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 56 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $84.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,688
shares
|
$480,585
0.02% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
13,607
shares
|
$477,741
0.03% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
13,385
shares
|
$469,947
0.1% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
12,575
shares
|
$441,508
0.05% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,519
shares
|
$334,212
0.0% of portfolio
|
Q4 2024
Added 50.86%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
8,599
shares
|
$301,910
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,338
shares
|
$292,747
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
8,206
shares
|
$288,112
0.16% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
7,787
shares
|
$273,401
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,680
shares
|
$269,644
0.0% of portfolio
|
Q4 2024
Reduced 52.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,669
shares
|
$269,258
0.0% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$263,325
0.0% of portfolio
|
Q4 2024
Reduced 74.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,124
shares
|
$250,123
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,644
shares
|
$233,270
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
6,559
shares
|
$230,286
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,128
shares
|
$215,154
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,692
shares
|
$129,626
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,581
shares
|
$90,618
0.0% of portfolio
|
Q4 2023
Reduced 44.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,437
shares
|
$85,563
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,388
shares
|
$83,842
0.04% of portfolio
|
Q1 2023
Reduced 39.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,248
shares
|
$43,817
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$26,788
0.0% of portfolio
|
Q1 2020
Added 307.86%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
408
shares
|
$14,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
355
shares
|
$12,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
312
shares
|
$10,954
0.0% of portfolio
|
Q1 2024
New holding
|