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Disclosery

SDVD FIRST TR EXCHANGE-TRADED FD

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FT VEST SMID (fund)

104 managers (106 13F filers) reported a position in SDVD shares at 2026-03-31, 14,884,881 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
104
13F filers
106
New
12
Added
63
Reduced
23
Sold out
4
Shares held by filers
14,884,881

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC1,266,325$27.5M0.01%+492,19513F-HRTimeline
Steward Partners Investment Advisory, L…1,208,843$26.2M0.13%+229,53413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,118,015$24.3M0.03%+152,45313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,062,862$23.1M0.01%-82,42113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP889,283$19.3M0.02%+356,62913F-HRTimelineGroup
Cetera Investment Advisers701,260$15.2M0.02%+195,97113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…660,624$14.3M0.18%+11,26513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA593,903$12.9M<0.01%+110,10313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding536,621$11.6M+88,703Timeline
Wealthspire Retirement, LLC645,000$11.4M0.69%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.395,318$8.58M0.01%+66,74013F-HRTimelineGroup
Capital Investment Advisors, LLC388,329$8.43M0.12%+11,79913F-HR/ATimeline
Z3 Capital Partners, LLC343,803$7.46M1.89%+13,44613F-HRTimeline
Indivisible Partners318,807$6.92M0.61%+130,49013F-HRTimeline
Private Advisor Group, LLC288,592$6.26M0.03%-4,81613F-HRTimeline
Snowden Capital Advisors LLC253,090$5.49M0.15%-53,35213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV244,017$5.3M0.32%+9,49613F-HRTimeline
HARBOUR INVESTMENTS, INC.213,703$4.64M0.07%+116,67413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding197,570$4.29M+21,095Timeline
G&S Capital LLC179,779$3.9M1.37%+12,30213F-HRTimeline
RiverTree Advisors, LLC178,486$3.87M2.45%+12,12013F-HRTimeline
Janney Montgomery Scott LLC161,425$3.5M0.01%-14,07713F-HRTimeline
IFP Advisors, Inc152,918$3.32M0.07%+42,54413F-HRTimeline
Advisory Advocates, LLC150,316$3.26M3.33%+7,13613F-HRTimeline
INTEGRITY ALLIANCE, LLC.126,684$2.75M0.1%+20,38013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP125,305$2.72M<0.01%-19,14413F-HRTimelineGroup
MTM Investment Management, LLC108,540$2.36M0.75%+10,83513F-HRTimeline
Stonebridge Financial Planning Group, L…96,819$2.1M0.77%-4,97913F-HRTimeline
Delta Investment Management, LLC91,646$1.99M0.36%+10,53013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC82,448$1.79M1.83%13F-HRTimeline
Gladstone Institutional Advisory LLC80,904$1.76M0.07%+46,69613F-HRTimeline
CWM, LLCin group CWM, LLC78,587$1.71M<0.01%+33,93913F-HRTimelineGroup
Elevation Advisory Partners LLC73,138$1.64M1.53%13F-HRTimeline
RFG Advisory, LLC69,137$1.5M0.03%+26,96213F-HRTimeline
Arax Advisory Partners66,237$1.44M0.04%+6,04313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…64,611$1.41M0.1%+3,87413F-HRTimeline
Cambridge Advisors Inc.62,897$1.36M0.26%+4,09913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,008$1.3M<0.01%+23,12513F-HRTimelineGroup
Whipplewood Advisors, LLC58,986$1.28M0.66%-1513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC57,461$1.25M0.03%+6,01813F-HR/ATimeline
Trueblood Wealth Management, LLC56,096$1.22M0.48%+8,35613F-HRTimeline
Capital Investment Advisory Services, L…54,622$1.19M0.09%+7,24413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED51,169$1.11M0.08%+13,99913F-HRTimeline
Orion Porfolio Solutions, LLC50,059$1.09M0.01%+23,65513F-HRTimeline
Next Level Private LLC49,819$1.08M0.24%+2,39713F-HRTimeline
MML INVESTORS SERVICES, LLC48,638$1.06M<0.01%+6,50913F-HRTimeline
