Who Owns FIRST TRUST (SDVD)?Hedge Fund & Institutional Holders

$21.87+0.13 (+0.60%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$17.64$19.25$20.86$22.46$24.07Sep 24Jun 25Mar 26

SDVD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+966K+$20.0B
STEPHENS INC /AR/New Position+649K+$13.9B
Capital Investment Advisors, LLCNew Position+377K+$8.1B
Bullseye Investment Management, LLCNew Position+262K+$5.2B
CREATIVE FINANCIAL DESIGNS INC /ADVNew Position+235K+$5.0B
G&S Capital LLCNew Position+167K+$3.6B
RiverTree Advisors, LLCNew Position+166K+$3.6B
MTM Investment Management, LLCNew Position+98K+$2.1B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+61K+$1.3B
Whipplewood Advisors, LLCNew Position+59K+$1.3B
WINNOW WEALTH LLCNew Position+47K+$1.0B
Trueblood Wealth Management, LLCNew Position+48K+$1.0B
Next Level Private LLCNew Position+47K+$1.0B
Capital Investment Advisory Services, LLCNew Position+47K+$1.0B
1776 Wealth LLCNew Position+42K+$899.0M

SDVD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Wealthspire Retirement, LLCClosed Position-787K-$14.0B
Luken Investment Analytics, LLCDecreased-349K-$7.6B
STIFEL FINANCIAL CORPDecreased-166K-$4.1B
Prospera Financial Services IncClosed Position-174K-$3.8B
CHIRON CAPITAL MANAGEMENT, LLCClosed Position-90K-$2.0B
OSAIC HOLDINGS, INC.Decreased-34K-$1.8B
ROYAL BANK OF CANADADecreased-28K-$1.1B
StoneX Group Inc.Decreased-26K-$970.2M
JANE STREET GROUP, LLCDecreased-3K-$864.0M
IFP Advisors, IncDecreased-13K-$666.4M
SYNOVUS FINANCIAL CORPClosed Position-27K-$580.1M
Atria Investments, IncDecreased-3K-$323.2M
CARY STREET PARTNERS FINANCIAL LLCClosed Position-11K-$242.6M
Stonebridge Financial Planning Group, LLCDecreased-10K-$233.3M
Qube Research & Technologies LtdClosed Position-10K-$190.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Steward Partners Investment Advisory, LLC979,309$21.0B115.16%Share
2COMMONWEALTH EQUITY SERVICES, LLC965,562$20.0B26.66%Share
3STEPHENS INC /AR/649,359$13.9B173.36%Share
4RAYMOND JAMES FINANCIAL INC640,499$13.0B4.04%Share
5STIFEL FINANCIAL CORP530,013$11.0B9.89%Share
6RAYMOND JAMES FINANCIAL INC504,784$10.0B3.11%Share
7ROYAL BANK OF CANADA480,486$10.0B1.63%Share
8Capital Investment Advisors, LLC376,530$8.1B123.07%Share
9Snowden Capital Advisors LLC306,442$6.0B0.15%Share
10Private Advisor Group, LLC293,408$6.0B28.23%Share
11Bullseye Investment Management, LLC262,066$5.2B3.18%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV234,521$5.0B0.32%Share
13OSAIC HOLDINGS, INC.192,755$4.0B5.84%Share
14G&S Capital LLC167,477$3.6B1.27%Share
15RiverTree Advisors, LLC166,366$3.6B2.28%Share
16FIRST TRUST ADVISORS LP144,449$3.0B2.18%Share
17INTEGRITY ALLIANCE, LLC.106,304$2.3B0.08%Share
18Stonebridge Financial Planning Group, LLC101,798$2.2B0.79%Share
19MTM Investment Management, LLC97,705$2.1B0.67%Share
20IFP Advisors, Inc110,374$2.0B0.04%Share
21OSAIC HOLDINGS, INC.100,399$2.0B2.92%Share
22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC60,737$1.3B0.09%Share
23Whipplewood Advisors, LLC59,001$1.3B0.81%Share
24Cambridge Advisors Inc.58,798$1.3B0.24%Share
25WINNOW WEALTH LLC47,409$1.0B0.77%Share
26Trueblood Wealth Management, LLC47,740$1.0B0.40%Share
27Next Level Private LLC47,422$1.0B0.27%Share
28Capital Investment Advisory Services, LLC47,378$1.0B0.07%Share
29Maia Wealth LLC40,308$932.0M0.16%Share
301776 Wealth LLC41,937$899.0M0.34%Share
31Jaffetilchin Investment Partners, LLC40,314$865.0M0.05%Share
32SILVER OAK SECURITIES, INCORPORATED37,170$806.0M0.05%Share
33Kovack Advisors, Inc.36,987$802.0M0.06%Share
34TrueWealth Advisors, LLC36,247$777.0M0.20%Share
35Atlas Wealth LLC25,054$537.0M0.16%Share
36TKG Advisors, LLC24,944$535.0M0.22%Share
37Schulz Wealth, LTD.23,700$508.0M0.33%Share
38Core Wealth Partners LLC23,288$499.0M0.22%Share
39Balboa Wealth Partners21,387$458.0M0.08%Share
40OLD MISSION CAPITAL LLC15,451$331.0M0.01%Share
41J.W. COLE ADVISORS, INC.14,211$304.0M0.01%Share
42Triumph Capital Management9,887$212.0M0.05%Share
43NOVEM GROUP9,549$204.0M0.02%Share
44Wagner Wealth Management, LLC3,479$74.0M0.02%Share
45Luken Investment Analytics, LLC2,565$55.0M0.02%Share
46Sunbelt Securities, Inc.2,500$53.0M0.00%Share
47Farther Finance Advisors, LLC2,450$52.0M0.56%Share
48Geneos Wealth Management Inc.1,200$25.0M0.00%Share
49LPL Financial LLC774,130$16.0M0.00%Share
50COMERICA BANK496$10.0M0.04%Share

SDVD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202593$170.9B+43
Q3 202550$159.2B-26
Q2 202576$174.9B-1
Q1 202577$176.8B+17
Q4 202460$6.2T+27
Q3 202433$10.6T+4
Q2 202429$21.5T+13
Q1 202416$629.9T—

As of Q4 2025, 50 institutional investors hold SDVD (FIRST TRUST). The largest holder is Steward Partners Investment Advisory, LLC with $21.0B in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own SDVD?

As of Q4 2025, 50 institutional investors report holding SDVD (FIRST TRUST) in their 13F filings.

Who is the largest institutional holder of SDVD?

The largest institutional holder of SDVD is Steward Partners Investment Advisory, LLC with $21.0B in shares.

Is institutional ownership of SDVD increasing or decreasing?

This quarter, 15 institutions opened new positions in SDVD and 6 closed their positions.