How many shares of SDVY does LPL Financial LLC own?

As of 2026-Q1, LPL Financial LLC holds 24.9M shares of SDVY (FIRST TR EXCHANGE TRADED FD).

What is LPL Financial LLC's SDVY position worth?

As of 2026-Q1, LPL Financial LLC's SDVY position is worth $980.7M.

In 2026-Q1, LPL Financial LLC decreased their SDVY position (-0.1% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in SDVY in 2018-Q4. They have held the position across 30 quarters.

Position history for LPL Financial LLC's holdings in FIRST TR EXCHANGE TRADED FD

Current Value

$980.7M

Current Shares

24.9M

Total Value Change

+$980.5M

Total Shares Change

+24.9M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	24.9M	-0.1%	$980.7M	0.3%	$41.59	0
2025-Q4	Increased	24.9M	+4.8%	$953.9M	0.3%	$38.76	40
2025-Q3	Increased	23.8M	+0.9%	$903.2M	0.3%	$37.88	38
2025-Q2	Increased	23.5M	+0.7%	$830.4M	0.3%	$35.11	38
2025-Q1	Increased	23.4M	+6.6%	$783M	0.3%	$33.08	40
2024-Q4	Increased	21.9M	+21.9%	$786.4M	0.3%	$35.23	46
2024-Q3	Increased	18M	+17.1%	$654.4M	0.3%	$35.58	44
2024-Q2	Increased	15.4M	+15.9%	$512.7M	0.3%	$32.64	43
2024-Q1	Increased	13.3M	+45.7%	$461.5M	0.2%	$33.89	51
2023-Q4	Increased	9.1M	+32.4%	$298M	0.2%	$31.80	47
2023-Q3	Increased	6.9M	+15.8%	$193.9M	0.1%	$27.24	42
2023-Q2	Decreased	5.9M	-7.0%	$168M	0.1%	$27.14	0
2023-Q1	Increased	6.4M	+12.1%	$170.2M	0.1%	$25.04	41
2022-Q4	Increased	5.7M	+14.4%	$148.4M	0.1%	$24.73	41
2022-Q3	Increased	5M	+12.8%	$115.2M	0.1%	$21.89	41
2022-Q2	Increased	4.4M	+9.3%	$105.4M	0.1%	$22.45	39
2022-Q1	Increased	4M	+73.3%	$112.5M	0.1%	$26.42	45
2021-Q4	Increased	2.3M	+103.9%	$70.6M	0.1%	$28.07	48
2021-Q3	Increased	1.1M	+110.8%	$32.3M	0.0%	$26.65	47
2021-Q2	Increased	541,866	+72.5%	$15.8M	0.0%	$26.72	42
2021-Q1	Increased	314,098	+2487.5%	$8.9M	0.0%	$25.94	44
2020-Q4	New	12,139	-	$288,000	0.0%	$21.68	32
2020-Q3	Exited	0	-100.0%	$0	0.0%	$16.62	0
2020-Q2	Decreased	12,013	-16.9%	$211,000	0.0%	$15.72	0
2020-Q1	Decreased	14,458	-66.8%	$206,000	0.0%	$13.16	0
2019-Q4	Increased	43,550	+22.9%	$943,000	0.0%	$19.47	30
2019-Q3	Increased	35,420	+111.3%	$719,000	0.0%	$18.12	40
2019-Q2	Increased	16,760	+8.7%	$345,000	0.0%	$18.33	26
2019-Q1	Increased	15,415	+32.5%	$307,000	0.0%	$17.61	30
2018-Q4	New	11,635	-	$204,000	0.0%	$15.51	32

Other major holders of SDVY: MORGAN STANLEY