# FIRST TR EXCHANGE-TRADED FD (SDVY)

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

- Reporting holders: 28
- Reported value: $245.1M
- 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 |
|---|---|---|---|---|
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $145.5M | 3,584,904 | 3.9% | 10 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $25.9M | 637,438 | 5.2% | 4 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $23.3M | 574,336 | 4.1% | 12 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $11.7M | 288,345 | 2.6% | 18 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $8.7M | 214,874 | 0.6% | 19 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $6.6M | 161,756 | 4.3% | 4 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $5.4M | 132,332 | 1.5% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $4.6M | 112,242 | 0.3% | 12 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $4.2M | 102,990 | 3.5% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.9M | 47,277 | 0.0% | 16 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $1.6M | 37,731 | 0.8% | 9 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.3M | 31,097 | 0.2% | 4 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $1.1M | 27,398 | 0.7% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.1M | 26,492 | 0.0% | 13 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $790.7K | 19,485 | 0.3% | 6 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $570.9K | 14,069 | 0.4% | 4 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $425.0K | 10,473 | 0.1% | 6 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $282.0K | 6,950 | 0.2% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $223.2K | 5,500 | 0.0% | 8 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $41.3K | 1,018 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $32.0K | 788 | 0.0% | 8 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $27.8K | 685 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $22.0K | 542 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $19.4K | 477 | 0.0% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $19.2K | 474 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $245.1M |
| Q2 2026 | 579 | $9.4B |
| Q1 2026 | 560 | $8.5B |
| Q4 2025 | 532 | $7.4B |
| Q3 2025 | 484 | $6.9B |
| Q2 2025 | 475 | $6.4B |
| Q1 2025 | 485 | $6.0B |
| Q4 2024 | 502 | $5.9B |
| Q3 2024 | 401 | $4.8B |
| Q2 2024 | 336 | $3.7B |
| Q1 2024 | 304 | $3.9B |
| Q4 2023 | 236 | $2.1B |