FV institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding353
Shares held33,821,896
Reported value$2.6bn
Quarter flows51 new, 88 added, 139 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY5,527,840$419.5m0.0%
LPL Financial LLC3,298,431$250.3m0.1%
WELLS FARGO & COMPANY/MN2,428,631$184.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC1,746,363$132.5m0.2%
RAYMOND JAMES FINANCIAL INC1,695,696$128.7m0.0%
UBS Group AG1,199,927$91.1m0.0%
BANK OF AMERICA CORP /DE/1,157,404$87.8m0.0%
Cambridge Investment Research Advisors, Inc.954,883$72.5m0.1%
ROYAL BANK OF CANADA742,094$56.3m0.0%
OSAIC HOLDINGS, INC.646,596$49.1m0.1%
Proactive Wealth Strategies LLC604,871$45.9m7.4%
Prospera Financial Services Inc596,001$45.2m0.7%
Concurrent Investment Advisors, LLC568,217$43.1m0.4%
NewEdge Advisors, LLC552,680$41.9m0.1%
Janney Montgomery Scott LLC487,338$37.0m0.1%
&PARTNERS517,054$36.6m0.2%
SARD WEALTH MANAGEMENT GROUP, LLC478,783$36.3m17.4%
STIFEL FINANCIAL CORP416,105$31.6m0.0%
Cetera Investment Advisers403,313$30.6m0.0%
Rockefeller Capital Management L.P.395,929$30.0m0.0%
D.A. DAVIDSON & CO.393,649$29.9m0.2%
ENVESTNET ASSET MANAGEMENT INC362,245$27.5m0.0%
BENJAMIN EDWARDS INC285,409$21.7m0.2%
Baird Financial Group, Inc.282,564$21.4m0.0%
Madrona Financial Services, LLC254,309$19.3m3.6%

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

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