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 53 institutions that hold shares in the stock, with a total of 2.83 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
661,827
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
362,060
shares
|
$13.1 Million
0.36% of portfolio
|
Q1 2024
Added 9.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
318,600
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2024
Added 15.93%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
255,200
shares
|
$9.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
206,554
shares
|
$7.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
181,992
shares
|
$6.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.19%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
94,688
shares
|
$3.42 Million
0.03% of portfolio
|
Q1 2024
Added 11.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
74,301
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
72,757
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
65,912
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
45,804
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
44,600
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
36,939
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
35,862
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 31.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
33,025
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 42.48%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,698
shares
|
$1.11 Million
0.43% of portfolio
|
Q4 2022
Reduced 97.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
29,752
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
28,375
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
25,462
shares
|
$919,432
0.01% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
23,751
shares
|
$857,648
0.01% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
18,347
shares
|
$662,510
0.03% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
18,135
shares
|
$654,854
0.0% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,172
shares
|
$583,970
0.0% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
15,445
shares
|
$557,718
0.04% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
15,220
shares
|
$549,594
0.24% of portfolio
|
Q2 2024
Reduced 1.27%
|