FVD — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026

Name: Who Owns FVD? 25 Institutions Hold $57.5M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange-Traded Fd (FVD)? 25 institutions reported holding $57.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($23.3M), Farther Finance Advisors, LLC ($7.8M), Crumly & Associates Inc. ($7.4M).

Rank	Institution	Value	Shares	Change
1	PARK NATIONAL CORP /OH/	$23.3M	496,226	Trimmed
2	Farther Finance Advisors, LLC	$7.8M	165,913	Added
3	Crumly & Associates Inc.	$7.4M	157,145	Hold
4	Kaydan Wealth Management, Inc.	$3.7M	78,551	Trimmed
5	Wisconsin Wealth Advisors, LLC	$1.7M	36,604	Added
6	Prism Advisors, Inc.	$1.6M	33,785	Trimmed
7	Venture Visionary Partners LLC	$1.4M	30,701	Trimmed
8	First Heartland Consultants, Inc.	$1.3M	26,872	Trimmed
9	Whitaker-Myers Wealth Managers, LTD.	$1.2M	26,153	Trimmed
10	WINEBRENNER CAPITAL MANAGEMENT LLC	$1.1M	23,348	Trimmed
11	RVW Wealth, LLC	$1.0M	21,474	Trimmed
12	City Center Advisors, LLC	$791,344	16,869	Added
13	PRIVATE CLIENT SERVICES, LLC	$755,638	16,108	Added
14	Castle Rock Wealth Management, LLC	$709,246	14,963	Hold
15	CoreCap Advisors, LLC	$621,792	13,255	Trimmed
16	Cadent Capital Advisors, LLC	$584,063	12,451	Added
17	CX Institutional	$560,000	11,939	Trimmed
18	INSPIRION WEALTH ADVISORS, LLC	$554,898	11,829	Trimmed
19	GAMMA Investing LLC	$379,643	8,093	Trimmed
20	Intelligence Driven Advisers, LLC	$315,798	6,732	Hold
21	KFA Private Wealth Group, LLC	$252,845	5,390	Hold
22	Avidian Wealth Enterprises, LLC	$250,593	5,342	New
23	Sound Income Strategies, LLC	$233,621	4,908	Hold
24	EASTERN BANK	$18,623	397	Hold
25	Wedmont Private Capital	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30