SDVY · Insider trading · 13F holders · Congress trades
First Tr Exchange Traded Fd (SDVY)
Who is buying and selling SDVY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 166
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SDVY at a glance
- No open-market insider purchases or sales of SDVY were filed in the last 90 days.
- 166 13F filers hold SDVY among their 50 largest positions, worth $1.9B combined. The biggest bets by portfolio weight are Southern Financial Group, LLC (14.4%), LVZ, Inc. (11.3%) and S Harris Financial Group, LLC (9.8%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
- No member of Congress has disclosed a trade in SDVY.
SDVY insider trading
No open-market insider purchases or sales of SDVY were filed in the last 90 days.
Who owns SDVY? Hedge funds and superinvestors
166 13F filers hold SDVY among their 50 largest positions, worth $1.9B combined. The biggest bets by portfolio weight are Southern Financial Group, LLC (14.4%), LVZ, Inc. (11.3%) and S Harris Financial Group, LLC (9.8%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLCWealth manager | 2.6% | $197.0M | 4,853,868 | +2.6% shares | Q3 2026 |
| Harbour Investments, Inc.Wealth manager | 2.3% | $173.3M | 4,017,829 | +4.9% shares | Q2 2026 |
| Park National Corp /oh/Bank & trust | 3.9% | $145.5M | 3,584,904 | +1.5% shares | Q3 2026 |
| LVZ, Inc.Wealth manager | 11.3% | $110.1M | 2,714,299 | +0.4% shares | Q3 2026 |
| Southern Financial Group, LLCWealth manager | 14.4% | $56.4M | 1,308,434 | +0.4% shares | Q2 2026 |
| Smith Chas P & Associates Pa CpasInvestment manager | 2.0% | $41.6M | 1,001,629 | -0.3% shares | Q3 2026 |
| Mgo One Seven LLCWealth manager | 0.6% | $38.0M | 935,222 | +4.2% shares | Q3 2026 |
| JSF Financial, LLCWealth manager | 5.6% | $36.3M | 894,874 | +1.0% shares | Q3 2026 |
| Western Wealth Management, LLCWealth manager | 1.2% | $36.1M | 837,131 | -1.4% shares | Q2 2026 |
| Prospera Financial Services IncWealth manager | 0.5% | $34.4M | 796,153 | -6.6% shares | Q2 2026 |
| Csenge Advisory GroupWealth manager | 1.1% | $28.1M | 650,365 | — | Q2 2026 |
| Gw Henssler & Associates LtdInvestment manager | 1.2% | $27.9M | 687,647 | -0.4% shares | Q3 2026 |
| Private Wealth Asset Management, LLCWealth manager | 2.7% | $27.7M | 639,969 | +25.3% shares | Q2 2026 |
| Blue Chip Partners, LLCWealth manager | 1.7% | $26.9M | 623,257 | +2.6% shares | Q2 2026 |
| Decker Wealth Management LLCWealth manager | 5.3% | $25.9M | 637,438 | -2.1% shares | Q3 2026 |
| Guardian Wealth Advisors, LLC / NcWealth manager | 1.4% | $24.7M | 571,663 | +4.4% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 0.9% | $24.2M | 597,340 | +2.3% shares | Q3 2026 |
| Crumly & Associates Inc.Wealth manager | 4.1% | $23.3M | 574,336 | +22.5% shares | Q3 2026 |
| Wagner Wealth Management, LLCWealth manager | 3.7% | $21.0M | 517,597 | +3.2% shares | Q3 2026 |
| Spectrum Wealth Advisory Group, LLCWealth manager | 5.8% | $20.4M | 503,455 | +261.4% shares | Q3 2026 |
| Sanchez Wealth Management GroupWealth manager | 3.5% | $20.1M | 466,604 | +3.3% shares | Q2 2026 |
| Dagco, Inc.Wealth manager | 3.2% | $18.5M | 455,447 | +6.3% shares | Q3 2026 |
| Focus Financial Network, Inc.Wealth manager | 0.6% | $18.4M | 452,688 | +2.4% shares | Q3 2026 |
| Solano Wealth Investment Advisors LLCWealth manager | 8.2% | $18.0M | 416,944 | -1.9% shares | Q2 2026 |
| Advantage Trust CoBank & trust | 6.3% | $17.8M | 438,812 | -0.1% shares | Q3 2026 |
| Pine Valley Investments Ltd Liability CoWealth manager | 0.7% | $17.5M | 404,553 | +4.7% shares | Q2 2026 |
| Precedent Wealth Partners, LLCWealth manager | 2.5% | $16.2M | 399,506 | +19.8% shares | Q3 2026 |
| B & T Capital Management DBA Alpha Capital ManagementHedge fund | 2.1% | $15.7M | 364,252 | +0.3% shares | Q2 2026 |
| Randall & Associates Wealth ManagementWealth manager | 8.9% | $14.6M | 360,304 | +1.5% shares | Q3 2026 |
| Aft, Forsyth & Sober, LLCWealth manager | 4.1% | $13.0M | 329,600 | +0.0% shares | Q2 2026 |
The 30 largest of 166 positions, by value. Each manager counts with its latest 13F (Q3 2026: 79, Q2 2026: 85, Q1 2026: 2). Screen SDVY in the grand portfolio →
SDVY stock trades by members of Congress
No member of Congress has disclosed a trade in SDVY.
SDVY questions and answers
Are insiders buying SDVY stock?
No open-market insider purchases or sales of SDVY were filed in the last 90 days.
Which hedge funds own SDVY?
166 13F filers hold SDVY among their 50 largest positions, worth $1.9B combined. The biggest bets by portfolio weight are Southern Financial Group, LLC (14.4%), LVZ, Inc. (11.3%) and S Harris Financial Group, LLC (9.8%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
Has Congress traded SDVY?
No member of Congress has disclosed a trade in SDVY.
Who is the largest holder of SDVY?
Among 13F filers, Capital Investment Advisors, LLC reports the largest SDVY position, $197.0M (4,853,868 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Southern Financial Group, LLC's: 14.4% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.