SEC 13F Intelligence

Cambridge Investment Research Advisors, Inc. / SDVY

Cambridge Investment Research Advisors, Inc.’s First Tr Exchange Traded Fd Position

Does Cambridge Investment Research Advisors, Inc. own First Tr Exchange Traded Fd (SDVY)? Yes — 2.60M shares worth $102M (+0.26% of its 13F portfolio) as of Q1 2026, up from 2.35M shares the prior filed quarter.

Position Value
$102M
Q1 2026
Shares
2.60M
% of Portfolio
+0.26%
Quarters Held
21
currently held

Position History SDVY

Reported value by quarter
Q1 ’21: $361,000Q1 ’21Q2 ’21: $1MQ3 ’21: $2MQ4 ’21: $7MQ4 ’21Q1 ’22: $15MQ2 ’22: $15MQ3 ’22: $14MQ3 ’22Q4 ’22: $14MQ1 ’23: $10MQ2 ’23: $11MQ2 ’23Q3 ’23: $14MQ4 ’23: $37MQ1 ’24: $49MQ1 ’24Q2 ’24: $54MQ3 ’24: $66MQ4 ’24: $76MQ4 ’24Q1 ’25: $75MQ2 ’25: $79MQ3 ’25: $83MQ3 ’25Q4 ’25: $90MQ1 ’26: $102Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.60M$102M+0.26%
Q4 20252.35M$90M+0.24%
Q3 20252.19M$83M+0.23%
Q2 20252.24M$79M+0.24%
Q1 20252.25M$75M+0.25%
Q4 20242.13M$76M+0.26%
Q3 20241.81M$66M+0.22%
Q2 20241.61M$54M+0.20%
Q1 20241.40M$49M+0.19%
Q4 20231.12M$37M+0.16%
Q3 2023494.5K$14M+0.07%
Q2 2023390.7K$11M+0.05%
Q1 2023381.9K$10M+0.05%
Q4 2022542.7K$14M+0.07%
Q3 2022613.5K$14M+0.08%
Q2 2022636.1K$15M+0.08%
Q1 2022553.1K$15M+0.07%
Q4 2021222.2K$7M+0.03%
Q3 202161.8K$2M+0.01%
Q2 202148.5K$1M+0.01%
Q1 202112.7K$361,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambridge Investment Research Advisors, Inc.’s full portfolio or all institutional holders of SDVY.