13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SDVY

FIRST TR EXCHANGE TRADED FD VI

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

CUSIP 33741x102·589 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.4%
vs prior quarter
13F value held
$5.5B
65.0% inst. owned
of float
Holders
589
-97 QoQ
filers reporting
Activity
+8 / −21
+897 added · −746 reduced
this quarter
Concentration
17.77%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

589 institutions reported SDVY in Q1 2026. LPL Financial LLC leads at 17.8% of the visible book. -97 net institutions QoQ — distribution reading.

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
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$151M3.8M2.33%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$143M3.6M0.04%Q1 202613
PARK NATIONAL CORP /OH/
CIK 0000805676
$137M3.5M4.17%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$136M3.5M0.19%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$117M3.0M0.12%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$111M2.8M0.16%Q1 202617
LVZ, Inc.
CIK 0001574408
$105M2.7M12.03%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$105M2.7M0.14%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$99M2.5M0.06%Q1 202620
Baird Financial Group, Inc.
CIK 0001648711
$67M1.7M0.10%Q1 2026
Page 1 of 30
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