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Disclosery

SDVD FIRST TR EXCHANGE-TRADED FD

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FT VEST SMID (fund)

66 managers (68 13F filers) reported a position in SDVD shares at 2024-12-31, 7,069,752 shares in all. 15 filers opened a position and 0 filers sold out during the quarter.

Managers
66
13F filers
68
New
15
Added
41
Reduced
4
Sold out
0
Shares held by filers
7,069,752

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC648,939$14M0.02%+181,39413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA619,107$13.3M<0.01%+246,03013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC581,473$12.5M<0.01%13F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…555,261$11.9M0.17%+86,38113F-HRTimelineGroup
Second Half Financial Partners, LLC432,623$9.31M4.55%+5,91513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.356,433$7.67M0.02%+78,36213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC314,481$6.77M<0.01%+278,74413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP304,289$6.55M0.01%+7,86313F-HRTimelineGroup
Bullseye Investment Management, LLC252,912$5.42M3.59%+47,98613F-HRTimeline
Cetera Investment Advisers232,749$5.01M0.01%+211,07513F-HRTimeline
U.S. Capital Wealth Advisors, LLC195,837$4.21M0.13%-8,87113F-HRTimeline
Snowden Capital Advisors LLC181,061$3.9M0.12%+78,25313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding178,789$3.85M+123,727Timeline
Capital Investment Advisors, LLC130,013$2.8M0.06%new13F-HRTimeline
&PARTNERS118,576$2.57M0.03%new13F-HRTimeline
OneDigital Investment Advisors LLC106,850$2.3M0.03%+95,84413F-HRTimeline
G&S Capital LLC105,599$2.27M0.94%+9,46813F-HRTimeline
Prospera Financial Services Inc104,785$2.25M0.05%+7,21313F-HRTimeline
Ergawealth Advisors, Inc.102,902$2.21M1.09%+27,32013F-HRTimeline
Stonebridge Financial Planning Group, L…100,526$2.16M0.97%+22,61713F-HRTimeline
Cambridge Investment Research Advisors,…95,020$2.04M0.01%-35,26013F-HRTimeline
Janney Montgomery Scott LLC93,631$2.01M0.01%+10,52613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC87,081$1.87M<0.01%new13F-HRTimelineGroup
CHIRON CAPITAL MANAGEMENT, LLC84,805$1.82M1.72%+1,02313F-HRTimeline
HARBOUR INVESTMENTS, INC.69,444$1.49M0.04%-3,24713F-HRTimeline
MTM Investment Management, LLC64,935$1.4M0.54%+4,40013F-HRTimeline
IFP Advisors, Inc61,883$1.33M0.04%+31,55713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…55,270$1.19M0.04%+32,24213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,535$1.15M<0.01%+12,22013F-HRTimelineGroup
Maia Wealth LLC50,867$1.14M0.24%+34,05813F-HRTimeline
Next Level Private LLC50,275$1.08M0.44%+13,87513F-HRTimeline
Garden State Investment Advisory Servic…46,526$1M0.31%+3,51113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.44,991$968K0.05%+23,32013F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…44,725$962K0.03%13F-HRTimelineGroup
Arax Advisory Partners39,789$856K0.05%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP32,946$709K<0.01%new13F-HRTimelineGroup
LPL Financial LLC28,286$609K<0.01%+15,95113F-HRTimeline
Whipplewood Advisors, LLC28,163$606K0.34%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,090$581K0.05%new13F-HRTimeline
TrueWealth Advisors, LLC25,489$548K0.18%+3,49213F-HRTimeline
AE Wealth Management LLC24,695$531K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,219$519K0.05%+6,14813F-HRTimeline
Schulz Wealth, LTD.23,700$510K0.39%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,381$503K0.04%+8,50513F-HRTimeline
Sanctuary Advisors, LLC21,547$486K<0.01%+76013F-HRTimeline
Trueblood Wealth Management, LLC20,626$444K0.22%+2,86113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,839$427K0.01%+4,11613F-HRTimelineGroup
Capital Investment Advisory Services, L…19,193$413K0.04%+8,64513F-HRTimeline
Faithward Advisors, LLC17,781$383K0.07%new13F-HRTimeline
HighTower Advisors, LLC17,508$377K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,845$362K0.01%+10913F-HRTimelineGroup
SteelPeak Wealth, LLC16,750$360K0.01%+60013F-HRTimeline
OLD MISSION CAPITAL LLC16,660$358K0.01%new13F-HRTimeline
Atria Investments, Inc15,975$344K<0.01%-4,80413F-HRTimeline
TKG Advisors, LLC14,657$329K0.15%+26713F-HRTimeline
Independent Wealth Network Inc.13,161$283K0.11%+4,07113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,130$261K0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.11,519$248K<0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC11,105$239K0.03%new13F-HRTimeline
Advisory Services Network, LLC9,977$215K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,864$105K<0.01%+10313F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,137$93.8K0.01%013F-HRTimeline
Pacifica Partners Inc.880$18.9K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC346$7.44K<0.01%+18713F-HRTimelineGroup
CoreCap Advisors, LLC180$3.87K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.121$2.6K<0.01%13F-HRTimeline