SDVY FIRST TR EXCHANGE TRADED FD: institutional ownership and insider trading

618 funds reported holding $9.19B of FIRST TR EXCHANGE TRADED FD in their latest 13F filings; in Q2 2026 funds net bought $250M, with 48 new positions and 37 funds selling out.

Famous investors holding SDVY

Largest institutional holders of SDVY

  1. LPL Financial LLC — $1.12B
  2. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $797M
  3. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $664M
  4. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $572M
  5. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $429M
  6. Cetera Investment Advisers — $356M
  7. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $292M
  8. UBS Group AG (UBS) — $290M
  9. Capital Investment Advisors, LLC — $197M
  10. HARBOUR INVESTMENTS, INC. — $173M

Members of Congress trading SDVY

All SDVY 13F holders