANADA2026-06-302026-08-15549,257$12,682,000None
Larson Financial Group LLC2026-06-302026-08-152,940$67,885None
IHT Wealth Management, LLC2026-06-302026-08-1520,461$472,457None
World Investment Advisors2026-06-302026-08-1511,043$254,983None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,610$244,985None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15813,419$18,781,845None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15339,500$7,839,060None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15937$21,647None
Elevation Advisory Partners LLC2026-06-302026-08-1486,046$1,991,099None
Sanctuary Advisors, LLC2026-06-302026-08-1440,899$944,358None
Delta Investment Management, LLC2026-06-302026-08-14102,998$2,378,223None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,310,382$30,256,724None
Snowden Capital Advisors LLC2026-06-302026-08-14260,940$6,025,111None
MORGAN STANLEY2026-06-302026-08-142$69None
MORGAN STANLEY2026-06-302026-08-145,542$127,965None
Smartleaf Asset Management LLC2026-06-302026-08-13266$6,123None
Integrated Wealth Concepts LLC2026-06-302026-08-1365,388$1,509,860None
Cetera Investment Advisers2026-06-302026-08-13772,597$17,839,272None
Advisory Services Network, LLC2026-06-302026-08-1319,333$446,396None
Faithward Advisors, LLC2026-06-302026-08-1313,512$311,989None
NewEdge Advisors, LLC2026-06-302026-08-138,184$188,971None
Summit Financial, LLC2026-06-302026-08-1337,776$872,239None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13242,494$5,599,183None
STIFEL FINANCIAL CORP2026-06-302026-08-13804,054$18,565,603None
FIRST TRUST ADVISORS LP2026-06-302026-08-12128,579$2,967,453None
MSH Capital Advisors LLC2026-06-302026-08-1212,734$294,028None
LANGLEY WEALTH MANAGEMENT, LLC2026-06-302026-08-1112,829$296,215None
Advisory Advocates, LLC2026-06-302026-08-11156,166$3,605,873None
Balboa Wealth Partners2026-06-302026-08-1124,517$566,092None
1776 Wealth LLC2026-06-302026-08-1142,871$989,891None
Csenge Advisory Group2026-06-302026-08-1111,666$269,368None
Moors & Cabot, Inc.2026-06-302026-08-1119,283$445,244None
Arax Advisory Partners2026-06-302026-08-1172,170$1,666,413None
Pinnacle Wealth Planning Services, Inc.2026-06-302026-08-08302$6,973None
OneDigital Investment Advisors LLC2026-06-302026-08-0815,492$357,710None

90-day public filing window, up to 50 source positions.

Schulz Wealth, LTD. ↗Kingsview Wealth Management, LLC ↗Advyzon Investment Management, LLC ↗Ameritas Advisory Services, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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