FVD institutional holders

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

Managers holding639
Shares held108,222,336
Reported value$5.2bn
Quarter flows48 new, 190 added, 297 trimmed, 43 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY17,493,310$842.8m0.0%
LPL Financial LLC15,986,208$770.2m0.2%
BANK OF AMERICA CORP /DE/5,272,946$254.1m0.0%
WELLS FARGO & COMPANY/MN5,135,074$247.4m0.0%
RAYMOND JAMES FINANCIAL INC5,066,739$244.1m0.1%
ROYAL BANK OF CANADA3,182,055$153.3m0.0%
ENVESTNET ASSET MANAGEMENT INC3,178,839$153.2m0.0%
UBS Group AG3,062,609$147.6m0.0%
Cambridge Investment Research Advisors, Inc.2,322,474$111.9m0.1%
STIFEL FINANCIAL CORP2,214,926$106.7m0.1%
OSAIC HOLDINGS, INC.2,012,367$97.0m0.1%
Cetera Investment Advisers1,886,816$90.9m0.1%
COMMONWEALTH EQUITY SERVICES, LLC1,883,025$90.7m0.1%
HighTower Advisors, LLC1,562,931$75.3m0.1%
TRUIST FINANCIAL CORP1,278,255$61.6m0.1%
JPMORGAN CHASE & CO1,043,639$50.5m0.0%
Private Advisor Group, LLC1,026,523$49.5m0.2%
Baird Financial Group, Inc.889,586$42.9m0.1%
Kestra Advisory Services, LLC842,919$40.6m0.1%
New England Private Wealth Advisors LLC761,405$38.0m3.7%
TWO SIGMA INVESTMENTS, LP658,000$31.7m0.0%
JONES FINANCIAL COMPANIES LLLP643,171$31.2m0.0%
Prospera Financial Services Inc597,550$28.8m0.4%
NewEdge Advisors, LLC584,925$28.2m0.1%
Intellus Advisors LLC560,870$27.0m3.3%

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

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