Institutional Ownership First Tr Exche Trd Fd Vi Dorse (FVC)
This table provides information about the institutional ownership of First Tr Exche Trd Fd Vi Dorse (FVC). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $68.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
318,696
shares
|
$11.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
235,435
shares
|
$8.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
218,144
shares
|
$7.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
184,168
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
156,345
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
123,450
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,411
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
63,116
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
44,451
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,427
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
31,860
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
31,820
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,698
shares
|
$1.1 Million
0.43% of portfolio
|
Q4 2022
Reduced 97.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
28,196
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 375.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,883
shares
|
$927,646
0.0% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
23,985
shares
|
$859,622
0.0% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23,782
shares
|
$852,346
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
23,404
shares
|
$838,799
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
20,799
shares
|
$745,436
0.01% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
20,724
shares
|
$742,748
0.17% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
19,754
shares
|
$707,983
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
19,734
shares
|
$707,266
0.15% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
17,973
shares
|
$644,152
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,788
shares
|
$601,681
0.0% of portfolio
|
Q3 2025
Reduced 38.15%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
16,445
shares
|
$589,388
0.23% of portfolio
|
Q3 2025
Reduced 0.81%
|
|