13F Insight
DOSSIER · 13F Holders · Q2 2026
SDVD

FIRST TR EXCH TRADED FD III

116 institutions still hold FIRST TR EXCH TRADED FD III as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D820·116 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$281M
visible holders
Holders
116
filers reporting
Concentration
12.97%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

116 institutions reported SDVD in Q2 2026. LPL Financial LLC leads at 13.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$36M1.6M0.01%Q2 202602
Steward Partners Investment Advisory, LLC
CIK 0001723397
$30M1.3M0.15%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M1.2M0.01%Q2 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M1.1M0.03%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$19M804K0.02%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$18M773K0.02%Q2 202607
STEPHENS INC /AR/
CIK 0000757657
$16M679K0.18%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$14M607K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M553K0.01%Q2 202610
Luken Investment Analytics, LLC
CIK 0001730546
$13M550K4.44%Q2 202611
Kestra Advisory Services, LLC
CIK 0001830819
$12M519K0.04%Q2 202612
Capital Investment Advisors, LLC
CIK 0001582732
$9M387K0.12%Q2 202613
Z3 Capital Partners, LLC
CIK 0002127787
$8M349K1.69%Q2 202614
Indivisible Partners
CIK 0002098400
$8M329K0.43%Q2 202615
Snowden Capital Advisors LLC
CIK 0001903055
$6M261K0.14%Q2 202616
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$6M252K0.28%Q2 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$6M242K0.08%Q2 202618
Bullseye Investment Management, LLC
CIK 0001912451
$5M262K3.18%Q3 202519
Private Advisor Group, LLC
CIK 0001567755
$5M224K0.02%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M223K0.00%Q2 2026
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