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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

480 managers (486 13F filers) reported a position in SDVY shares at 2025-03-31, 178,061,481 shares in all. 39 filers opened a position and 51 filers sold out during the quarter.

Managers
480
13F filers
486
New
39
Added
283
Reduced
120
Sold out
51
Shares held by filers
178,061,481

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
Next Level Private LLC7,210$242K0.09%new13F-HRTimeline
Tempus Wealth Planning, LLC7,178$240K0.07%-2,53413F-HRTimeline
Creative Planningin group Creative Planning7,120$239K<0.01%+14813F-HRTimelineGroup
ARS Wealth Advisors Group, LLC6,952$233K0.03%-1,56613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,736$225K<0.01%+4,17113F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co6,719$225K<0.01%+40513F-HRTimelineGroup
Trexquant Investment LP6,471$217K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC6,608$216K0.03%+93913F-HRTimeline
CacheTech Inc.6,310$211K0.04%013F-HRTimeline
Grove Bank & Trust6,260$210K0.03%+5,50013F-HRTimeline
Saxony Capital Management, LLC6,145$206K0.18%+213F-HRTimeline
HBK Sorce Advisory LLC6,082$204K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,987$201K<0.01%+2413F-HRTimelineGroup
Larson Financial Group LLC5,728$192K0.01%+77013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,591$187K<0.01%+4,36913F-HRTimeline
Creekmur Asset Management LLC5,409$181K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,300$178K0.01%-50513F-HRTimeline
TD Capital Management LLC4,614$155K0.02%-41613F-HRTimeline
ORG Partners LLC4,550$153K0.04%-1,50013F-HRTimeline
Pinnacle Bancorp, Inc.4,255$143K0.05%013F-HRTimeline
Icon Wealth Advisors, LLC4,187$140K0.01%-6313F-HRTimeline
MONTAG A & ASSOCIATES INC3,684$123K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,137$105K0.01%+8213F-HRTimeline
Sunbelt Securities, Inc.2,842$95.2K0.01%+1,29213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,532$84.8K0.03%-29713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,500$83.8K0.03%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC2,139$71.7K0.09%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,116$71K0.03%+813F-HRTimeline
WOLFF WIESE MAGANA LLC2,047$68.6K0.05%+4013F-HRTimeline
United Community Bankin group United Community Bank1,927$64.6K0.02%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,721$57.7K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,610$53.9K0.01%+45013F-HRTimeline
AMERIFLEX GROUP, INC.1,498$50.2K0.02%+1,22113F-HRTimeline
Glass Jacobson Investment Advisors llc1,199$43K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,266$42.4K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,252$41.9K0.03%-20813F-HRTimeline
Accordant Advisory Group Inc1,200$40.2K0.04%013F-HR/ATimeline
Key Financial Inc924$31K0.01%013F-HRTimeline
Pineridge Advisors LLC857$28.7K0.01%+9513F-HRTimeline
FSC Wealth Advisors, LLC800$26.8K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…650$21.8K<0.01%new13F-HRTimelineGroup
Sawyer & Company, Inc587$20K0.01%013F-HRTimeline
MATHER GROUP, LLC.515$17.3K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC484$16.2K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC425$14.2K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank412$13.8K<0.01%-2013F-HRTimeline
Kozak & Associates, Inc.425$13.4K<0.01%+213F-HRTimeline
PFG Private Wealth Management, LLC394$13.2K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC378$12.7K<0.01%new13F-HR/ATimeline
Ameliora Wealth Management Ltd.370$12.4K<0.01%new13F-HRTimeline
Tidemark, LLC298$9.98K<0.01%-26713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…297$9.95K<0.01%-4913F-HRTimelineGroup
Flaharty Asset Management, LLC292$9.78K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC250$8.38K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC240$8.04K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…237$7.94K<0.01%-48713F-HRTimelineGroup
Truvestments Capital LLC215$7.2K<0.01%new13F-HRTimeline
Rossby Financial, LCC220$7.13K<0.01%new13F-HRTimeline
WHITTIER TRUST CO200$6.7K<0.01%013F-HRTimeline
Main Street Group, LTD200$6.68K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.195$6.53K<0.01%+18113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS170$5.7K<0.01%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.154$5.16K<0.01%new13F-HRTimeline
Transce3nd, LLC152$5.09K<0.01%new13F-HRTimeline
Investors Research Corp137$4.59K<0.01%013F-HRTimeline
GAMMA Investing LLC128$4.29K<0.01%013F-HR/ATimeline
GoalVest Advisory LLC114$3.82K<0.01%-21113F-HRTimeline
Westside Investment Management, Inc.100$3.37K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC76$2.55K<0.01%new13F-HRTimeline
Nemes Rush Group LLC74$2.48K<0.01%new13F-HRTimeline
GKV Capital Management Co., Inc.56$1.88K<0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC31$1.04K<0.01%013F-HRTimeline
EASTERN BANK30$1K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP39$1K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/29$981<0.01%-1,16313F-HRTimelineGroup
Blue Trust, Inc.29$972<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.3$101<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$28<0.01%-3,93613F-HRTimeline
POM Investment Strategies, LLC0$12<0.01%-74,79713F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-191,67213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.