SEC 13F Intelligence

Cambridge Investment Research Advisors, Inc. / FVD

Cambridge Investment Research Advisors, Inc.’s First Tr Exchange-Traded Fd Position

Does Cambridge Investment Research Advisors, Inc. own First Tr Exchange-Traded Fd (FVD)? Yes — 1.21M shares worth $57M (+0.15% of its 13F portfolio) as of Q1 2026, down from 1.39M shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
1.21M
% of Portfolio
+0.15%
Quarters Held
30
currently held

Position History FVD

Reported value by quarter
Q4 ’18: $32MQ4 ’18Q1 ’19: $44MQ2 ’19: $66MQ3 ’19: $66MQ4 ’19: $86MQ4 ’19Q1 ’20: $74MQ2 ’20: $78MQ3 ’20: $79MQ4 ’20: $92MQ4 ’20Q1 ’21: $107MQ2 ’21: $127MQ3 ’21: $128MQ4 ’21: $147MQ4 ’21Q1 ’22: $153MQ2 ’22: $140MQ3 ’22: $137MQ4 ’22: $146MQ4 ’22Q1 ’23: $127MQ2 ’23: $123MQ3 ’23: $105MQ4 ’23: $96MQ4 ’23Q1 ’24: $78MQ2 ’24: $76MQ3 ’24: $74MQ4 ’24: $72MQ4 ’24Q1 ’25: $71MQ2 ’25: $82MQ3 ’25: $71MQ4 ’25: $64MQ4 ’25Q1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.21M$57M+0.15%
Q4 20251.39M$64M+0.17%
Q3 20251.53M$71M+0.19%
Q2 20251.82M$82M+0.25%
Q1 20251.60M$71M+0.24%
Q4 20241.65M$72M+0.24%
Q3 20241.63M$74M+0.25%
Q2 20241.86M$76M+0.28%
Q1 20241.84M$78M+0.30%
Q4 20232.38M$96M+0.41%
Q3 20232.81M$105M+0.49%
Q2 20233.08M$123M+0.56%
Q1 20233.16M$127M+0.62%
Q4 20223.67M$146M+0.76%
Q3 20223.83M$137M+0.77%
Q2 20223.61M$140M+0.76%
Q1 20223.62M$153M+0.70%
Q4 20213.41M$147M+0.66%
Q3 20213.27M$128M+0.63%
Q2 20213.20M$127M+0.61%
Q1 20212.82M$107M+0.58%
Q4 20202.62M$92M+0.54%
Q3 20202.52M$79M+0.53%
Q2 20202.58M$78M+0.59%
Q1 20202.67M$74M+0.71%
Q4 20192.38M$86M+0.66%
Q3 20191.88M$66M+0.58%
Q2 20191.97M$66M+0.61%
Q1 20191.35M$44M+0.42%
Q4 20181.09M$32M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambridge Investment Research Advisors, Inc.’s full portfolio or all institutional holders of FVD.