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FVD — First Tr Exchange-Traded Fd 机构持仓 · 2026年Q3

谁持有 First Tr Exchange-Traded Fd(FVD)?2026年Q3(报告期截至 2026-09-30)共有 25 家机构在 SEC 13F 申报中报告持有,合计 5,750.10 万美元。前几大持有机构:Park National Corp(2,330.00 万美元)、Farther Finance Advisors, LLC(780.00 万美元)、Crumly & Associates Inc.(740.00 万美元)。

排名机构市值股数变动
1PARK NATIONAL CORP /OH/$23.3M496,226减持
2Farther Finance Advisors, LLC$7.8M165,913增持
3Crumly & Associates Inc.$7.4M157,145持平
4Kaydan Wealth Management, Inc.$3.7M78,551减持
5Wisconsin Wealth Advisors, LLC$1.7M36,604增持
6Prism Advisors, Inc.$1.6M33,785减持
7Venture Visionary Partners LLC$1.4M30,701减持
8First Heartland Consultants, Inc.$1.3M26,872减持
9Whitaker-Myers Wealth Managers, LTD.$1.2M26,153减持
10WINEBRENNER CAPITAL MANAGEMENT LLC$1.1M23,348减持
11RVW Wealth, LLC$1.0M21,474减持
12City Center Advisors, LLC$791,34416,869增持
13PRIVATE CLIENT SERVICES, LLC$755,63816,108增持
14Castle Rock Wealth Management, LLC$709,24614,963持平
15CoreCap Advisors, LLC$621,79213,255减持
16Cadent Capital Advisors, LLC$584,06312,451增持
17CX Institutional$560,00011,939减持
18INSPIRION WEALTH ADVISORS, LLC$554,89811,829减持
19GAMMA Investing LLC$379,6438,093减持
20Intelligence Driven Advisers, LLC$315,7986,732持平
21KFA Private Wealth Group, LLC$252,8455,390持平
22Avidian Wealth Enterprises, LLC$250,5935,342新建仓
23Sound Income Strategies, LLC$233,6214,908持平
24EASTERN BANK$18,623397持平
25Wedmont Private Capital$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30