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 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $82.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,765
shares
|
$422,245
0.0% of portfolio
|
Q2 2025
Added 75.75%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
11,393
shares
|
$408,894
0.04% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,065
shares
|
$325,342
0.0% of portfolio
|
Q3 2025
Reduced 43.04%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
8,523
shares
|
$305,890
0.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,351
shares
|
$299,717
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,796
shares
|
$279,798
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
7,787
shares
|
$279,475
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
7,551
shares
|
$271,005
0.16% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
6,950
shares
|
$249,435
0.23% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,831
shares
|
$245,164
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,928
shares
|
$212,755
0.0% of portfolio
|
Q2 2025
Reduced 73.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,734
shares
|
$205,793
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,476
shares
|
$196,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,442
shares
|
$123,533
0.01% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
3,262
shares
|
$117,073
0.0% of portfolio
|
Q3 2025
Reduced 79.11%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,581
shares
|
$92,632
0.0% of portfolio
|
Q4 2023
Reduced 44.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,488
shares
|
$89,294
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,388
shares
|
$85,705
0.03% of portfolio
|
Q1 2023
Reduced 39.51%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,252
shares
|
$44,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,248
shares
|
$44,790
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
839
shares
|
$30,111
0.0% of portfolio
|
Q2 2025
Added 466.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$27,384
0.0% of portfolio
|
Q1 2020
Added 307.86%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
678
shares
|
$24,333
0.0% of portfolio
|
Q3 2025
Added 126.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
320
shares
|
$11,484
0.0% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
221
shares
|
$7,931
0.0% of portfolio
|
Q4 2020
New holding
|