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Disclosery

FV FIRST TR EXCHANGE TRADED FD

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DORSEY WRT 5 ETF (fund)

313 managers (315 13F filers) reported a position in FV shares at 2025-03-31, 41,256,250 shares in all. 19 filers opened a position and 33 filers sold out during the quarter.

Managers
313
13F filers
315
New
19
Added
98
Reduced
127
Sold out
33
Shares held by filers
41,256,250

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY6,239,774$342M0.02%-417,03213F-HRTimelineGroup
LPL Financial LLC4,464,951$245M0.1%-17813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,107,820$225M0.05%+12,98613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,845,827$156M0.22%-3,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,592,735$142M0.05%-69,97913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,542,527$84.6M0.01%-131,66013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,357,428$74.5M0.02%-39,30013F-HRTimelineGroup
NewEdge Advisors, LLC1,122,643$61.6M0.37%+105,18513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,017,715$55.8M0.01%-79,83913F-HR/ATimelineGroup
Prospera Financial Services Inc790,523$43.4M1%-13,29813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.783,632$43M0.1%-52,91113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…574,602$31.5M0.77%+7,62413F-HRTimelineGroup
Cetera Investment Advisers529,761$29.1M0.06%+6,00313F-HRTimeline
Cambridge Investment Research Advisors,…515,765$28.3M0.1%-47,46013F-HRTimeline
Janney Montgomery Scott LLC497,334$27.3M0.08%-16,00513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.459,169$25.2M0.05%-36,66913F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC455,580$25M16.75%+6,03013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…445,649$24.4M0.06%+41,20413F-HRTimelineGroup
D.A. DAVIDSON & CO.434,478$23.8M0.19%-5,91813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding391,493$21.5M+10,766Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP386,071$21.2M0.02%+23,58613F-HRTimelineGroup
Madrona Financial Services, LLC383,167$21M5.78%-107,14313F-HRTimeline
Geneos Wealth Management Inc.328,029$18M0.26%+234,89113F-HRTimeline
Proactive Wealth Strategies LLC309,595$17M9.06%+11,45413F-HRTimeline
CWM, LLCin group CWM, LLC275,833$15.1M0.06%-6,69213F-HRTimelineGroup
Steward Partners Investment Advisory, L…257,577$14.1M0.12%+2,08513F-HRTimeline
Strid Group, LLC228,192$12.5M1.94%-4,06613F-HRTimeline
HighTower Advisors, LLC185,708$10.2M0.01%-3,20313F-HRTimeline
Private Advisor Group, LLC185,625$10.2M0.06%-9,49513F-HRTimeline
Integrated Wealth Concepts LLC181,583$9.96M0.12%-19,40113F-HRTimeline
MGO ONE SEVEN LLC169,972$9.32M0.36%-8,35513F-HRTimeline
ORG Partners LLC165,023$9.09M2.24%-21,02613F-HRTimeline
Regal Investment Advisors LLC165,535$9.08M0.73%+6,58713F-HRTimeline
Ashton Thomas Private Wealth, LLC164,938$9.05M0.35%-4,57613F-HRTimeline
Concentrum Wealth Management163,364$8.96M3.32%+4,11113F-HRTimeline
Frederick Financial Consultants, LLC160,439$8.8M6.35%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.159,109$8.73M0.13%-11,05113F-HRTimelineGroup
Sigma Planning Corp147,605$8.1M0.26%+9,23913F-HRTimeline
HFG Advisors, Inc.143,807$7.89M6.74%-1,03313F-HRTimeline
Farther Finance Advisors, LLC133,128$7.34M0.19%+127,65713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC131,765$7.23M0.31%+4,49113F-HR/ATimeline
