SDVD FIRST TR EXCHANGE-TRADED FD: institutional ownership and insider trading
121 funds reported holding $374M of FIRST TR EXCHANGE-TRADED FD in their latest 13F filings; in Q2 2026 funds net bought $23.7M, with 14 new positions and 12 funds selling out.
Largest institutional holders of SDVD
- LPL Financial LLC — $36.4M
- Steward Partners Investment Advisory, LLC — $30.3M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $26.9M
- COMMONWEALTH EQUITY SERVICES, LLC — $26.0M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $18.6M
- Cetera Investment Advisers — $17.8M
- STEPHENS INC /AR/ — $15.7M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $14.0M
- OSAIC HOLDINGS, INC. — $12.8M
- Luken Investment Analytics, LLC — $12.7M
5%+ owners
- First Trust Portfolios L.P.: 42.9% (Schedule 13G/A, filed Oct 22, 2026)