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 58 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $85.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
15,617
shares
|
$565,647
0.0% of portfolio
|
Q2 2025
Reduced 88.21%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
15,065
shares
|
$545,654
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
12,170
shares
|
$440,797
0.03% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,765
shares
|
$426,128
0.0% of portfolio
|
Q2 2025
Added 75.75%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
11,393
shares
|
$412,654
0.04% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
8,526
shares
|
$308,811
0.14% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,351
shares
|
$302,473
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
7,831
shares
|
$283,638
0.26% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
7,787
shares
|
$282,045
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,687
shares
|
$278,423
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
7,551
shares
|
$273,497
0.16% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,789
shares
|
$245,897
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,928
shares
|
$214,712
0.0% of portfolio
|
Q2 2025
Reduced 73.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,734
shares
|
$207,685
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,476
shares
|
$198,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,692
shares
|
$133,724
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,581
shares
|
$93,483
0.0% of portfolio
|
Q4 2023
Reduced 44.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,488
shares
|
$90,115
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,388
shares
|
$86,493
0.03% of portfolio
|
Q1 2023
Reduced 39.51%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,252
shares
|
$45,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,248
shares
|
$45,202
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
839
shares
|
$30,388
0.0% of portfolio
|
Q2 2025
Added 466.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$27,635
0.0% of portfolio
|
Q1 2020
Added 307.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
320
shares
|
$11,590
0.0% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
312
shares
|
$11,300
0.0% of portfolio
|
Q1 2024
New holding
|