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 54 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $97.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
14,627
shares
|
$538,712
0.04% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14,608
shares
|
$538,012
0.02% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
13,455
shares
|
$495,547
0.17% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,803
shares
|
$397,874
0.0% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,357
shares
|
$344,618
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
7,787
shares
|
$286,795
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
7,741
shares
|
$285,101
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,181
shares
|
$264,476
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,824
shares
|
$251,327
0.0% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,427
shares
|
$236,706
0.0% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,310
shares
|
$232,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,874
shares
|
$179,509
0.02% of portfolio
|
Q3 2024
Added 95.9%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,692
shares
|
$135,976
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,330
shares
|
$122,643
0.03% of portfolio
|
Q2 2024
Reduced 25.13%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,581
shares
|
$95,058
0.0% of portfolio
|
Q4 2023
Reduced 44.48%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
2,388
shares
|
$87,950
0.03% of portfolio
|
Q1 2023
Reduced 39.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,248
shares
|
$45,963
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
791
shares
|
$29,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$28,101
0.0% of portfolio
|
Q1 2020
Added 307.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
355
shares
|
$13,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
312
shares
|
$11,490
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
256
shares
|
$9,428
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
221
shares
|
$8,139
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
210
shares
|
$7,734
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
200
shares
|
$7,366
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|