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Disclosery

SDVD FIRST TR EXCHANGE-TRADED FD

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FT VEST SMID (fund)

106 managers (108 13F filers) reported a position in SDVD shares at 2026-06-30, 15,927,822 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
106
13F filers
108
New
13
Added
66
Reduced
18
Sold out
12
Shares held by filers
15,927,822

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,576,054$36.4M0.01%+309,72913F-HRTimeline
Steward Partners Investment Advisory, L…1,310,382$30.3M0.15%+101,53913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,163,529$26.9M0.01%+100,66713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,126,284$26M0.03%+8,26913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP804,054$18.6M0.02%-85,22913F-HRTimelineGroup
Cetera Investment Advisers772,597$17.8M0.02%+71,33713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…678,876$15.7M0.18%+18,25213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA607,164$14M<0.01%+13,26113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.552,562$12.8M0.01%+157,24413F-HRTimelineGroup
Luken Investment Analytics, LLC549,594$12.7M4.44%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding535,889$12.4M-732Timeline
Capital Investment Advisors, LLC386,746$8.93M0.12%-1,58313F-HRTimeline
Z3 Capital Partners, LLC349,449$8.07M1.69%+5,64613F-HRTimeline
Indivisible Partners329,479$7.61M0.43%+10,67213F-HRTimeline
Snowden Capital Advisors LLC260,940$6.03M0.14%+7,85013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV252,242$5.82M0.28%+8,22513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding246,256$5.69M+48,686Timeline
HARBOUR INVESTMENTS, INC.242,494$5.6M0.08%+28,79113F-HRTimeline
Private Advisor Group, LLC224,221$5.18M0.02%-64,37113F-HRTimeline
IFP Advisors, Inc203,442$4.7M0.08%+50,52413F-HRTimeline
RiverTree Advisors, LLC196,412$4.54M2.68%+17,92613F-HRTimeline
G&S Capital LLC186,523$4.31M1.25%+6,74413F-HRTimeline
Advisory Advocates, LLC156,166$3.61M3.09%+5,85013F-HRTimeline
INTEGRITY ALLIANCE, LLC.149,469$3.45M0.11%+22,78513F-HRTimeline
Janney Montgomery Scott LLC147,431$3.4M0.01%-13,99413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP128,579$2.97M<0.01%+3,27413F-HRTimelineGroup
MTM Investment Management, LLC110,960$2.56M0.73%+2,42013F-HRTimeline
Stonebridge Financial Planning Group, L…103,280$2.38M0.76%+6,46113F-HRTimeline
Delta Investment Management, LLC102,998$2.38M0.39%+11,35213F-HRTimeline
RFG Advisory, LLC99,073$2.29M0.04%+29,93613F-HRTimeline
Foundations Investment Advisors, LLC88,459$2.04M0.02%+39,86713F-HRTimeline
Elevation Advisory Partners LLC86,046$1.99M2.04%+12,90813F-HRTimeline
VIMA LLC83,358$1.92M1.88%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…80,386$1.86M0.11%+15,77513F-HRTimeline
Gladstone Institutional Advisory LLC80,125$1.85M0.06%-77913F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC79,663$1.84M1.65%-2,78513F-HRTimeline
Cambridge Investment Research Advisors,…75,573$1.75M<0.01%+27,42513F-HR/ATimeline
Arax Advisory Partners72,170$1.67M0.01%+5,93313F-HRTimeline
Cambridge Advisors Inc.65,918$1.52M0.26%+3,02113F-HRTimeline
Integrated Wealth Concepts LLC65,388$1.51M0.01%+16,86913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC64,721$1.49M0.03%+7,26013F-HRTimeline
Trueblood Wealth Management, LLC62,256$1.44M0.5%+6,16013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,682$1.42M<0.01%+27,80913F-HRTimelineGroup
Golden State Wealth Management, LLC61,012$1.41M0.13%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED58,605$1.35M0.08%+7,43613F-HRTimeline
Capital Investment Advisory Services, L…55,250$1.28M0.08%+62813F-HRTimeline
WINNACLE WEALTH LLC53,962$1.25M0.85%+6,79213F-HRTimeline
