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$SDVY
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Smart money positioned

12 of the Top-200 alpha managers hold $SDVY as of the latest 13F snapshot.

13F holders
548
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$SDVY is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.80%, with an average of 0.62% of portfolio. Largest holder: RiverTree Advisors, LLC at 1.80%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
RiverTree Advisors, LLC
1.80% NEW
α +21.1pts
02
Bolthouse Investments, LLC
1.69% NEW
α +13.6pts
03
LM Advisors LLC
1.40% held
α +15.5pts
04
Anderson Financial Strategies, LLC
1.04% ↓ 0.6pp
α +19.8pts
05
Walkner Condon Financial Advisors LLC
0.23% NEW
α +23.7pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 548 · Source: 13F-HR
01
Taconic Capital Advisors LP
0.26% of portfolio
24,870,852 sh
02
State Farm Mutual Automobile Insurance Co.
0.09% of portfolio
15,031,178 sh
03
Sheaff Brock Investment Advisors, LLC
0.16% of portfolio
7,960,263 sh
04
FengHe Fund Management Pte. Ltd.
0.33% of portfolio
7,943,362 sh
05
Park National Corp.
4.18% of portfolio
6,932,444 sh
06
Sb Investment Advisers (uk) Ltd.
0.09% of portfolio
4,710,632 sh
07
Teewinot Capital Advisers, L.L.C.
2.67% of portfolio
4,575,086 sh
08
Searle & Co.
2.33% of portfolio
3,830,391 sh
09
Marquette Asset Management, LLC
0.04% of portfolio
3,621,293 sh
10
Ryan Investment Management, Inc.
0.19% of portfolio
3,455,328 sh
See all 548 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SDVY in the recent window.

Congress trades · last 90 days

3 disclosures · STOCK Act
Scott Franklin
House · Florida · Traded Aug 7
BOUGHT
$SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$1K–$15K
Jul 3STOCK
Scott Franklin
House · Florida · Traded Aug 2
BOUGHT
$SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$1K–$15K
Aug 20STOCK
Scott Franklin
House · Florida · Traded Aug 7
BOUGHT
$SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$50K–$100K
Aug 20STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:10 UTC.