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SDVYSDVY
25 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in FIRST TR EXCHANGE TRADED FD

OSAIC HOLDINGS, INC. holds 2.8M shares of SDVY (FIRST TR EXCHANGE TRADED FD), worth $110.9M as of 2026-Q1. The position was increased (+0.3% shares). SDVY represents 0.2% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$110.9M

Current Shares

2.8M

Total Value Change

+$110.4M

Total Shares Change

+2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.8M
+0.3%
$110.9M0.2%$41.59
36
2025-Q4
Decreased
2.8M
-5.5%
$107.5M0.2%$38.76
0
2025-Q3
Increased
3M
+8.1%
$112.6M0.2%$37.88
39
2025-Q2
Increased
2.7M
+11.2%
$96.8M0.2%$35.11
40
2025-Q1
Increased
2.5M
+2.4%
$82.7M0.2%$33.08
36
2024-Q4
Increased
2.4M
+10.8%
$86.5M0.2%$35.23
40
2024-Q3
Increased
2.2M
+11.8%
$79.3M0.2%$35.58
40
2024-Q2
Increased
1.9M
+10.1%
$65.1M0.2%$32.64
39
2024-Q1
Increased
1.8M
+7.6%
$61.6M0.1%$33.89
38
2023-Q4
Decreased
1.6M
-6.8%
$53.9M0.1%$31.80
0
2023-Q3
Increased
1.8M
+26.9%
$49.8M0.1%$27.24
36
2023-Q2
Increased
1.4M
+61.5%
$39.4M0.1%$27.14
42
2023-Q1
Increased
860,604
+1.5%
$22.9M0.0%$25.04
29
2022-Q4
Decreased
848,071
-3.5%
$22.1M0.0%$24.73
0
2022-Q3
Decreased
878,740
-3.6%
$20.3M0.0%$21.89
0
2022-Q2
Decreased
911,456
-4.9%
$21.8M0.0%$22.45
0
2022-Q1
Increased
958,332
+177.7%
$31.1M0.1%$26.42
47
2021-Q4
Increased
345,118
+124.7%
$10.5M0.0%$28.07
45
2021-Q3
Increased
153,588
+19.7%
$4.3M0.0%$26.65
32
2021-Q2
Increased
128,285
+157.2%
$3.7M0.0%$26.72
43
2021-Q1
Increased
49,871
+69.4%
$1.4M0.0%$25.94
38
2020-Q4
Decreased
29,432
-3.0%
$699,0000.0%$21.68
0
2020-Q3
Decreased
30,332
-4.1%
$555,0000.0%$16.62
0
2020-Q2
Decreased
31,630
-10.8%
$556,0000.0%$15.72
0
2020-Q1
New
35,446
-
$505,0000.0%$13.16
33

Other major holders of SDVY: LPL Financial LLC

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