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
InstitutionMorgan Stanley
Latest Disclosed Ownership18,583,991 shares
Latest Disclosed Value $ 732,766,845
Morgan Stanley reports 3.55% increase in ownership of SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 18,583,991 shares of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (US:SDVY) valued at $732,766,765 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 17,946,856 shares of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF. This represents a change in shares of 3.55% during the quarter. The current value of the position is $772,350,666 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 18,583,991 637,135 3.55 732,767 6.55 0.0441
2026-05-27 2025-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 17,946,856 130,885 0.73 687,724 1.53 0.0411
2026-02-13 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 17,946,856 130,885 687,724 0.0411
2026-05-27 2025-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 17,815,971 -1,897,427 -9.63 677,354 -2.61 0.0410
2025-11-14 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 17,815,971 -1,897,427 677,354 0.0410
2025-08-15 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 19,713,398 239,379 1.23 695,489 6.61 0.0453
2025-05-15 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 19,474,019 744,115 3.97 652,380 -2.84 0.0466
2025-05-15 2024-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 18,729,904 3,776,261 25.25 671,467 23.43 0.0470
2025-02-14 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 18,729,904 3,776,261 671,467 0.0470
2025-05-14 2024-09-30 13F/A-2 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 14,953,643 2,496,258 20.04 544,014 30.83 0.0394
2025-02-14 2024-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 14,953,643 2,496,258 544,014 0.0394
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 14,953,643 2,496,258 544,014 0.0047
2025-05-14 2024-06-30 13F/A-2 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 12,457,385 2,003,182 19.16 415,828 14.23 0.0322
2024-10-17 2024-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 12,457,385 2,003,182 415,828 0.0322
2024-08-14 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 12,457,385 2,003,182 415,828 0.0322
2024-10-17 2024-03-31 13F/A-2 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 10,454,203 4,222,732 67.76 364,015 78.26 0.0292
2024-08-16 2024-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 10,454,203 4,222,732 364,015 0.0034
2024-05-15 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 10,454,203 4,222,732 364,015 0.0292
2024-08-16 2023-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 6,231,471 2,254,400 56.68 204,205 81.88 0.0180
2024-02-13 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 6,231,471 2,254,400 204,205 0.0180
2023-11-15 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 3,977,071 2,562,005 181.05 112,273 180.26 0.0114
2023-08-14 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,415,066 -46,017 -3.15 40,061 2.88 0.0039
2023-05-15 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,461,083 -259,316 -15.07 38,939 -13.12 0.0042
2023-02-14 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,720,399 -294,414 -14.61 44,816 -3.83 0.0051
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 2,014,813 233,574 13.11 46,603 9.56 0.0064
2022-10-27 2022-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,781,239 396,382 28.62 42,536 10.21 0.0055
2022-08-15 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,781,239 396,382 42,536 0.0011
2022-10-27 2022-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,384,857 1,382,243 52,878.46 38,596 48,755.70 0.0052
2022-05-13 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,384,857 1,382,243 38,596 0.0052
2022-02-14 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 2,614 2,614 79 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.