RDVY — First Tr Exchange Traded Fd Institutional Holders · Q3 2026

Name: Who Owns RDVY? 44 Institutions Hold $246M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange Traded Fd (RDVY)? 44 institutions reported holding $246.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($46.7M), First Heartland Consultants, Inc. ($40.0M), Park National Corp ($31.5M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$46.7M	596,440	Added
2	First Heartland Consultants, Inc.	$40.0M	510,462	Added
3	PARK NATIONAL CORP /OH/	$31.5M	402,324	Trimmed
4	Crumly & Associates Inc.	$27.1M	346,312	Added
5	AVAII WEALTH MANAGEMENT, LLC	$19.9M	251,511	Trimmed
6	Farther Finance Advisors, LLC	$14.1M	179,604	Added
7	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$8.9M	113,607	Trimmed
8	Avidian Wealth Enterprises, LLC	$8.4M	106,751	Trimmed
9	TITLEIST ASSET MANAGEMENT, LLC	$7.2M	92,411	Added
10	RFG - Bristol Wealth Advisors, LLC	$7.0M	89,171	Added
11	Ballew Advisors, Inc	$5.8M	72,866	Added
12	TrueWealth Advisors, LLC	$4.4M	56,100	Added
13	Wisconsin Wealth Advisors, LLC	$4.0M	51,322	Trimmed
14	RHODES INVESTMENT ADVISORS INC /ADV	$2.5M	32,254	Added
15	Balefire, LLC	$2.5M	31,849	Trimmed
16	WINEBRENNER CAPITAL MANAGEMENT LLC	$2.2M	28,349	Trimmed
17	Prism Advisors, Inc.	$1.6M	20,518	Trimmed
18	Valeo Financial Advisors, LLC	$1.5M	18,751	Trimmed
19	Kaydan Wealth Management, Inc.	$1.3M	17,138	Trimmed
20	PRIVATE CLIENT SERVICES, LLC	$1.1M	14,239	Added
21	Whitaker-Myers Wealth Managers, LTD.	$1.1M	13,674	Trimmed
22	Stonebridge Financial Group, LLC	$857,474	10,953	Trimmed
23	M.E. ALLISON & CO., INC.	$851,874	10,881	Added
24	CoreCap Advisors, LLC	$749,157	9,569	Trimmed
25	PUFF WEALTH MANAGEMENT, LLC	$607,839	7,764	Trimmed

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