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 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $84.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
348,035
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2025
Added 62.03%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
329,537
shares
|
$11.9 Million
0.23% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
255,233
shares
|
$9.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
228,483
shares
|
$8.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
206,621
shares
|
$7.45 Million
0.0% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
156,922
shares
|
$5.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
132,311
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,411
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,059
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 76.53%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
45,784
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,427
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
32,160
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 146.95%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,698
shares
|
$1.11 Million
0.43% of portfolio
|
Q4 2022
Reduced 97.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,295
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
29,401
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,144
shares
|
$978,541
0.01% of portfolio
|
Q2 2025
Added 41.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,670
shares
|
$889,353
0.0% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
21,454
shares
|
$773,416
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
21,004
shares
|
$757,194
0.2% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,767
shares
|
$712,600
0.17% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
19,685
shares
|
$709,644
0.01% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
18,352
shares
|
$661,589
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
16,580
shares
|
$597,709
0.25% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
15,916
shares
|
$573,771
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
15,617
shares
|
$562,992
0.0% of portfolio
|
Q2 2025
Reduced 88.21%
|