13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SDVY

FIRST TR EXCHANGE-TRADED FD

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

CUSIP 33741X102·Exchange Traded Fund·588 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$5.6B
visible holders
Holders
588
filers reporting
Concentration
17.57%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

588 institutions reported SDVY in Q1 2026. LPL Financial LLC leads at 17.6% 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
$981M24.9M0.26%Q1 202602
MORGAN STANLEY
CIK 0000895421
$733M18.6M0.04%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$604M15.3M0.19%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$498M12.6M0.09%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$373M9.5M0.03%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$313M7.9M0.33%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$263M6.7M0.05%Q1 202608
UBS Group AG
CIK 0001610520
$248M6.3M0.04%Q1 202609
Capital Investment Advisors, LLC
CIK 0001582732
$180M4.6M2.64%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$156M3.9M0.14%Q1 202611
PARK NATIONAL CORP /OH/
CIK 0000805676
$152M3.5M4.27%Q2 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$151M3.8M2.33%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$143M3.6M0.04%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$136M3.5M0.19%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$117M3.0M0.12%Q1 202616
LVZ, Inc.
CIK 0001574408
$117M2.7M11.85%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$111M2.8M0.16%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$105M2.7M0.14%Q1 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$102M2.6M0.26%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$99M2.5M0.06%Q1 2026
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