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FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

Filings received so far for Q3 2026: 24 13F filers report a position in FVD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PARK NATIONAL CORP /OH/496,226$23.3M0.63%-10,91913F-HRTimeline
Farther Finance Advisors, LLC165,913$7.78M0.06%+29,68813F-HRTimeline
Crumly & Associates Inc.157,145$7.37M1.31%013F-HRTimeline
Kaydan Wealth Management, Inc.78,551$3.68M1.26%-8,34613F-HRTimeline
Wisconsin Wealth Advisors, LLC36,604$1.72M1.44%+60513F-HRTimeline
Prism Advisors, Inc.33,785$1.61M0.4%-2,89213F-HRTimeline
Venture Visionary Partners LLC30,701$1.44M0.04%-1,93413F-HRTimeline
First Heartland Consultants, Inc.26,872$1.26M0.08%-34413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.26,153$1.23M0.2%-4,56613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC23,348$1.1M0.7%-2213F-HRTimeline
RVW Wealth, LLC21,474$1.01M0.06%-50013F-HRTimeline
City Center Advisors, LLC16,869$791K0.61%+1213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,108$756K0.2%+32413F-HRTimeline
Castle Rock Wealth Management, LLC14,963$709K0.13%013F-HRTimeline
CoreCap Advisors, LLC13,255$622K0.02%-4913F-HRTimeline
Cadent Capital Advisors, LLC12,451$584K0.13%+4613F-HRTimeline
CX Institutional11,939$560K0.02%-12913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC11,829$555K0.06%-3013F-HRTimeline
GAMMA Investing LLC8,093$380K0.01%-2,35013F-HRTimeline
Intelligence Driven Advisers, LLC6,732$316K0.05%013F-HRTimeline
KFA Private Wealth Group, LLC5,390$253K0.06%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,342$251K0.01%new13F-HRTimeline
Sound Income Strategies, LLC4,908$234K0.01%013F-HRTimeline
EASTERN BANK397$18.6K<0.01%013F-HRTimeline