Who Owns FIRST TR EXCHANGE TRADED FD (SDVY)? -- Institutional Holders (2026-03-31)

581 institutions reported holding $8.00B of FIRST TR EXCHANGE TRADED FD (SDVY) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($980.7M), MORGAN STANLEY ($732.8M), RAYMOND JAMES FINANCIAL INC ($604.3M), WELLS FARGO & COMPANY/MN ($497.7M), BANK OF AMERICA CORP /DE/ ($373.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$980.7M24.9MTrimmed
2MORGAN STANLEY$732.8M18.6MAdded
3RAYMOND JAMES FINANCIAL INC$604.3M15.3MAdded
4WELLS FARGO & COMPANY/MN$497.7M12.6MAdded
5BANK OF AMERICA CORP /DE/$373.1M9.5MAdded
6Cetera Investment Advisers$313.2M7.9MAdded
7Royal Bank of Canada$263.0M6.7MAdded
8UBS Group AG$248.0M6.3MTrimmed
9Capital Investment Advisors, LLC$180.4M4.6MAdded
10STIFEL FINANCIAL CORP$155.6M3.9MTrimmed
11HARBOUR INVESTMENTS, INC.$151.0M3.8MAdded
12ENVESTNET ASSET MANAGEMENT INC$142.8M3.6MAdded
13PARK NATIONAL CORP /OH/$136.9M3.5MAdded
14COMMONWEALTH EQUITY SERVICES, LLC$136.2M3.5MTrimmed
15HighTower Advisors, LLC$117.3M3.0MTrimmed
16OSAIC HOLDINGS, INC.$110.9M2.8MAdded
17LVZ, Inc.$105.4M2.7MTrimmed
18TRUIST FINANCIAL CORP$104.6M2.7MAdded
19Cambridge Investment Research Advisors, Inc.$102.4M2.6MAdded
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$98.5M2.5MAdded
21Baird Financial Group, Inc.$66.6M1.7MAdded
22Kestra Advisory Services, LLC$65.4M1.7MAdded
23BLAIR WILLIAM & CO/IL$58.4M1.5MAdded
24JONES FINANCIAL COMPANIES LLLP$58.3M1.5MAdded
25Private Advisor Group, LLC$57.0M1.4MAdded

Source: SEC Form 13F filings · as of 2026-03-31