Question 1

How many shares of SDVY does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC holds 1.7M shares of SDVY (FIRST TR EXCHANGE TRADED FD).

Question 2

What is Kestra Advisory Services, LLC's SDVY position worth?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC's SDVY position is worth $65.4M.

Question 3

Is Kestra Advisory Services, LLC buying or selling SDVY?

Accepted Answer

In 2026-Q1, Kestra Advisory Services, LLC increased their SDVY position (+5.5% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy SDVY?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in SDVY in 2021-Q2. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1.7M	+5.5%	$65.4M	0.2%	$41.59	37
2025-Q4	Increased	1.6M	+12.4%	$60.3M	0.2%	$38.76	40
2025-Q3	Increased	1.4M	+7.1%	$53.2M	0.2%	$37.88	38
2025-Q2	Increased	1.3M	+2.9%	$46.1M	0.2%	$35.11	36
2025-Q1	Increased	1.3M	+19.2%	$42.5M	0.2%	$33.08	41
2024-Q4	Increased	1.1M	+10.3%	$38.2M	0.2%	$35.23	38
2024-Q3	Increased	965,710	+10.6%	$35.1M	0.2%	$35.58	38
2024-Q2	Increased	873,142	+14.3%	$29.1M	0.2%	$32.64	39
2024-Q1	Increased	764,110	+49.4%	$26.6M	0.2%	$33.89	47
2023-Q4	Increased	511,587	+190.9%	$16.8M	0.1%	$31.80	54
2023-Q3	Decreased	175,862	-0.6%	$5M	0.0%	$27.24	0
2023-Q2	Decreased	176,994	-36.5%	$5M	0.1%	$27.14	0
2023-Q1	Increased	278,747	+47.1%	$7.4M	0.1%	$25.04	37
2022-Q4	Decreased	189,529	-36.0%	$4.9M	0.0%	$24.73	0
2022-Q3	Increased	296,289	+1.4%	$6.9M	0.1%	$21.89	28
2022-Q2	Decreased	292,294	-33.0%	$7M	0.1%	$22.45	0
2022-Q1	Increased	436,439	+98.2%	$12.2M	0.1%	$26.42	54
2021-Q4	Increased	220,253	+37.1%	$6.7M	0.1%	$28.07	36
2021-Q3	Increased	160,693	+316.2%	$4.5M	0.0%	$26.65	43
2021-Q2	New	38,610	-	$1.1M	0.0%	$26.72	35

SDVY20 quarters

SDVY
20 quarters