Who Owns SDVD?
FIRST TRUST — Institutional Ownership & 13F Holdings
$23.07
+0.11 (+0.48%)
Market Cap
—
Shares Outstanding
36,500,002
Institutional Holders
77
Total Inst. Value
$141.7M
% of Float Held
—
QoQ Holder Change
+61
Institutional data as of Q1 2025
New Positions
25
Closed Positions
8
Increased
38
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $22.8M | 1,140,065 |
| 2 | Steward Partners Investment Advisory, LLCNew | $17.8M | 889,276 |
| 3 | ROYAL BANK OF CANADA | $14.5M | 725,491 |
| 4 | STIFEL FINANCIAL CORP | $13.1M | 655,981 |
| 5 | Capital Investment Advisors, LLC | $7.6M | 381,627 |
| 6 | OSAIC HOLDINGS, INC. | $7.6M | 380,356 |
| 7 | Cetera Investment Advisers | $6.0M | 300,641 |
| 8 | Bullseye Investment Management, LLC | $5.2M | 262,066 |
| 9 | Snowden Capital Advisors LLC | $4.0M | 201,724 |
| 10 | Ergawealth Advisors, Inc. | $2.6M | 127,713 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +559K | $22.8M |
| Steward Partners Investment Advisory, LLCNew | +889K | $17.8M |
| ROYAL BANK OF CANADA | +106K | $14.5M |
| STIFEL FINANCIAL CORP | +352K | $13.1M |
| Capital Investment Advisors, LLC | +252K | $7.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OneDigital Investment Advisors LLC | -95K | $238K |
| JANE STREET GROUP, LLC | -41K | $929K |
| ENVESTNET ASSET MANAGEMENT INC | -16K | $6K |
| TRUIST FINANCIAL CORP | -12K | $823K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | -7K | $335K |
Frequently Asked Questions
How many institutional investors hold SDVD?
As of Q1 2025, 77 institutional investors report holding SDVD (FIRST TRUST) in their 13F filings.
Which hedge fund owns the most SDVD?
The largest institutional holder of SDVD is RAYMOND JAMES FINANCIAL INC with $22.8M in shares.
Are institutions buying or selling SDVD?
This quarter, 25 institutions opened new positions in SDVD and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.