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 54 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $99.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
638,682
shares
|
$23.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
327,517
shares
|
$12.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
310,547
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
240,601
shares
|
$8.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
200,451
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
175,445
shares
|
$6.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
136,849
shares
|
$5.11 Million
0.04% of portfolio
|
Q3 2024
Added 45.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,411
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
56,135
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,427
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,187
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
35,452
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,698
shares
|
$1.15 Million
0.43% of portfolio
|
Q4 2022
Reduced 97.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,598
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 266.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
28,550
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
28,313
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,472
shares
|
$950,615
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
21,400
shares
|
$798,648
0.01% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,858
shares
|
$703,780
0.0% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,832
shares
|
$665,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,445
shares
|
$651,047
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,930
shares
|
$631,827
0.0% of portfolio
|
Q3 2024
Reduced 48.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,241
shares
|
$606,114
0.0% of portfolio
|
Q3 2024
Reduced 54.71%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15,133
shares
|
$564,763
0.22% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
15,122
shares
|
$564,353
0.27% of portfolio
|
Q1 2024
Reduced 0.73%
|