13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SDVY

FIRST TR EXCHANGE-TRADED FD

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

CUSIP 33741X102·Exchange Traded Fund·608 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.2B
visible holders
Holders
608
filers reporting
Concentration
17.98%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

608 institutions reported SDVY in Q2 2026. LPL Financial LLC leads at 18.0% 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
$1.1B26.0M0.25%Q2 202602
MORGAN STANLEY
CIK 0000895421
$797M18.5M0.04%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$664M15.4M0.18%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$572M13.3M0.09%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$429M9.9M0.03%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$356M8.3M0.32%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$292M6.8M0.04%Q2 202608
UBS Group AG
CIK 0001610520
$290M6.7M0.04%Q2 202609
Capital Investment Advisors, LLC
CIK 0001582732
$204M4.7M2.69%Q2 202610
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$173M4.0M2.33%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$170M3.9M0.14%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$157M3.6M0.20%Q2 202613
PARK NATIONAL CORP /OH/
CIK 0000805676
$152M3.5M4.27%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$145M3.4M0.03%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$139M3.2M0.16%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$137M3.2M0.13%Q2 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$119M2.8M0.14%Q2 202618
LVZ, Inc.
CIK 0001574408
$117M2.7M11.85%Q2 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$111M2.6M0.06%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$102M2.6M0.26%Q1 2026
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