FIRST TR EXCHANGE-TRADED FD

SDVD (FIRST TR EXCHANGE-TRADED FD) is held by 28 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($36.4M), Steward Partners Investment Advisory, LLC ($30.3M), RAYMOND JAMES FINANCIAL INC ($26.9M). Net institutional sentiment: Bullish.

28

Holders

(2 Elite)

$218.5M

Total Value

73% (30)

Consensus

22 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

SD

Smart Money Verdict

View all

Loading verdict

Institutional (13F)62

Insider (Form 4)47

Activist (13D/13G)37

Congressional (STOCK Act)81

Holder Quality

58

★★★★★

Elite

20

★★★★

Strong

66

★★★

Solid

24

★★

Below

69

★

Weak

Held by 28 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Jul 22, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.44.6%Jul 22, 2026

ActivistFTFirst Trust Portfolios L.P.48.4%Jan 23, 2026

ActivistTRUIST FINANCIAL CORP0.0%Jul 7, 2025

View all activist filings

Top Holders

Top Holders (28)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.6M(+24.5%)	$36.4M	0.0%	+14.40%	35
Steward Partners Investment Advisory, LLC	Increased	1.3M(+8.4%)	$30.3M	0.2%	+24.55%	37
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+9.5%)	$26.9M	0.0%	+25.23%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.1M(+0.7%)	$26M	0.0%	+26.09%	29
STIFEL FINANCIAL CORP	Decreased	804,054(-9.6%)	$18.6M	0.0%	+23.32%	0
Cetera Investment Advisers	Increased	772,597(+10.2%)	$17.8M	0.0%	+18.13%	31
ROYAL BANK OF CANADA	Increased	607,164(+2.2%)	$14M	0.0%	+23.08%	29
OSAIC HOLDINGS, INC.	Increased	552,562(+39.8%)	$12.8M	0.0%	+18.41%	37
Kestra Advisory Services, LLC	Decreased	519,484(-0.6%)	$12M	0.0%	+22.88%	0
Private Advisor Group, LLC	Decreased	224,221(-22.3%)	$5.2M	0.0%	+25.59%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	222,832(+26.3%)	$5.1M	0.0%	+21.21%	33
FIRST TRUST ADVISORS LP	Increased	128,579(+2.6%)	$3M	0.0%	+24.30%	27
IWIntegrated Wealth Concepts LLC	Increased	65,388(+34.8%)	$1.5M	0.0%	+12.18%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	61,682(+82.1%)	$1.4M	0.0%	+9.51%	39
MML INVESTORS SERVICES, LLC	Increased	52,621(+8.2%)	$1.2M	0.0%	+20.70%	27
&PARTNERS	New	41,531	$956,599	0.0%	+2.61%	35
Sanctuary Advisors, LLC	Increased	40,899(+51.6%)	$944,358	0.0%	+15.55%	35
AMERIPRISE FINANCIAL INC	New	37,825	$873,379	0.0%	+2.61%	34
HighTower Advisors, LLC	Increased	36,012(+16.8%)	$831,510	0.0%	+18.76%	29
Pinnacle Financial Partners, Inc.	Increased	25,268(+10.8%)	$583,451	0.0%	+14.07%	27

Showing 1-20 of 32

Per page:

1 / 2

SDSDVDFIRST TR EXCHANGE-TRADED FD

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer