# FIRST TR EXCHANGE-TRADED FD (TDIV)

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

- Reporting holders: 20
- Reported value: $56.8M
- 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/) | $27.8M | 246,245 | 0.8% | 32 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $12.5M | 110,685 | 2.2% | 9 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $3.4M | 29,378 | 1.7% | 32 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $3.1M | 27,421 | 1.1% | 20 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.1M | 18,346 | 0.1% | 7 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.9M | 16,607 | 0.4% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 12,605 | 0.0% | 9 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.1M | 9,867 | 0.3% | 13 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.0M | 8,952 | 0.0% | 19 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $692.2K | 6,136 | 0.4% | 16 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $520.2K | 4,611 | 0.1% | 9 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $350.2K | 3,033 | 0.1% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $345.9K | 3,066 | 0.0% | 2 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $253.8K | 2,212 | 0.0% | 18 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $104.5K | 926 | 0.0% | 12 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $96.1K | 852 | 0.0% | 5 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $64.4K | 64,427 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $63.1K | 559 | 0.0% | 5 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $28.2K | 250 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $22.7K | 201 | 0.0% | 2 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $19.6K | 174 | 0.0% | 7 |
| [Ayalon Insurance Comp Ltd.](https://holderbook.com/funds/1642216-ayalon-insurance-comp-ltd/) | $3.9K | 34,336 | 0.3% | 22 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $236 | 2,095 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $56.8M |
| Q2 2026 | 441 | $2.8B |
| Q1 2026 | 396 | $2.3B |
| Q4 2025 | 394 | $2.3B |
| Q3 2025 | 381 | $2.3B |
| Q2 2025 | 373 | $2.1B |
| Q1 2025 | 355 | $1.6B |
| Q4 2024 | 356 | $1.7B |
| Q3 2024 | 328 | $1.6B |
| Q2 2024 | 308 | $1.5B |
| Q1 2024 | 280 | $1.6B |
| Q4 2023 | 265 | $1.4B |