# FIRST TR EXCHANGE-TRADED FD (RDVY)

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

- Reporting holders: 41
- Reported value: $246.1M
- 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 |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $46.7M | 596,440 | 3.0% | 31 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $40.0M | 510,462 | 2.7% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $31.5M | 402,324 | 0.9% | 28 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $27.1M | 346,312 | 4.8% | 24 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $19.9M | 251,511 | 5.7% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.1M | 179,604 | 0.1% | 16 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $8.9M | 113,607 | 5.8% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $8.4M | 106,751 | 0.2% | 15 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $7.2M | 92,411 | 0.5% | 10 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $7.0M | 89,171 | 1.7% | 8 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $5.8M | 72,866 | 2.9% | 7 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $4.4M | 56,100 | 1.0% | 12 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $4.0M | 51,322 | 3.4% | 8 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $2.5M | 32,254 | 1.8% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.5M | 31,849 | 0.4% | 6 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $2.2M | 28,349 | 1.4% | 8 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.6M | 20,518 | 0.4% | 25 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.5M | 18,751 | 0.0% | 6 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $1.3M | 17,138 | 0.5% | 20 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.1M | 14,239 | 0.3% | 6 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $1.1M | 13,674 | 0.2% | 16 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $857.5K | 10,953 | 0.1% | 8 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $851.9K | 10,881 | 0.5% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $749.2K | 9,569 | 0.0% | 19 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $607.8K | 7,764 | 0.6% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 41 | $246.1M |
| Q2 2026 | 815 | $19.0B |
| Q1 2026 | 760 | $16.0B |
| Q4 2025 | 754 | $14.3B |
| Q3 2025 | 671 | $12.7B |
| Q2 2025 | 652 | $11.3B |
| Q1 2025 | 649 | $9.8B |
| Q4 2024 | 653 | $9.2B |
| Q3 2024 | 573 | $8.7B |
| Q2 2024 | 543 | $7.6B |
| Q1 2024 | 532 | $9.1B |
| Q4 2023 | 506 | $7.2B |