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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
17,044
shares
|
$602,675
0.01% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
15,122
shares
|
$534,713
0.25% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
15,065
shares
|
$532,698
0.19% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,624
shares
|
$517,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,023
shares
|
$460,493
0.02% of portfolio
|
Q1 2025
Reduced 60.82%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
12,170
shares
|
$430,331
0.03% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
11,393
shares
|
$402,856
0.04% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,744
shares
|
$309,187
0.0% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
8,634
shares
|
$305,298
0.31% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
8,468
shares
|
$299,428
0.16% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,344
shares
|
$295,043
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,072
shares
|
$285,425
0.0% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
7,787
shares
|
$275,348
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,717
shares
|
$237,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,694
shares
|
$236,699
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,027
shares
|
$213,114
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,692
shares
|
$130,549
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,581
shares
|
$91,264
0.0% of portfolio
|
Q4 2023
Reduced 44.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,488
shares
|
$87,975
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,388
shares
|
$84,439
0.03% of portfolio
|
Q1 2023
Reduced 39.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,248
shares
|
$44,129
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$26,979
0.0% of portfolio
|
Q1 2020
Added 307.86%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
410
shares
|
$14,497
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
320
shares
|
$11,315
0.0% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
312
shares
|
$11,032
0.0% of portfolio
|
Q1 2024
New holding
|