First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
US ˙ NasdaqGM ˙ US33741X1028

SecuritySDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership16,428 shares
Latest Disclosed Value $ 647,756
IFP Advisors, Inc reports 9.42% increase in ownership of SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 16,428 shares of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (US:SDVY) valued at $647,756 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 15,014 shares of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF. This represents a change in shares of 9.42% during the quarter. The current value of the position is $676,341 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F FIRST TR EXCHANGE TRADED FD mc 33741X102 16,428 1,414 9.42 648 12.52 0.0134
2026-02-06 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 15,014 5,748 62.03 575 63.35 0.0129
2026-02-06 2025-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF mc 33741X102 9,266 -10,700 -53.59 352 -50.00 0.0091
2025-12-02 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF mc 33741X102 9,272 -10,694 353 0.0091
2025-07-24 2025-06-30 13F FIRST TR EXCHANGE-TRADED mc 33741X102 19,966 -9,894 -33.13 704 -29.60 0.0200
2025-05-05 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 29,860 -61,305 -67.25 1,000 -69.40 0.0308
2025-02-04 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 91,165 25,745 39.35 3,268 37.37 0.1070
2025-02-04 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 65,420 13,372 25.69 2,380 36.96 0.0858
2024-07-30 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 52,048 -2,065 -3.82 1,737 -7.80 0.0689
2024-07-30 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 54,113 -8,438 -13.49 1,884 -8.05 0.0826
2024-01-09 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 62,551 15,693 33.49 2,050 54.99 0.0968
2023-10-12 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 46,858 16,231 53.00 1,323 52.48 0.0595
2023-08-14 2023-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33741X102 30,627 -1,607 -4.99 867 27.69 0.0363
2023-08-04 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 30,627 -1,607 646 0.0299
2023-04-18 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 32,234 -45,546 -58.56 680 67,800.00 0.0296
2023-02-07 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 77,780 2,597 3.45 2 -99.94 0.0439
2022-11-08 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33741X102 75,183 1,168 1.58 1,588 1.60 0.0414
2022-09-06 2022-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33741X102 74,015 0 0.00 1,563 0.00 0.0501
2022-08-12 2022-06-30 13F FIRST TR EXCHANGETRADED FD SMID RISNG ETF CEF 33741X102 16,796 -57,219 353 0.6320
2022-09-06 2022-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33741X102 74,015 74,015 1,563 0.0501
2022-08-08 2022-03-31 13F FIRST TR EXCHANGETRADED FD SMID RISNG ETF CEF 33741X102 27,135 27,135 569 0.0116
2021-07-13 2021-06-30 13F FIRST TR EXCHANGETRADED FD SMID RISNG ETF CEF 33741X102 0 0 0 0.0000
2021-04-30 2021-03-31 13F FIRST TR EXCHANGETRADED FD SMID RISNG ETF CEF 33741X102 0 0 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.