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 57 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $83 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
348,035
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2025
Added 62.03%
|
|
|
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 |
Aug 15, 2025 Q2 2025 |
255,233
shares
|
$9.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
228,483
shares
|
$8.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
206,621
shares
|
$7.42 Million
0.0% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
156,922
shares
|
$5.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
132,311
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,411
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
45,784
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
44,451
shares
|
$1.6 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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,295
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,144
shares
|
$974,198
0.01% of portfolio
|
Q2 2025
Added 41.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,670
shares
|
$885,406
0.0% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
24,423
shares
|
$876,541
0.0% of portfolio
|
Q2 2025
Added 98.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
20,799
shares
|
$746,476
0.01% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
20,724
shares
|
$743,784
0.17% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,767
shares
|
$709,437
0.17% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
19,754
shares
|
$708,971
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
18,352
shares
|
$658,653
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
16,445
shares
|
$590,211
0.23% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
15,065
shares
|
$540,682
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|