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
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership537,002 shares
Latest Disclosed Value $ 20,577,917
Equitable Holdings, Inc. reports 4.37% decrease in ownership of SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 537,002 shares of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (US:SDVY) valued at $21,173,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 561,529 shares of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF. This represents a change in shares of -4.37% during the quarter. The current value of the position is $22,215,773 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)
2026-05-15 2026-03-31 13F FIRST TR EXCHANGE TRADED FD SMID RISNG ETF 33741X102 537,002 -24,527 -4.37 20,578 -4.37 0.1325
2026-02-17 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 561,529 51,337 10.06 21,518 10.93 0.1471
2025-11-14 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 510,192 1,957 0.39 19,397 8.18 0.1426
2025-08-15 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 508,235 68,902 15.68 17,931 21.83 0.1478
2025-05-13 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 439,333 102,831 30.56 14,718 22.00 0.1397
2025-02-12 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 336,502 83,319 32.91 12,064 30.98 0.1148
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 253,183 85,494 50.98 9,211 64.55 0.0892
2024-08-14 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 167,689 24,072 16.76 5,597 11.94 0.0589
2024-05-14 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 143,617 43,006 42.74 5,001 51.65 0.0563
2024-02-13 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 100,611 35,067 53.50 3,297 78.22 0.0407
2023-11-14 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 65,544 21,761 49.70 1,850 49.31 0.0265
2023-08-15 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 43,783 4,813 12.35 1,239 19.36 0.0178
2023-05-15 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 38,970 11,455 41.63 1,039 44.97 0.0166
2023-02-14 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 27,515 7,958 40.69 717 58.41 0.0125
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 19,557 -1,970 -9.15 452 -12.06 0.0088
2022-08-15 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 21,527 -3,479 -13.91 514 -26.26 0.0098
2022-05-13 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 25,006 7,746 44.88 697 33.27 0.0114
2022-02-11 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 17,260 1,805 11.68 523 19.68 0.0082
2021-11-12 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 15,455 1,165 8.15 437 5.05 0.0075
2021-08-11 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 14,290 1,390 10.78 416 13.66 0.0072
2021-05-14 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 12,900 0 0.00 366 19.61 0.0077
2021-02-09 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 12,900 12,900 306 0.0070
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.