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 59 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $85.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
317,682
shares
|
$11.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
259,659
shares
|
$9.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
237,579
shares
|
$8.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
214,802
shares
|
$7.6 Million
0.0% of portfolio
|
Q1 2025
Added 98.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
201,542
shares
|
$7.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
192,585
shares
|
$6.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
157,728
shares
|
$5.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
132,455
shares
|
$4.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,411
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
46,794
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
46,032
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,427
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
31,424
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,698
shares
|
$1.09 Million
0.43% of portfolio
|
Q4 2022
Reduced 97.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,447
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,197
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 14279.52%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
27,224
shares
|
$962,640
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
24,551
shares
|
$868,123
0.01% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,189
shares
|
$784,603
0.0% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
21,495
shares
|
$760,063
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
19,734
shares
|
$697,794
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
19,173
shares
|
$677,957
0.0% of portfolio
|
Q1 2025
Reduced 39.71%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
18,792
shares
|
$664,485
0.19% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,956
shares
|
$634,924
0.0% of portfolio
|
Q4 2024
Reduced 65.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
17,199
shares
|
$608,156
0.0% of portfolio
|
Q1 2025
Added 5.18%
|