MML INVESTORS SERVICES, LLC52,621$1.22M<0.01%+3,98313F-HRTimeline
Next Level Private LLC52,221$1.21M0.24%+2,40213F-HRTimeline
Atlas Wealth LLC51,686$1.19M0.17%+6,88613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…48,485$1.12M0.01%+8,11613F-HRTimelineGroup
Maia Wealth LLC43,506$1M0.15%+15013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC43,440$1M0.02%+10,02213F-HRTimelineGroup
1776 Wealth LLC42,871$990K0.35%+2,18113F-HRTimeline
&PARTNERS41,531$957K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC40,899$944K<0.01%+13,91713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,825$873K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC37,776$872K0.01%+2,56413F-HRTimeline
TrueWealth Advisors, LLC36,760$849K0.19%+1,01113F-HRTimeline
HighTower Advisors, LLC36,012$832K<0.01%+5,18213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…35,872$828K0.02%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,288$699K0.03%-16213F-HRTimeline
Kovack Advisors, Inc.29,763$689K0.03%-9,94713F-HRTimeline
Uniting Wealth Partners, LLC29,773$687K0.14%new13F-HRTimeline
TKG Advisors, LLC28,602$660K0.23%+3,56813F-HRTimeline
Signature Equity Partners, LLC27,353$632K0.29%+3,18613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …25,268$583K<0.01%+2,46213F-HRTimelineGroup
Balboa Wealth Partners24,517$566K0.08%-7,69913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,730$548K0.01%-3,28913F-HRTimelineGroup
Schulz Wealth, LTD.23,700$547K0.28%13F-HRTimeline
IHT Wealth Management, LLC20,461$472K0.01%+5,21013F-HRTimeline
Advisory Services Network, LLC19,333$446K0.01%+20813F-HRTimeline
Moors & Cabot, Inc.19,283$445K0.02%new13F-HRTimeline
Triumph Capital Management19,162$442K0.08%+3,46613F-HRTimeline
Orion Porfolio Solutions, LLC18,848$435K<0.01%-31,21113F-HRTimeline
NOVEM GROUP17,897$413K0.04%+7,15013F-HRTimeline
AE Wealth Management LLC17,380$401K<0.01%+1,58613F-HRTimeline
OneDigital Investment Advisors LLC15,492$358K<0.01%013F-HRTimeline
Van Diest Capital, LLC15,243$352K0.32%new13F-HRTimeline
J.W. COLE ADVISORS, INC.14,369$332K0.01%new13F-HRTimeline
Faithward Advisors, LLC13,512$312K0.04%+1,18413F-HRTimeline
Gateway Wealth Partners, LLC13,431$310K0.02%-3,19513F-HRTimeline
Kingsview Wealth Management, LLC13,093$302K<0.01%new13F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC12,829$296K0.29%13F-HR/ATimeline
MSH Capital Advisors LLC12,734$294K0.05%new13F-HRTimeline
Csenge Advisory Group11,666$269K0.01%new13F-HRTimeline
World Investment Advisors11,043$255K<0.01%+1,69113F-HRTimeline
Advyzon Investment Management, LLC10,943$253K0.02%+9013F-HRTimeline
Quad-Cities Investment Group, LLC10,060$232K0.08%+31213F-HRTimeline
Core Wealth Partners LLC9,761$225K0.1%-12,06713F-HRTimeline
NewEdge Advisors, LLC8,184$189K<0.01%+813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,544$128K<0.01%+10913F-HRTimelineGroup
Bank of New Hampshire5,440$126K0.03%new13F-HRTimeline
Wagner Wealth Management, LLC3,494$80.7K0.01%+1513F-HRTimeline
Larson Financial Group LLC2,940$67.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,450$56.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,400$55.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,364$54.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT2,356$54.4K<0.01%13F-HRTimeline
Whipplewood Advisors, LLC2,313$53.4K0.04%-56,67313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN937$21.6K<0.01%+93513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.302$6.97K<0.01%-10713F-HRTimeline
Smartleaf Asset Management LLC266$6.12K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.28$647<0.01%-213F-HRTimeline
Park Square Financial Group, LLC26$6000.01%-12713F-HRTimeline
DHJJ Financial Advisors, Ltd.20$462<0.01%013F-HRTimeline