13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
SDVD

FIRST TR EXCH TRADED FD III

111 institutions still hold FIRST TR EXCH TRADED FD III as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D820·111 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$248M
57.0% inst. owned
of float
Holders
111
+64 QoQ
filers reporting
Activity
+74 / −15
+912 added · −824 reduced
this quarter
Concentration
11.09%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported SDVD in Q1 2026. LPL Financial LLC leads at 11.1% of the visible book. +64 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$27M1.3M0.01%Q1 202602
Steward Partners Investment Advisory, LLC
CIK 0001723397
$26M1.2M0.13%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$24M1.1M0.03%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M1.1M0.01%Q1 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$19M889K0.02%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$15M701K0.02%Q1 202607
STEPHENS INC /AR/
CIK 0000757657
$14M661K0.18%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$13M594K0.00%Q1 202609
NFP Retirement, Inc.
CIK 0002040084
$11M645K0.69%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$11M523K0.04%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M395K0.01%Q1 202612
Capital Investment Advisors, LLC
CIK 0001582732
$8M388K0.12%Q1 202613
Z3 Capital Partners, LLC
CIK 0002127787
$7M344K1.89%Q1 202614
Indivisible Partners
CIK 0002098400
$7M319K0.61%Q1 202615
Private Advisor Group, LLC
CIK 0001567755
$6M289K0.03%Q1 202616
Snowden Capital Advisors LLC
CIK 0001903055
$5M253K0.15%Q1 202617
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$5M244K0.32%Q1 202618
Bullseye Investment Management, LLC
CIK 0001912451
$5M262K3.18%Q3 202519
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5M214K0.07%Q1 202620
G&S Capital LLC
CIK 0001731448
$4M180K1.37%Q1 2026
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