FVCFIRST TR EXCHANGE TRADED FD
CUSIP 33738R878 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange Traded Fd (FVC) has 51 institutional holders in Filings Flow’s 13F database, together reporting 1.60M shares worth $56M as of Q1 2026. The largest reported holders are Prospera Financial Services Inc, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
51
Q1 2026
Reported Value
$56M
Ticker
FVC
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Prospera Financial Services Inc$6.2B AUM | 0.14% | $9M | 258.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 227.3K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $8M | 219.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 181.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 128.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 121.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 59.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 33.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 31.9K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $1M | 29.6K | Q1 2026 |
| Sun Financial Inc$200M AUM | 0.47% | $942,550 | 23.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $795,000 | 22.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $777,877 | 22.3K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.14% | $711,904 | 19.7K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $692,203 | 19.9K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $648,376 | 18.0K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $642,997 | 18.5K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.15% | $592,665 | 17.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $588,831 | 16.9K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.11% | $581,940 | 16.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $558,067 | 16.0K | Q1 2026 |
| Trueblood Wealth Management, LLC$256M AUM | 0.21% | $546,297 | 15.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $534,937 | 14.7K | Q4 2025OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.13% | $524,795 | 15.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $513,327 | 14.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $476,131 | 13.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $424,208 | 12.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $422,973 | 12.1K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.03% | $385,021 | 11.1K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.02% | $358,039 | 10.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $333,000 | 9.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $327,000 | 9.1K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $301,121 | 8.3K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $282,768 | 8.1K | Q1 2026 |
| ELEMENT POINTE ADVISORS, LLC$530M AUM | 0.05% | $271,204 | 7.8K | Q1 2026 |
| Holos Integrated Wealth LLC$198M AUM | 0.12% | $243,847 | 6.9K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $222,090 | 5.9K | Q1 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.19% | $221,068 | 5.9K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $190,717 | 5.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $136,420 | 3.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $119,877 | 3.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $93,866 | 2.6K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $89,891 | 2.6K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.01% | $84,875 | 2.4K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.03% | $83,169 | 2.4K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $64,003 | 1.8K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $43,465 | 1.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $39,218 | 1.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $23,613 | 678 | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.00% | $11,528 | 331 | Q1 2026 |
| Investors Research Corp$523M AUM | 0.00% | $11,085 | 312 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10,849 | 320 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $7,697 | 221 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $7,035 | 198 | Q2 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $6,966 | 200 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $6,966 | 200 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $5,956 | 171 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,781 | 166 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,657 | 162 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $3,831 | 110 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,847 | 81 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.