IFV institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding58
Shares held8,213,423
Reported value$221.2m
Quarter flows8 new, 22 added, 14 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,655,802$44.6m0.0%
Concurrent Investment Advisors, LLC1,215,007$32.7m0.3%
WELLS FARGO & COMPANY/MN1,049,578$28.3m0.0%
NewEdge Advisors, LLC793,139$21.4m0.1%
Cambridge Investment Research Advisors, Inc.555,424$15.0m0.0%
RAYMOND JAMES FINANCIAL INC518,804$14.0m0.0%
BANK OF AMERICA CORP /DE/328,521$8.8m0.0%
UBS Group AG328,004$8.8m0.0%
Prospera Financial Services Inc271,646$7.3m0.1%
LPL Financial LLC234,517$6.3m0.0%
BENJAMIN EDWARDS INC214,162$5.8m0.1%
Trueblood Wealth Management, LLC98,678$2.7m0.9%
Genesee Capital Advisors, LLC94,459$2.5m0.8%
PFG Investments, LLC85,573$2.3m0.1%
STIFEL FINANCIAL CORP83,056$2.2m0.0%
Cetera Investment Advisers75,549$2.0m0.0%
MML INVESTORS SERVICES, LLC49,405$1.3m0.0%
Kiker Wealth Management, LLC46,829$1.3m0.5%
Steward Partners Investment Advisory, LLC45,983$1.2m0.0%
Rockefeller Capital Management L.P.43,855$1.2m0.0%
GOLDMAN SACHS GROUP INC40,657$1.1m0.0%
SMITH, MOORE & CO.39,771$1.1m0.1%
OSAIC HOLDINGS, INC.37,808$1.0m0.0%
Pine Valley Investments Ltd Liability Co33,735$908,5720.0%
JANE STREET GROUP, LLC26,150$704,2850.0%

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

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