RDVI — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (RDVI)? 13 institutions reported holding $43.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($19.6M), Farther Finance Advisors, LLC ($11.1M), Buska Wealth Management, LLC ($5.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PARK NATIONAL CORP /OH/ | $19.6M | 703,618 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $11.1M | 397,180 | Added |
| 3 | Buska Wealth Management, LLC | $5.3M | 191,803 | Added |
| 4 | TrueWealth Advisors, LLC | $2.5M | 88,096 | Added |
| 5 | CoreCap Advisors, LLC | $1.8M | 64,077 | Added |
| 6 | Avidian Wealth Enterprises, LLC | $995,949 | 35,723 | Added |
| 7 | Sound Income Strategies, LLC | $583,675 | 20,661 | Trimmed |
| 8 | First Heartland Consultants, Inc. | $445,411 | 15,976 | Added |
| 9 | Gerald Baker Financial Group LLC | $351,538 | 12,609 | Added |
| 10 | TITLEIST ASSET MANAGEMENT, LLC | $293,307 | 10,520 | Added |
| 11 | RHODES INVESTMENT ADVISORS INC /ADV | $234,889 | 8,425 | Trimmed |
| 12 | WINEBRENNER CAPITAL MANAGEMENT LLC | $203,631 | 7,304 | Trimmed |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $57,238 | 2,053 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30