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

谁持有 First Tr Exchange Traded Fd(SDVY)?2026年Q3(报告期截至 2026-09-30)共有 29 家机构在 SEC 13F 申报中报告持有,合计 2.51 亿美元。前几大持有机构:Park National Corp(1.46 亿美元)、Decker Wealth Management LLC(2,590.00 万美元)、Crumly & Associates Inc.(2,330.00 万美元)。

排名机构市值股数变动
1PARK NATIONAL CORP /OH/$145.5M3.6M增持
2Decker Wealth Management LLC$25.9M637,438减持
3Crumly & Associates Inc.$23.3M574,336增持
4TrueWealth Advisors, LLC$11.7M288,345增持
5First Heartland Consultants, Inc.$8.7M214,874减持
6STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$6.6M161,756增持
7CX Institutional$5.6M137,094增持
8Gerald Baker Financial Group LLC$5.4M132,332增持
9TITLEIST ASSET MANAGEMENT, LLC$4.6M112,242增持
10Wisconsin Wealth Advisors, LLC$4.2M102,990增持
11Farther Finance Advisors, LLC$1.9M47,277增持
12Ballew Advisors, Inc$1.6M37,731减持
13Balefire, LLC$1.3M31,097减持
14WINEBRENNER CAPITAL MANAGEMENT LLC$1.1M27,398减持
15Avidian Wealth Enterprises, LLC$1.1M26,492持平
16Kaydan Wealth Management, Inc.$790,70119,485增持
17GILPIN WEALTH MANAGEMENT, LLC$570,92114,069减持
18Whitaker-Myers Wealth Managers, LTD.$425,01010,473减持
19RHODES INVESTMENT ADVISORS INC /ADV$282,0316,950新建仓
20Grove Bank & Trust$223,1905,500持平
21Olistico Wealth, LLC$41,3101,018新建仓
22ELEVATION WEALTH PARTNERS, LLC$31,978788持平
23Wealth Enhancement Trust Services, Inc.$27,797685持平
24GAMMA Investing LLC$21,994542新建仓
25GoalVest Advisory LLC$19,357477持平

来源:SEC 13F 申报文件 · 截至 2026-09-30