110 institutions reported holding $320.2M of FIRST TR EXCH TRADED FD III (SDVD) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($27.5M), Steward Partners Investment Advisory, LLC ($26.2M), COMMONWEALTH EQUITY SERVICES, LLC ($24.3M), RAYMOND JAMES FINANCIAL INC ($23.1M), STIFEL FINANCIAL CORP ($19.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $27.5M | 1.3M | Added |
| 2 | Steward Partners Investment Advisory, LLC | $26.2M | 1.2M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $24.3M | 1.1M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $23.1M | 1.1M | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $19.3M | 889,283 | Added |
| 6 | Cetera Investment Advisers | $15.2M | 701,260 | Added |
| 7 | STEPHENS INC /AR/ | $14.3M | 660,624 | Added |
| 8 | Royal Bank of Canada | $12.9M | 593,903 | Added |
| 9 | NFP Retirement, Inc. | $11.4M | 645,000 | New |
| 10 | Kestra Advisory Services, LLC | $11.3M | 522,516 | Added |
| 11 | OSAIC HOLDINGS, INC. | $8.6M | 395,318 | Added |
| 12 | Capital Investment Advisors, LLC | $8.4M | 388,329 | Added |
| 13 | Z3 Capital Partners, LLC | $7.5M | 343,803 | Added |
| 14 | Indivisible Partners | $6.9M | 318,807 | Added |
| 15 | Private Advisor Group, LLC | $6.3M | 288,592 | Trimmed |
| 16 | Snowden Capital Advisors LLC | $5.5M | 253,090 | Trimmed |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.3M | 244,017 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $4.6M | 213,703 | Added |
| 19 | G&S Capital LLC | $3.9M | 179,779 | Added |
| 20 | RiverTree Advisors, LLC | $3.9M | 178,486 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 176,505 | Added |
| 22 | Janney Montgomery Scott LLC | $3.5M | 161,425 | Trimmed |
| 23 | IFP Advisors, Inc | $3.3M | 152,918 | Added |
| 24 | Advisory Advocates, LLC | $3.3M | 150,316 | Added |
| 25 | INTEGRITY ALLIANCE, LLC. | $2.7M | 126,684 | Added |
Source: SEC Form 13F filings · as of 2026-03-31