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Disclosery

SDVD FIRST TR EXCHANGE-TRADED FD

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FT VEST SMID (fund)

82 managers (83 13F filers) reported a position in SDVD shares at 2025-03-31, 9,733,238 shares in all. 20 filers opened a position and 5 filers sold out during the quarter.

Managers
82
13F filers
83
New
20
Added
45
Reduced
11
Sold out
5
Shares held by filers
9,733,238

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,140,065$22.8M0.01%+558,59213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,045,626$20.9M0.03%+396,68713F-HRTimeline
Steward Partners Investment Advisory, L…889,276$17.8M0.16%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA725,491$14.5M<0.01%+106,38413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP655,981$13.1M0.01%+351,69213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…578,655$11.6M0.17%+23,39413F-HRTimelineGroup
Capital Investment Advisors, LLC381,627$7.62M0.15%+251,61413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.380,356$7.6M0.02%+23,92313F-HRTimelineGroup
Cetera Investment Advisers300,641$6M0.01%+67,89213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC298,033$5.95M<0.01%-16,44813F-HRTimelineGroup
Bullseye Investment Management, LLC262,066$5.23M3.18%+9,15413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding226,840$4.53M+48,051Timeline
Snowden Capital Advisors LLC201,724$4.03M0.13%+20,66313F-HRTimeline
&PARTNERS133,500$2.65M0.03%+14,92413F-HRTimeline
Ergawealth Advisors, Inc.127,713$2.55M1.26%+24,81113F-HRTimeline
Stonebridge Financial Planning Group, L…124,711$2.49M1.14%+24,18513F-HRTimeline
Janney Montgomery Scott LLC122,318$2.44M0.01%+28,68713F-HRTimeline
Prospera Financial Services Inc121,824$2.43M0.06%+17,03913F-HRTimeline
G&S Capital LLC116,328$2.32M0.99%+10,72913F-HRTimeline
Cambridge Investment Research Advisors,…103,693$2.07M0.01%+8,67313F-HRTimeline
RiverTree Advisors, LLC101,569$2.03M1.36%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC89,931$1.8M1.63%+5,12613F-HRTimeline
LPL Financial LLC89,540$1.79M<0.01%+61,25413F-HRTimeline
HARBOUR INVESTMENTS, INC.79,202$1.58M0.05%+9,75813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,396$1.47M<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc68,357$1.37M0.04%+6,47413F-HRTimeline
MTM Investment Management, LLC65,055$1.3M0.5%+12013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP63,848$1.28M<0.01%+30,90213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…55,270$1.19M0.05%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.52,067$1.04M0.04%new13F-HRTimeline
Maia Wealth LLC53,979$1.01M0.23%+3,11213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.47,071$940K0.05%+2,08013F-HR/ATimelineGroup
Garden State Investment Advisory Servic…46,221$923K0.3%-30513F-HRTimeline
Arax Advisory Partners42,943$858K0.06%+3,15413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,201$823K<0.01%-12,33413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…39,672$792K0.03%-5,05313F-HRTimelineGroup
WINNACLE WEALTH LLC36,231$724K0.67%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…35,892$717K0.06%+8,80213F-HRTimeline
Whipplewood Advisors, LLC121,257$574K0.41%+93,09413F-HRTimeline
TrueWealth Advisors, LLC28,735$574K0.19%+3,24613F-HRTimeline
Capital Investment Advisory Services, L…28,043$560K0.05%+8,85013F-HRTimeline
AE Wealth Management LLC26,968$539K<0.01%+2,27313F-HRTimeline
Next Level Private LLC25,660$512K0.19%-24,61513F-HRTimeline
Sanctuary Advisors, LLC25,551$510K<0.01%+4,00413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,067$498K0.05%+84813F-HR/ATimeline
Schulz Wealth, LTD.23,700$473K0.36%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,156$442K0.01%+2,31713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,917$438K<0.01%new13F-HRTimeline
Trueblood Wealth Management, LLC21,808$436K0.2%+1,18213F-HRTimeline
Cambridge Advisors Inc.21,128$422K0.09%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,102$421K<0.01%-65,97913F-HR/ATimelineGroup
Faithward Advisors, LLC19,287$385K0.07%+1,50613F-HRTimeline
Core Wealth Partners LLC20,196$384K0.22%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,846$356K0.01%new13F-HRTimeline
Atria Investments, Inc17,588$351K<0.01%+1,61313F-HRTimeline
Virtue Capital Management, LLC17,598$351K0.04%new13F-HRTimeline
HighTower Advisors, LLC17,519$350K<0.01%+1113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,928$338K<0.01%+8313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,789$335K0.03%-6,59213F-HRTimeline
Atria Wealth Solutions, Inc.14,447$289K<0.01%+2,92813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,249$285K0.01%+2,11913F-HRTimelineGroup
TKG Advisors, LLC14,264$285K0.14%-39313F-HRTimeline
Independent Wealth Network Inc.12,813$256K0.1%-34813F-HRTimeline
SYNOVUS FINANCIAL CORP12,761$255K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC11,941$238K<0.01%-94,90913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,334$226K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC11,331$226K<0.01%+1,35413F-HRTimeline
L.M. KOHN & COMPANY11,145$223K0.06%new13F-HRTimeline
SeaCrest Wealth Management, LLC11,105$222K0.03%013F-HRTimeline
Balboa Wealth Partners10,450$209K0.05%new13F-HRTimeline
Luken Investment Analytics, LLC8,059$161K0.08%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,969$99.2K<0.01%+10513F-HRTimelineGroup
Catherine Avery Investment Management L…4,124$82.4K0.07%new13F-HRTimeline
LANARK FINANCIAL, INC.2,217$44K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1,350$27K<0.01%+1,22913F-HRTimeline
Pacifica Partners Inc.880$16.6K0.01%013F-HRTimeline
COMERICA BANK496$9.9K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC346$7.44K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC180$3.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$400<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$21<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,13713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.