§ EQUITY
USDSDVD
FT VEST SMID RISING DIVIDEND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
81 increased/new, 20 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 1.3M | 0.0% | +64% |
| Steward Partners Investment Advisory, LLC | 1.2M | 0.1% | +23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.1M | 0.0% | +16% |
| RAYMOND JAMES FINANCIAL INC | 1.1M | 0.0% | −7% |
| STIFEL FINANCIAL CORP | 889K | 0.0% | +67% |
| Cetera Investment Advisers | 701K | 0.0% | +39% |
◇ AC INTELLIGENCE
Top institutional owners for SDVD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.8% · 98 holders
INCOME / DEFENSIVE4.2% · 1 holder
DEALER / BANK3.9% · 3 holders
PASSIVE / INDEX0.8% · 1 holder
TACTICAL / MACRO0.3% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SDVD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SDVD yet.