Question 1

Who owns SDVY?

Accepted Answer

FIRST TR EXCHANGE TRADED FD (SDVY) is held by 92 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Question 2

Are institutions buying or selling SDVY?

Accepted Answer

In Q1 2026, 58 institutions opened or increased positions in FIRST TR EXCHANGE TRADED FD while 34 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on SDVY?

Accepted Answer

HoldingsIntel scores FIRST TR EXCHANGE TRADED FD across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for SDVY. In Q1 2026, the institutional leg showed net inflows: 58 buying versus 34 selling.

Question 4

How many hedge funds hold SDVY?

Accepted Answer

92 institutional investors report holding FIRST TR EXCHANGE TRADED FD (SDVY) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into SDVY?

Accepted Answer

As of Q1 2026, tracked institutions in FIRST TR EXCHANGE TRADED FD show 58 buyers versus 34 sellers — net inflows.

Question 6

Are Congress members and hedge funds both buying SDVY?

Accepted Answer

Yes — in the latest quarter, 1 members of Congress and 58 institutional investors bought FIRST TR EXCHANGE TRADED FD. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	24.9M(-0.1%)	$980.7M	0.3%	+39.30%	0
MORGAN STANLEY	Increased	18.6M(+3.5%)	$732.8M	0.0%	+31.69%	33
RAYMOND JAMES FINANCIAL INC	Increased	15.3M(+8.7%)	$604.3M	0.2%	+24.17%	41
WELLS FARGO & COMPANY/MN	Increased	12.6M(+1.5%)	$497.7M	0.1%	+35.43%	32
BANK OF AMERICA CORP /DE/	Increased	9.5M(+6.3%)	$373.1M	0.0%	+24.00%	33
Cetera Investment Advisers	Increased	7.9M(+3.0%)	$313.2M	0.3%	+27.64%	38
ROYAL BANK OF CANADA	Increased	6.7M(+5.1%)	$263M	0.0%	+24.88%	32
UBS Group AG	Decreased	6.3M(-9.4%)	$248M	0.0%	+34.72%	0
STIFEL FINANCIAL CORP	Decreased	3.9M(-5.3%)	$155.6M	0.1%	+36.42%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	3.6M(+10.3%)	$142.8M	0.0%	+34.49%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	3.5M(-2.8%)	$136.2M	0.2%	+32.61%	0
HighTower Advisors, LLC	Decreased	3M(-10.0%)	$117.3M	0.1%	+28.54%	0
OSAIC HOLDINGS, INC.	Increased	2.8M(+0.3%)	$110.9M	0.2%	+46.05%	36
TRUIST FINANCIAL CORP	Increased	2.7M(+8.1%)	$104.6M	0.1%	+48.23%	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.5M(+13.6%)	$98.5M	0.1%	+29.83%	34
Baird Financial Group, Inc.	Increased	1.7M(+18.2%)	$66.6M	0.1%	+35.24%	41
Kestra Advisory Services, LLC	Increased	1.7M(+5.5%)	$65.4M	0.2%	+31.94%	37
BLAIR WILLIAM & CO/IL	Increased	1.5M(+13.2%)	$58.4M	0.2%	+39.29%	40
JONES FINANCIAL COMPANIES LLLP	Increased	1.5M(+35.7%)	$58.3M	0.0%	+18.90%	38
Private Advisor Group, LLC	Increased	1.4M(+6.2%)	$57M	0.3%	+35.62%	37

FIRST TR EXCHANGE TRADED FD

Smart Money Verdict

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FIRST TR EXCHANGE TRADED FD

Smart Money Verdict

Who's Trading

Top Holders

Continue exploring

Other Unknown stocks held by institutions