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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
300
shares
|
$10,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
221
shares
|
$8,004
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
200
shares
|
$7,244
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$7,244
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
198
shares
|
$7,171
0.0% of portfolio
|
Q2 2025
Reduced 22.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
166
shares
|
$6,012
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
160
shares
|
$5,795
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|