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

Name: Who Owns GRID? 35 Institutions Hold $98.7M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange-Traded Fd (GRID)? 35 institutions reported holding $98.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ayalon Insurance Comp Ltd. ($28.5M), Searcy Financial Services Inc ($12.4M), Crumly & Associates Inc. ($12.4M).

Rank	Institution	Value	Shares	Change
1	Ayalon Insurance Comp Ltd.	$28.5M	161,110	New
2	SEARCY FINANCIAL SERVICES INC /ADV	$12.4M	69,851	Added
3	Crumly & Associates Inc.	$12.4M	69,834	Added
4	First Heartland Consultants, Inc.	$11.5M	64,783	Trimmed
5	THRYVE WEALTH MANAGEMENT LLC	$10.0M	56,381	Added
6	AVAII WEALTH MANAGEMENT, LLC	$8.6M	46,989	New
7	RFG - Bristol Wealth Advisors, LLC	$2.9M	16,607	Added
8	BOS Asset Management, LLC	$1.8M	9,989	Trimmed
9	Acropolis Investment Management, LLC	$1.5M	8,214	Trimmed
10	TITLEIST ASSET MANAGEMENT, LLC	$1.4M	7,909	Trimmed
11	Farther Finance Advisors, LLC	$1.2M	6,691	Trimmed
12	CoreCap Advisors, LLC	$974,105	5,500	Added
13	GK Wealth Management LLC	$743,056	4,196	Trimmed
14	TrueWealth Advisors, LLC	$551,643	3,115	Added
15	SACKS & ASSOCIATES, LLC	$515,058	2,908	Hold
16	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$509,191	2,875	Hold
17	CLUNE & ASSOCIATES, LTD.	$377,420	2,131	Trimmed
18	BAKER TILLY WEALTH MANAGEMENT, LLC	$375,296	2,119	New
19	Avidian Wealth Enterprises, LLC	$354,989	2,004	Trimmed
20	Baron Financial Group, LLC	$341,646	1,929	Added
21	Nautilus Advisors LLC	$265,665	1,500	Hold
22	GoalVest Advisory LLC	$259,466	1,465	Hold
23	Balefire, LLC	$258,937	1,462	Added
24	PUFF WEALTH MANAGEMENT, LLC	$248,711	1,404	Added
25	INSPIRION WEALTH ADVISORS, LLC	$210,343	1,188	Hold

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