# FIRST TR EXCHANGE-TRADED FD (FVD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FVD/

- Reporting holders: 23
- Reported value: $56.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $23.3M | 496,226 | 0.6% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.8M | 165,913 | 0.1% | 16 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $7.4M | 157,145 | 1.3% | 28 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $3.7M | 78,551 | 1.3% | 20 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $1.7M | 36,604 | 1.4% | 6 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.6M | 33,785 | 0.4% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.4M | 30,701 | 0.0% | 24 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.3M | 26,872 | 0.1% | 31 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $1.2M | 26,153 | 0.2% | 16 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $1.1M | 23,348 | 0.7% | 8 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $1.0M | 21,474 | 0.1% | 31 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $791.3K | 16,869 | 0.6% | 11 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $755.6K | 16,108 | 0.2% | 11 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $709.2K | 14,963 | 0.1% | 24 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $621.8K | 13,255 | 0.0% | 15 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $584.1K | 12,451 | 0.1% | 24 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $554.9K | 11,829 | 0.1% | 18 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $379.6K | 8,093 | 0.0% | 12 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $315.8K | 6,732 | 0.1% | 4 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $252.8K | 5,390 | 0.1% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $250.6K | 5,342 | 0.0% | 1 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $233.6K | 4,908 | 0.0% | 14 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $18.6K | 397 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $560 | 11,939 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $56.9M |
| Q2 2026 | 639 | $5.4B |
| Q1 2026 | 631 | $5.4B |
| Q4 2025 | 620 | $5.4B |
| Q3 2025 | 584 | $5.9B |
| Q2 2025 | 583 | $5.9B |
| Q1 2025 | 587 | $5.8B |
| Q4 2024 | 596 | $5.8B |
| Q3 2024 | 545 | $6.1B |
| Q2 2024 | 526 | $5.8B |
| Q1 2024 | 536 | $8.5B |
| Q4 2023 | 538 | $8.1B |