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Disclosery

SDVD FIRST TR EXCHANGE-TRADED FD

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FT VEST SMID (fund)

85 managers (86 13F filers) reported a position in SDVD shares at 2025-09-30, 11,045,901 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
85
13F filers
86
New
12
Added
46
Reduced
18
Sold out
12
Shares held by filers
11,045,901

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC1,043,413$22.6M0.01%-56,11913F-HRTimelineGroup
Steward Partners Investment Advisory, L…954,460$20.6M0.12%+71,78513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC908,155$19.6M0.03%-186,25713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP698,614$15.1M0.01%+39,13913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…646,121$14M0.18%+51,13313F-HRTimelineGroup
LPL Financial LLC566,649$12.3M<0.01%+166,43613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA511,871$11.1M<0.01%-11,67113F-HRTimelineGroup
Cetera Investment Advisers422,218$9.13M0.01%+90,15813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding411,687$8.9M+52,015Timeline
Capital Investment Advisors, LLC377,046$8.15M0.13%-7,14113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.362,612$7.85M0.01%-23,87313F-HRTimelineGroup
Luken Investment Analytics, LLC351,771$7.61M2.97%new13F-HRTimeline
Private Advisor Group, LLC281,302$6.08M0.03%+13,48013F-HRTimeline
Bullseye Investment Management, LLC262,066$5.23M3.18%013F-HRTimeline
Snowden Capital Advisors LLC238,439$5.16M0.14%+34,40913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC179,767$3.89M<0.01%-17,56613F-HRTimelineGroup
Prospera Financial Services Inc173,853$3.76M0.06%+44,08913F-HRTimeline
RiverTree Advisors, LLC169,417$3.66M2.35%-17,74113F-HRTimeline
Janney Montgomery Scott LLC166,184$3.59M0.01%+37,16513F-HRTimeline
Cambridge Investment Research Advisors,…163,263$3.53M0.01%+61,07013F-HRTimeline
G&S Capital LLC125,720$2.72M1%+4,80513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP124,217$2.68M<0.01%+15,88713F-HRTimelineGroup
IFP Advisors, Inc123,327$2.67M0.07%+45,88913F-HR/ATimeline
Stonebridge Financial Planning Group, L…111,808$2.42M0.91%-17,26113F-HRTimeline
MTM Investment Management, LLC94,705$2.05M0.65%+29,25013F-HRTimeline
HARBOUR INVESTMENTS, INC.94,694$2.05M0.05%+7,85613F-HRTimeline
INTEGRITY ALLIANCE, LLC.91,647$1.98M0.09%+26,38213F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC90,385$1.95M1.67%+1,13013F-HRTimeline
WINNACLE WEALTH LLC60,334$1.33M1.04%new13F-HRTimeline
Whipplewood Advisors, LLC58,647$1.27M0.83%+1,30713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…55,666$1.2M0.08%+7,77213F-HRTimelineGroup
Cambridge Advisors Inc.55,425$1.2M0.23%+20,39613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…54,410$1.14M0.09%013F-HRTimeline
Ergawealth Advisors, Inc.48,603$1.05M0.49%-37,17213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.44,877$970K0.04%+1,06813F-HRTimelineGroup
Maia Wealth LLC43,653$936K0.16%-6,61513F-HRTimeline
Capital Investment Advisory Services, L…43,184$934K0.07%+6,57813F-HRTimeline
Gladstone Institutional Advisory LLC40,656$879K0.03%-1,36713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,962$864K<0.01%-13,90213F-HRTimelineGroup
1776 Wealth LLC37,991$821K0.32%-84313F-HRTimeline
Next Level Private LLC36,354$782K0.23%+13,95113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED35,667$771K0.06%+9,72413F-HRTimeline
TrueWealth Advisors, LLC34,651$749K0.2%+5,15113F-HRTimeline
RFG Advisory, LLC33,474$724K0.01%new13F-HRTimeline
Trueblood Wealth Management, LLC31,191$674K0.26%+7,74613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,482$659K0.04%+4,56313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,943$626K0.02%+8,58413F-HRTimeline
Core Wealth Partners LLC28,599$618K0.28%+2,95113F-HRTimeline
HighTower Advisors, LLC28,042$606K<0.01%+10,51113F-HRTimeline
SYNOVUS FINANCIAL CORP26,824$580K0.01%+12,36813F-HRTimeline
Sanctuary Advisors, LLC26,090$564K<0.01%+63713F-HR/ATimeline
CWM, LLCin group CWM, LLC25,291$547K<0.01%+23,32413F-HRTimelineGroup
Schulz Wealth, LTD.23,700$512K0.34%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,212$502K0.01%+3,09613F-HRTimelineGroup
Orion Porfolio Solutions, LLC22,920$496K<0.01%+12,90413F-HRTimeline
MML INVESTORS SERVICES, LLC22,862$494K<0.01%+1813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,615$489K0.01%+8,28113F-HRTimelineGroup
Balboa Wealth Partners20,777$449K0.08%+2,27313F-HRTimeline
Faithward Advisors, LLC18,319$396K0.06%-1,48813F-HRTimeline
AE Wealth Management LLC16,993$367K<0.01%-4,04513F-HRTimeline
TKG Advisors, LLC16,947$366K0.16%+26113F-HRTimeline
Advisory Services Network, LLC15,028$325K<0.01%+85613F-HRTimeline
Atria Investments, Inc14,947$323K<0.01%-1,61413F-HRTimeline
Integrated Wealth Concepts LLC14,679$317K<0.01%+4,83413F-HRTimeline
OneDigital Investment Advisors LLC14,591$315K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,421$287K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.12,346$267K0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,220$243K0.01%-11,20613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC9,977$216K0.01%new13F-HRTimeline
Triumph Capital Management9,949$215K0.06%new13F-HR/ATimeline
Atlas Wealth LLC9,494$205K0.07%new13F-HRTimeline
Qube Research & Technologies Ltd10,439$190K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC7,004$151K<0.01%+1,07213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,217$113K<0.01%+14113F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,845$83.1K<0.01%-4113F-HRTimelineGroup
Farther Finance Advisors, LLC2,750$59.5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,364$51.1K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…2,163$46.8K0.03%013F-HRTimeline
Geneos Wealth Management Inc.1,200$25.9K<0.01%+60013F-HRTimeline
SBI Securities Co., Ltd.1,093$23.6K<0.01%+1413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/536$11.6K<0.01%new13F-HR/ATimelineGroup
COMERICA BANK496$10.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP350$7.6K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.20$433<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.