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

Name: Who Owns TDIV? 23 Institutions Hold $61M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange Traded Fd (TDIV)? 23 institutions reported holding $60.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($27.8M), Crumly & Associates Inc. ($12.5M), Ayalon Insurance Comp Ltd. ($3.9M).

Rank	Institution	Value	Shares	Change
1	PARK NATIONAL CORP /OH/	$27.8M	246,245	Trimmed
2	Crumly & Associates Inc.	$12.5M	110,685	Added
3	Ayalon Insurance Comp Ltd.	$3.9M	34,336	Added
4	Ballew Advisors, Inc	$3.4M	29,378	Added
5	Kaydan Wealth Management, Inc.	$3.1M	27,421	Trimmed
6	Wedmont Private Capital	$2.1M	18,346	Added
7	Apeiron RIA LLC	$1.9M	16,607	Hold
8	Farther Finance Advisors, LLC	$1.4M	12,605	Added
9	TrueWealth Advisors, LLC	$1.1M	9,867	Added
10	CoreCap Advisors, LLC	$1.0M	8,952	Trimmed
11	Dominguez Wealth Management Solutions, Inc.	$692,248	6,136	Added
12	PRIVATE CLIENT SERVICES, LLC	$520,213	4,611	Trimmed
13	AVAII WEALTH MANAGEMENT, LLC	$350,165	3,033	Added
14	First Heartland Consultants, Inc.	$345,888	3,066	Added
15	Sound Income Strategies, LLC	$253,769	2,212	Trimmed
16	CX Institutional	$236,000	2,095	Trimmed
17	GAMMA Investing LLC	$104,471	926	Hold
18	GoalVest Advisory LLC	$96,123	852	Added
19	CONGRESS ASSET MANAGEMENT CO	$64,427	64,427	New
20	ELEVATION WEALTH PARTNERS, LLC	$63,068	559	Added
21	Central Pacific Bank - Trust Division	$28,205	250	Hold
22	EASTERN BANK	$22,677	201	Hold
23	AMERICAN NATIONAL BANK & TRUST	$19,630	174	Hold

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