FCVT institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding61
Shares held1,640,686
Reported value$88.2m
Quarter flows10 new, 16 added, 22 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Concurrent Investment Advisors, LLC283,615$15.3m0.1%
LPL Financial LLC252,587$13.6m0.0%
OSAIC HOLDINGS, INC.176,020$9.5m0.0%
RAYMOND JAMES FINANCIAL INC128,425$6.9m0.0%
Proactive Wealth Strategies LLC81,703$4.4m0.7%
ROYAL BANK OF CANADA60,371$3.2m0.0%
MORGAN STANLEY57,640$3.1m0.0%
Cambridge Investment Research Advisors, Inc.49,908$2.7m0.0%
Elequin Capital, LP49,825$2.7m0.1%
BANK OF AMERICA CORP /DE/43,624$2.3m0.0%
TRUIST FINANCIAL CORP33,845$1.8m0.0%
Cetera Investment Advisers33,018$1.8m0.0%
RiverTree Advisors, LLC28,735$1.5m0.9%
Kestra Advisory Services, LLC27,278$1.5m0.0%
Milestones Private Investment Advisors LLC27,164$1.5m1.2%
Plus Group Wealth Advisors LLC26,767$1.4m1.4%
D.A. DAVIDSON & CO.26,753$1.4m0.0%
Tidemark, LLC22,546$1.2m0.3%
JANE STREET GROUP, LLC21,860$1.2m0.0%
STIFEL FINANCIAL CORP15,396$827,9200.0%
OneDigital Investment Advisors LLC15,353$825,6330.0%
ENVESTNET ASSET MANAGEMENT INC14,679$789,3520.0%
Stratos Wealth Partners, LTD.14,391$773,9250.0%
Wagner Wealth Management, Corp12,537$674,1780.5%
SkyOak Wealth, LLC11,536$620,3500.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FCVT"). FCVT price history · All 13F data

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