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Disclosery

SDVD FIRST TR EXCHANGE-TRADED FD

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FT VEST SMID (fund)

97 managers (98 13F filers) reported a position in SDVD shares at 2025-12-31, 12,325,784 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
97
13F filers
98
New
16
Added
44
Reduced
24
Sold out
8
Shares held by filers
12,325,784

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,145,283$24.6M0.01%+101,87013F-HRTimelineGroup
Steward Partners Investment Advisory, L…979,309$21M0.12%+24,84913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC965,562$20.7M0.03%+57,40713F-HRTimeline
LPL Financial LLC774,130$16.6M<0.01%+207,48113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…649,359$13.9M0.17%+3,23813F-HRTimelineGroup
SOUTHERN CAPITAL SERVICES INC /ADV594,836$12.8M8.04%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP532,654$11.4M0.01%-165,96013F-HRTimelineGroup
Cetera Investment Advisers505,289$10.8M0.01%+83,07113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA483,800$10.4M<0.01%-28,07113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding447,918$9.61M+36,231Timeline
Capital Investment Advisors, LLC376,530$8.08M0.12%-51613F-HRTimeline
Z3 Capital Partners, LLC330,357$7.09M1.7%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.328,578$7.05M0.01%-34,03413F-HRTimelineGroup
Snowden Capital Advisors LLC306,442$6.58M0.17%+68,00313F-HRTimeline
Private Advisor Group, LLC293,408$6.3M0.03%+12,10613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV234,521$5.03M0.32%new13F-HRTimeline
Indivisible Partners188,317$4.04M0.44%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC176,475$3.79M<0.01%-3,29213F-HRTimelineGroup
Janney Montgomery Scott LLC175,502$3.77M0.01%+9,31813F-HRTimeline
G&S Capital LLC167,477$3.59M1.27%+41,75713F-HRTimeline
RiverTree Advisors, LLC166,366$3.57M2.28%-3,05113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP144,449$3.1M<0.01%+20,23213F-HRTimelineGroup
Advisory Advocates, LLC143,180$3.07M3.06%13F-HRTimeline
IFP Advisors, Inc110,374$2.37M0.05%-12,95313F-HRTimeline
INTEGRITY ALLIANCE, LLC.106,304$2.28M0.08%+14,65713F-HRTimeline
Stonebridge Financial Planning Group, L…101,798$2.18M0.79%-10,01013F-HRTimeline
MTM Investment Management, LLC97,705$2.1M0.67%+3,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.97,029$2.08M0.04%+2,33513F-HRTimeline
Delta Investment Management, LLC81,116$1.74M0.3%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…60,737$1.3M0.09%+6,32713F-HRTimeline
Arax Advisory Partners60,194$1.29M0.04%new13F-HRTimeline
Whipplewood Advisors, LLC59,001$1.27M0.81%+35413F-HRTimeline
Cambridge Advisors Inc.58,798$1.26M0.24%+3,37313F-HRTimeline
Cambridge Investment Research Advisors,…51,879$1.11M<0.01%-111,38413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC51,443$1.1M0.02%+22,50013F-HRTimeline
WINNACLE WEALTH LLC47,409$1.04M0.77%-12,92513F-HRTimeline
Trueblood Wealth Management, LLC47,740$1.02M0.4%+16,54913F-HRTimeline
Next Level Private LLC47,422$1.02M0.27%+11,06813F-HRTimeline
Capital Investment Advisory Services, L…47,378$1.02M0.07%+4,19413F-HRTimeline
CWM, LLCin group CWM, LLC44,648$958K<0.01%+19,35713F-HRTimelineGroup
Maia Wealth LLC40,308$933K0.16%-3,34513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,650$915K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC42,175$905K0.02%+8,70113F-HRTimeline
MML INVESTORS SERVICES, LLC42,129$904K<0.01%+19,26713F-HRTimeline
1776 Wealth LLC41,937$900K0.34%+3,94613F-HRTimeline
Jaffetilchin Investment Partners, LLC40,314$865K0.05%+30,33713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,170$806K0.05%+1,50313F-HRTimeline
Kovack Advisors, Inc.36,987$794K0.04%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,883$792K<0.01%-3,07913F-HRTimelineGroup
TrueWealth Advisors, LLC36,247$778K0.2%+1,59613F-HRTimeline
Gladstone Institutional Advisory LLC34,208$734K0.03%-6,44813F-HRTimeline
Summit Financial, LLC33,400$717K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,379$673K0.02%+8,76413F-HR/ATimelineGroup
HighTower Advisors, LLC30,818$661K<0.01%+2,77613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,075$645K0.03%-40713F-HRTimeline
Sanctuary Advisors, LLC26,690$573K<0.01%+60013F-HRTimeline
Integrated Wealth Concepts LLC26,479$568K0.01%+11,80013F-HRTimeline
Orion Porfolio Solutions, LLC26,404$567K<0.01%+3,48413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,360$544K0.01%+2,14813F-HRTimelineGroup
Atlas Wealth LLC25,054$538K0.16%+15,56013F-HRTimeline
TKG Advisors, LLC24,944$535K0.22%+7,99713F-HRTimeline
Signature Equity Partners, LLC24,828$533K0.29%13F-HRTimeline
Schulz Wealth, LTD.23,700$509K0.33%013F-HRTimeline
Core Wealth Partners LLC23,288$500K0.23%-5,31113F-HRTimeline
Balboa Wealth Partners21,387$459K0.08%+61013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …20,609$442K<0.01%13F-HR/ATimelineGroup
Advisory Services Network, LLC18,942$406K0.01%+3,91413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,694$401K0.02%-26,18313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,603$390K<0.01%+4,18213F-HRTimeline
OLD MISSION CAPITAL LLC15,451$332K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC14,591$313K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.14,211$305K0.01%+1,86513F-HRTimeline
AE Wealth Management LLC14,042$301K<0.01%-2,95113F-HRTimeline
Atria Investments, Inc11,742$252K<0.01%-3,20513F-HRTimeline
Faithward Advisors, LLC11,494$247K0.04%-6,82513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,014$236K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors10,190$219K<0.01%new13F-HRTimeline
Triumph Capital Management9,887$212K0.05%-6213F-HRTimeline
NOVEM GROUP9,549$205K0.02%new13F-HRTimeline
NewEdge Advisors, LLC7,803$167K<0.01%+79913F-HRTimeline
Bullseye Investment Management, LLC7,581$163K0.08%-254,48513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,324$114K<0.01%+10713F-HR/ATimelineGroup
Wagner Wealth Management, LLC3,479$74.7K0.02%new13F-HRTimeline
Larson Financial Group LLC2,940$63.1K<0.01%new13F-HRTimeline
Luken Investment Analytics, LLC2,565$55K0.02%-349,20613F-HRTimeline
Sunbelt Securities, Inc.2,500$53.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,450$52.6K<0.01%-30013F-HRTimeline
LANARK FINANCIAL, INC.2,364$50.7K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…2,163$46.4K0.03%013F-HRTimeline
Geneos Wealth Management Inc.1,200$25.8K<0.01%013F-HRTimeline
COMERICA BANK496$10.6K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.470$10.1K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…418$8.97K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC388$8.74K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.72$1.54K<0.01%-1,02113F-HRTimeline
DHJJ Financial Advisors, Ltd.20$430<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%+113F-HRTimelineGroup