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 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $83.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
323,473
shares
|
$11.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
296,664
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
273,282
shares
|
$9.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
216,583
shares
|
$7.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
193,355
shares
|
$6.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
165,500
shares
|
$5.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
133,698
shares
|
$4.65 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
108,119
shares
|
$3.76 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,411
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
50,058
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,427
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
36,464
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,433
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 77.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,856
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
31,800
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 87.83%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,698
shares
|
$1.07 Million
0.43% of portfolio
|
Q4 2022
Reduced 97.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,197
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 14279.52%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
27,224
shares
|
$946,034
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
26,670
shares
|
$926,782
0.01% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
21,495
shares
|
$746,951
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
19,734
shares
|
$685,756
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
18,792
shares
|
$653,022
0.19% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
17,044
shares
|
$592,279
0.01% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,352
shares
|
$568,232
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
15,122
shares
|
$525,489
0.25% of portfolio
|
Q1 2024
Reduced 0.73%
|