Who Owns FIRST TR EXCH TRADED FD III (SDVD)? -- Institutional Holders (2026-06-30)

121 institutions reported holding $367.8M of FIRST TR EXCH TRADED FD III (SDVD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($36.4M), Steward Partners Investment Advisory, LLC ($30.3M), RAYMOND JAMES FINANCIAL INC ($26.9M), COMMONWEALTH EQUITY SERVICES, LLC ($26.0M), STIFEL FINANCIAL CORP ($18.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$36.4M	1.6M	Added
2	Steward Partners Investment Advisory, LLC	$30.3M	1.3M	Added
3	RAYMOND JAMES FINANCIAL INC	$26.9M	1.2M	Added
4	COMMONWEALTH EQUITY SERVICES, LLC	$26.0M	1.1M	Added
5	STIFEL FINANCIAL CORP	$18.6M	804,054	Trimmed
6	Cetera Investment Advisers	$17.8M	772,597	Added
7	STEPHENS INC /AR/	$15.7M	678,876	Added
8	Royal Bank of Canada	$14.0M	607,164	Added
9	OSAIC HOLDINGS, INC.	$12.8M	552,562	Added
10	Luken Investment Analytics, LLC	$12.7M	549,594	New
11	Kestra Advisory Services, LLC	$12.0M	519,484	Trimmed
12	Capital Investment Advisors, LLC	$8.9M	386,746	Trimmed
13	Z3 Capital Partners, LLC	$8.1M	349,449	Added
14	Indivisible Partners	$7.6M	329,479	Added
15	Snowden Capital Advisors LLC	$6.0M	260,940	Added
16	CREATIVE FINANCIAL DESIGNS INC /ADV	$5.8M	252,242	Added
17	HARBOUR INVESTMENTS, INC.	$5.6M	242,494	Added
18	Private Advisor Group, LLC	$5.2M	224,221	Trimmed
19	ENVESTNET ASSET MANAGEMENT INC	$5.1M	222,832	Added
20	IFP Advisors, Inc	$4.7M	203,442	Added
21	RiverTree Advisors, LLC	$4.5M	196,412	Added
22	G&S Capital LLC	$4.3M	186,523	Added
23	Advisory Advocates, LLC	$3.6M	156,166	Added
24	INTEGRITY ALLIANCE, LLC.	$3.5M	149,469	Added
25	Janney Montgomery Scott LLC	$3.4M	147,431	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30