Who Owns FIRST TR EXCHANGE TRADED FD (SDVY)? -- Institutional Holders (2026-06-30)

613 institutions reported holding $9.05B of FIRST TR EXCHANGE TRADED FD (SDVY) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.12B), MORGAN STANLEY ($796.6M), RAYMOND JAMES FINANCIAL INC ($664.0M), WELLS FARGO & COMPANY/MN ($572.0M), BANK OF AMERICA CORP /DE/ ($428.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.12B26.0MAdded
2MORGAN STANLEY$796.6M18.5MTrimmed
3RAYMOND JAMES FINANCIAL INC$664.0M15.4MAdded
4WELLS FARGO & COMPANY/MN$572.0M13.3MAdded
5BANK OF AMERICA CORP /DE/$428.9M9.9MAdded
6Cetera Investment Advisers$356.1M8.3MAdded
7Royal Bank of Canada$292.1M6.8MAdded
8UBS Group AG$289.6M6.7MAdded
9Capital Investment Advisors, LLC$204.1M4.7MAdded
10HARBOUR INVESTMENTS, INC.$173.3M4.0MAdded
11STIFEL FINANCIAL CORP$170.3M3.9MAdded
12COMMONWEALTH EQUITY SERVICES, LLC$157.4M3.6MAdded
13PARK NATIONAL CORP /OH/$152.3M3.5MAdded
14ENVESTNET ASSET MANAGEMENT INC$145.0M3.4MTrimmed
15OSAIC HOLDINGS, INC.$139.1M3.2MAdded
16HighTower Advisors, LLC$136.5M3.2MAdded
17TRUIST FINANCIAL CORP$118.8M2.8MAdded
18LVZ, Inc.$116.7M2.7MAdded
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111.0M2.6MAdded
20Cambridge Investment Research Advisors, Inc.$106.9M2.5MTrimmed
21JONES FINANCIAL COMPANIES LLLP$79.2M1.8MAdded
22BLAIR WILLIAM & CO/IL$77.3M1.8MAdded
23Baird Financial Group, Inc.$75.9M1.8MAdded
24Kestra Advisory Services, LLC$73.4M1.7MAdded
25MML INVESTORS SERVICES, LLC$72.6M1.7MAdded

Source: SEC Form 13F filings · as of 2026-06-30