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

Name: Who Owns SDVY? 29 Institutions Hold $251M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange Traded Fd (SDVY)? 29 institutions reported holding $250.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($145.5M), Decker Wealth Management LLC ($25.9M), Crumly & Associates Inc. ($23.3M).

Rank	Institution	Value	Shares	Change
1	PARK NATIONAL CORP /OH/	$145.5M	3.6M	Added
2	Decker Wealth Management LLC	$25.9M	637,438	Trimmed
3	Crumly & Associates Inc.	$23.3M	574,336	Added
4	TrueWealth Advisors, LLC	$11.7M	288,345	Added
5	First Heartland Consultants, Inc.	$8.7M	214,874	Trimmed
6	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$6.6M	161,756	Added
7	CX Institutional	$5.6M	137,094	Added
8	Gerald Baker Financial Group LLC	$5.4M	132,332	Added
9	TITLEIST ASSET MANAGEMENT, LLC	$4.6M	112,242	Added
10	Wisconsin Wealth Advisors, LLC	$4.2M	102,990	Added
11	Farther Finance Advisors, LLC	$1.9M	47,277	Added
12	Ballew Advisors, Inc	$1.6M	37,731	Trimmed
13	Balefire, LLC	$1.3M	31,097	Trimmed
14	WINEBRENNER CAPITAL MANAGEMENT LLC	$1.1M	27,398	Trimmed
15	Avidian Wealth Enterprises, LLC	$1.1M	26,492	Hold
16	Kaydan Wealth Management, Inc.	$790,701	19,485	Added
17	GILPIN WEALTH MANAGEMENT, LLC	$570,921	14,069	Trimmed
18	Whitaker-Myers Wealth Managers, LTD.	$425,010	10,473	Trimmed
19	RHODES INVESTMENT ADVISORS INC /ADV	$282,031	6,950	New
20	Grove Bank & Trust	$223,190	5,500	Hold
21	Olistico Wealth, LLC	$41,310	1,018	New
22	ELEVATION WEALTH PARTNERS, LLC	$31,978	788	Hold
23	Wealth Enhancement Trust Services, Inc.	$27,797	685	Hold
24	GAMMA Investing LLC	$21,994	542	New
25	GoalVest Advisory LLC	$19,357	477	Hold

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