AFFINITY WEALTH MANAGEMENT LLC130,868$7.18M1.33%+21813F-HRTimeline
MML INVESTORS SERVICES, LLC130,216$7.14M0.02%-1,91013F-HRTimeline
PFG Investments, LLC123,818$6.79M0.44%+3,06913F-HRTimeline
SPC Financial, Inc.122,376$6.71M0.59%+6,44313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC119,276$6.54M<0.01%+3,57113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…113,918$6.25M0.01%-6,17613F-HRTimeline
SkyOak Wealth, LLC112,252$6.16M1.35%-2,67413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding111,631$6.12M-22,044Timeline
Fusion Capital, LLC108,543$5.95M2.27%+5,05513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,277$5.89M0.01%-23,53113F-HRTimelineGroup
IFP Advisors, Inc97,884$5.37M0.17%-11,81213F-HRTimeline
Good Life Advisors, LLC96,202$5.28M0.37%-20,91813F-HRTimeline
ATWOOD & PALMER INC95,049$5.21M0.36%-38,79413F-HRTimeline
Valmark Advisers, Inc.94,417$5.18M0.08%+6,38013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO90,181$4.95M<0.01%-34013F-HRTimelineGroup
TradeWell Securities, LLC.85,920$4.71M2.6%-4,40013F-HRTimeline
Creative Planningin group Creative Planning80,469$4.41M<0.01%+14,70213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC78,451$4.3M0.09%+71913F-HRTimelineGroup
Claro Advisors Inc.76,484$4.2M0.56%-6013F-HRTimeline
COMERICA BANK74,948$4.11M0.02%-33013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,622$4.09M<0.01%+39,15813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,457$3.87M0.01%+38,87613F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC68,303$3.75M0.79%+1,92013F-HRTimeline
Sanctuary Advisors, LLC66,633$3.66M0.03%-10113F-HRTimeline
TKG Advisors, LLC64,306$3.53M1.74%+43913F-HRTimeline
Secure Asset Management, LLC62,170$3.41M0.69%-89,87013F-HRTimeline
Meridian Wealth Management, LLC61,030$3.35M0.16%013F-HRTimeline
First Heartland Consultants, Inc.59,762$3.28M0.34%+2,40413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC55,604$3.05M1.89%-36,90013F-HRTimeline
Stablepoint Partners, LLC53,445$2.93M0.53%+96613F-HRTimeline
Morey & Quinn Wealth Partners, LLC52,492$2.88M2.38%+1,03513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC49,344$2.71M2.3%-1,69113F-HRTimeline
G&S Capital LLC46,325$2.54M1.08%+1,25913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,043$2.53M<0.01%+21,17913F-HRTimelineGroup
Cushing Capital Partners, LLC45,796$2.51M2.26%-1,86713F-HRTimeline
Atlas Private Wealth Advisors44,624$2.45M0.34%-1,13213F-HRTimeline
Arkadios Wealth Advisors43,463$2.38M0.09%-10213F-HRTimeline
Golden State Wealth Management, LLC43,433$2.38M0.35%-47213F-HR/ATimeline
VestGen Advisors, LLC42,815$2.35M0.11%13F-HRTimeline
Mutual Advisors, LLC42,360$2.28M0.07%+2,57613F-HRTimeline
IFG Advisory, LLC40,874$2.24M0.12%+93213F-HRTimeline
Lunt Capital Management, Inc.40,248$2.21M0.8%+2,17713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,577$2.17M0.07%+2,10113F-HRTimeline
Garden State Investment Advisory Servic…38,685$2.12M0.68%+1,87313F-HRTimeline
WEDBUSH SECURITIES INC37,904$2.08M0.08%-7413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC37,517$2.06M1.51%-1,17513F-HRTimeline
Snowden Capital Advisors LLC37,271$2.04M0.07%+20413F-HRTimeline
Accel Wealth Management36,891$2.02M0.73%+23713F-HRTimeline
Mariner, LLCin group Mariner, LLC36,319$1.99M<0.01%-26513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,592$1.9M0.02%-75113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,656$1.87M0.04%013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC33,430$1.83M0.91%-14313F-HRTimeline
