Skip to content
Disclosery

SDVD FIRST TR EXCHANGE-TRADED FD

Follow

FT VEST SMID (fund)

87 managers (88 13F filers) reported a position in SDVD shares at 2025-06-30, 10,264,176 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
87
13F filers
88
New
11
Added
43
Reduced
27
Sold out
6
Shares held by filers
10,264,176

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,099,532$22.6M0.01%-40,53313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,094,412$22.4M0.03%+48,78613F-HRTimeline
Steward Partners Investment Advisory, L…882,675$18.1M0.14%-6,60113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP659,475$13.5M0.01%+3,49413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…594,988$12.2M0.17%+16,33313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA523,542$10.7M<0.01%-201,94913F-HR/ATimelineGroup
LPL Financial LLC400,213$8.21M<0.01%+310,67313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.386,485$7.93M0.01%+6,12913F-HR/ATimelineGroup
Capital Investment Advisors, LLC384,187$7.88M0.14%+2,56013F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding359,672$7.38M+132,832Timeline
Cetera Investment Advisers332,060$6.81M0.01%+31,41913F-HRTimeline
Private Advisor Group, LLC267,822$5.49M0.03%new13F-HRTimeline
Bullseye Investment Management, LLC262,066$5.23M3.18%013F-HRTimeline
Snowden Capital Advisors LLC204,030$4.18M0.12%+2,30613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC197,333$4.05M<0.01%-100,70013F-HRTimelineGroup
RiverTree Advisors, LLC187,158$3.84M2.58%+85,58913F-HRTimeline
Prospera Financial Services Inc129,764$2.66M0.05%+7,94013F-HRTimeline
Stonebridge Financial Planning Group, L…129,069$2.65M1.11%+4,35813F-HRTimeline
Janney Montgomery Scott LLC129,019$2.65M0.01%+6,70113F-HRTimeline
G&S Capital LLC120,915$2.48M0.98%+4,58713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP108,330$2.22M<0.01%+44,48213F-HRTimelineGroup
Cambridge Investment Research Advisors,…102,193$2.1M0.01%-1,50013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC89,255$1.83M1.59%-67613F-HRTimeline
HARBOUR INVESTMENTS, INC.86,838$1.78M0.05%+7,63613F-HRTimeline
Ergawealth Advisors, Inc.85,775$1.76M0.79%-41,93813F-HRTimeline
IFP Advisors, Inc77,438$1.59M0.05%+9,08113F-HRTimeline
OLD MISSION CAPITAL LLC66,301$1.36M0.04%new13F-HRTimeline
MTM Investment Management, LLC65,455$1.34M0.45%+40013F-HRTimeline
INTEGRITY ALLIANCE, LLC.65,265$1.34M0.07%+13,19813F-HRTimeline
Whipplewood Advisors, LLC57,340$1.18M0.65%-63,91713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…54,410$1.12M0.09%+18,51813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,864$1.1M<0.01%+32,76213F-HRTimelineGroup
Arax Advisory Partners50,705$1.04M0.05%+7,76213F-HRTimeline
Maia Wealth LLC50,268$1.03M0.2%-3,71113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…47,894$982K0.05%-7,37613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.43,809$899K0.04%-3,26213F-HRTimelineGroup
Gladstone Institutional Advisory LLC42,023$862K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,631$854K<0.01%-31,76513F-HRTimelineGroup
Garden State Investment Advisory Servic…41,185$845K0.23%-5,03613F-HRTimeline
1776 Wealth LLC38,834$796K0.33%new13F-HRTimeline
Capital Investment Advisory Services, L…36,606$751K0.06%+8,56313F-HRTimeline
Cambridge Advisors Inc.35,029$718K0.15%+13,90113F-HRTimeline
TrueWealth Advisors, LLC29,500$605K0.18%+76513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,943$532K0.04%+87613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,919$532K0.04%+9,13013F-HRTimeline
Core Wealth Partners LLC25,648$526K0.27%+5,45213F-HRTimeline
Sanctuary Advisors, LLC25,453$522K<0.01%-9813F-HRTimeline
Schulz Wealth, LTD.23,700$486K0.36%013F-HRTimeline
Trueblood Wealth Management, LLC23,445$481K0.2%+1,63713F-HRTimeline
MML INVESTORS SERVICES, LLC22,844$469K<0.01%+92713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,426$460K0.01%-17,24613F-HRTimelineGroup
Next Level Private LLC22,403$459K0.15%-3,25713F-HRTimeline
AE Wealth Management LLC21,038$431K<0.01%-5,93013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,359$418K0.01%+2,51313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,116$413K0.01%+8,78213F-HRTimelineGroup
Faithward Advisors, LLC19,807$406K0.06%+52013F-HRTimeline
Balboa Wealth Partners18,504$380K0.08%+8,05413F-HRTimeline
HighTower Advisors, LLC17,531$360K<0.01%+1213F-HRTimeline
TKG Advisors, LLC16,686$342K0.15%+2,42213F-HRTimeline
Atria Investments, Inc16,561$340K<0.01%-1,02713F-HRTimeline
OneDigital Investment Advisors LLC14,591$299K<0.01%+2,65013F-HRTimeline
SYNOVUS FINANCIAL CORP14,456$297K<0.01%+1,69513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,393$295K0.01%-7,76313F-HRTimelineGroup
Advisory Services Network, LLC14,172$295K<0.01%+2,84113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,334$294K0.01%+8513F-HRTimelineGroup
NOVEM GROUP13,901$285K0.04%new13F-HRTimeline
Atria Wealth Solutions, Inc.13,873$285K0.01%-57413F-HRTimeline
&PARTNERS12,764$262K<0.01%-120,73613F-HRTimeline
Independent Wealth Network Inc.12,470$256K0.09%-34313F-HRTimeline
Orion Porfolio Solutions, LLC10,016$205K<0.01%new13F-HR/ATimeline
L.M. KOHN & COMPANY9,970$204K0.06%-1,17513F-HRTimeline
Integrated Wealth Concepts LLC9,845$202K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,932$122K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,076$104K<0.01%+10713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,886$79.7K<0.01%+3,54013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,364$48K<0.01%+14713F-HRTimeline
Catherine Avery Investment Management L…2,163$44.4K0.03%-1,96113F-HRTimeline
Blue Trust, Inc.2,000$41K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,967$40K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.1,079$22.1K<0.01%-27113F-HRTimeline
Pacifica Partners Inc.880$18.1K0.01%013F-HRTimeline
Geneos Wealth Management Inc.600$12.3K<0.01%new13F-HRTimeline
COMERICA BANK496$10.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC180$3.69K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$411<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.