Foundations Investment Advisors, LLC48,592$1.05M0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC48,519$1.05M0.01%+22,04013F-HRTimeline
Cambridge Investment Research Advisors,…48,148$1.04M<0.01%-3,73113F-HRTimeline
WINNACLE WEALTH LLC47,170$1.02M0.79%-23913F-HRTimeline
Atlas Wealth LLC44,800$972K0.29%+19,74613F-HR/ATimeline
Maia Wealth LLC43,356$941K0.16%+3,04813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,908$909K<0.01%new13F-HRTimelineGroup
1776 Wealth LLC40,690$883K0.35%-1,24713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,369$876K0.01%+15,00913F-HRTimelineGroup
Kovack Advisors, Inc.39,710$869K0.05%+2,72313F-HRTimeline
OLD MISSION CAPITAL LLC38,312$831K0.02%+22,86113F-HRTimeline
TrueWealth Advisors, LLC35,749$776K0.2%-49813F-HRTimeline
Summit Financial, LLC35,212$764K0.01%+1,81213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,873$735K<0.01%-8,77713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC33,418$725K0.02%+2,03913F-HRTimelineGroup
Balboa Wealth Partners32,216$699K0.12%+10,82913F-HRTimeline
HighTower Advisors, LLC30,830$669K<0.01%+1213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,450$661K0.03%+37513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,019$586K0.01%+16,00513F-HRTimelineGroup
Sanctuary Advisors, LLC26,982$586K<0.01%+29213F-HRTimeline
TKG Advisors, LLC25,034$543K0.22%+9013F-HRTimeline
Signature Equity Partners, LLC24,167$524K0.28%-66113F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV23,560$511K0.33%-571,27613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …22,806$495K<0.01%+2,19713F-HRTimelineGroup
Core Wealth Partners LLC21,828$474K0.22%-1,46013F-HRTimeline
Advisory Services Network, LLC19,125$415K0.01%+18313F-HRTimeline
Gateway Wealth Partners, LLC16,626$361K0.01%new13F-HRTimeline
AE Wealth Management LLC15,794$343K<0.01%+1,75213F-HRTimeline
Triumph Capital Management15,696$341K0.07%+5,80913F-HRTimeline
OneDigital Investment Advisors LLC15,492$336K<0.01%+90113F-HRTimeline
IHT Wealth Management, LLC15,251$331K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,865$301K0.02%-4,82913F-HRTimelineGroup
Faithward Advisors, LLC12,328$268K0.04%+83413F-HRTimeline
Arkadios Wealth Advisors11,844$257K<0.01%+1,65413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,163$244K<0.01%-6,44013F-HRTimeline
Advyzon Investment Management, LLC10,853$236K0.02%new13F-HRTimeline
NOVEM GROUP10,747$233K0.03%+1,19813F-HRTimeline
Atria Investments, Inc10,293$223K<0.01%-1,44913F-HRTimeline
Quad-Cities Investment Group, LLC9,748$212K0.08%new13F-HRTimeline
World Investment Advisors9,352$203K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC8,176$177K<0.01%+37313F-HR/ATimeline
Bullseye Investment Management, LLC5,613$122K0.07%-1,96813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,435$118K<0.01%+11113F-HRTimelineGroup
Sunbelt Securities, Inc.4,500$97.7K0.01%+2,00013F-HRTimeline
Wagner Wealth Management, LLC3,479$75.5K0.02%013F-HRTimeline
Larson Financial Group LLC2,940$63.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,450$53.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,400$52.1K<0.01%+1,20013F-HRTimeline
LANARK FINANCIAL, INC.2,364$51.3K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.409$8.88K<0.01%-6113F-HRTimeline
Sound Income Strategies, LLC388$8.49K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…378$8.2K<0.01%-4013F-HRTimelineGroup
Rossby Financial, LCC283$6.19K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC266$5.64K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC153$3.32K0.03%new13F-HRTimeline
SBI Securities Co., Ltd.30$651<0.01%-4213F-HRTimeline
DHJJ Financial Advisors, Ltd.20$434<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$38<0.01%+113F-HR/ATimelineGroup