Who Owns FIRST TR EXCHANGE-TRADED FD (SDVD)? -- Institutional Holders (2026-06-30)
119 institutions reported holding $367.2M of FIRST TR EXCHANGE-TRADED FD (SDVD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($36.4M), Steward Partners Investment Advisory, LLC ($30.3M), RAYMOND JAMES FINANCIAL INC ($26.9M), COMMONWEALTH EQUITY SERVICES, LLC ($26.0M), STIFEL FINANCIAL CORP ($18.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $36.4M | 1.6M | Added |
| 2 | Steward Partners Investment Advisory, LLC | $30.3M | 1.3M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $26.9M | 1.2M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $26.0M | 1.1M | Added |
| 5 | STIFEL FINANCIAL CORP | $18.6M | 804,054 | Trimmed |
| 6 | Cetera Investment Advisers | $17.8M | 772,597 | Added |
| 7 | STEPHENS INC /AR/ | $15.7M | 678,876 | Added |
| 8 | Royal Bank of Canada | $14.0M | 607,164 | Added |
| 9 | OSAIC HOLDINGS, INC. | $12.8M | 552,562 | Added |
| 10 | Luken Investment Analytics, LLC | $12.7M | 549,594 | New |
| 11 | Kestra Advisory Services, LLC | $12.0M | 519,484 | Trimmed |
| 12 | Capital Investment Advisors, LLC | $8.9M | 386,746 | Trimmed |
| 13 | Z3 Capital Partners, LLC | $8.1M | 349,449 | Added |
| 14 | Indivisible Partners | $7.6M | 329,479 | Added |
| 15 | Snowden Capital Advisors LLC | $6.0M | 260,940 | Added |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.8M | 252,242 | Added |
| 17 | HARBOUR INVESTMENTS, INC. | $5.6M | 242,494 | Added |
| 18 | Private Advisor Group, LLC | $5.2M | 224,221 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 222,832 | Added |
| 20 | IFP Advisors, Inc | $4.7M | 203,442 | Added |
| 21 | RiverTree Advisors, LLC | $4.5M | 196,412 | Added |
| 22 | G&S Capital LLC | $4.3M | 186,523 | Added |
| 23 | Advisory Advocates, LLC | $3.6M | 156,166 | Added |
| 24 | INTEGRITY ALLIANCE, LLC. | $3.5M | 149,469 | Added |
| 25 | Janney Montgomery Scott LLC | $3.4M | 147,431 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30