Harvest Investment Services, LLC31,275$1.72M0.48%-70813F-HRTimeline
SMITH, MOORE & CO.31,038$1.7M0.16%-4,20013F-HRTimeline
Waterfront Wealth Inc.30,920$1.7M0.41%+10913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,687$1.63M<0.01%+7,36113F-HR/ATimelineGroup
World Investment Advisors29,130$1.6M0.04%-57113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…27,130$1.59M0.06%-91613F-HRTimelineGroup
Atria Wealth Solutions, Inc.28,588$1.57M0.02%+89913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,486$1.56M<0.01%new13F-HRTimelineGroup
Petix & Botte Co27,583$1.51M0.4%+6,86813F-HRTimeline
Richmond Investment Services, LLC27,410$1.5M0.82%-75213F-HRTimeline
Private Advisory Group LLC27,229$1.49M0.17%-46913F-HRTimeline
HARBOUR INVESTMENTS, INC.26,576$1.46M0.04%-91813F-HRTimeline
&PARTNERS26,303$1.44M0.02%+1,72813F-HRTimeline
Carr Financial Group Corp25,043$1.37M0.45%-11,37313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25,011$1.37M0.11%-4,54213F-HRTimeline
CoreCap Advisors, LLC24,544$1.35M0.06%-3,09013F-HRTimeline
Clark Capital Management Group, Inc.24,173$1.33M0.01%-2,08413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,016$1.32M0.08%+2,25013F-HRTimelineGroup
Gateway Wealth Partners, LLC23,778$1.3M0.29%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.23,533$1.29M0.09%-96613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,384$1.28M0.02%-1,71013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\22,826$1.26M<0.01%-78113F-HRTimelineGroup
RFG Advisory, LLC22,805$1.25M0.03%+1,11613F-HRTimeline
WCG Wealth Advisors LLC22,541$1.24M0.09%+3,20913F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED22,475$1.23M0.12%+1,78413F-HR/ATimeline
Argent Trust Co22,380$1.23M0.05%013F-HRTimeline
Financial Advocates Investment Manageme…22,158$1.22M0.09%+84213F-HRTimeline
DAVENPORT & Co LLC22,061$1.21M0.01%+20013F-HRTimeline
Western Wealth Management, LLC21,875$1.2M0.08%-27313F-HRTimeline
Atria Investments, Inc21,223$1.16M0.01%+2,92313F-HRTimeline
Advisory Services Network, LLC21,095$1.16M0.02%+1,48313F-HRTimeline
Trueblood Wealth Management, LLC20,694$1.14M0.53%+5,83313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC20,400$1.12M<0.01%+9,20013F-HRTimeline
OneDigital Investment Advisors LLC20,381$1.12M0.01%-14,65213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC20,133$1.1M0.08%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,527$1.07M0.07%+9,65313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,428$1.07M0.01%-1,25513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,654$1.02M0.01%-61813F-HRTimelineGroup
Kiker Wealth Management, LLC18,378$1.01M0.69%-59913F-HRTimeline
Qube Research & Technologies Ltd18,166$997K<0.01%+8,94113F-HRTimeline
MinichMacGregor Wealth Management, LLC17,995$987K0.22%-207,25413F-HRTimeline
O'Dell Group, LLC17,796$976K0.25%-15213F-HRTimeline
Ballew Advisors, Inc18,770$973K0.65%-40913F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC17,717$972K0.54%-50013F-HRTimeline
SYNOVUS FINANCIAL CORP17,696$971K0.01%-65713F-HRTimeline
CASCADE INVESTMENT GROUP, INC.17,530$962K0.74%-513F-HRTimeline
FMR LLCin group FMR LLC17,476$959K<0.01%+1,94213F-HRTimelineGroup
Allworth Financial LP17,408$935K0.01%-49913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,045$935K0.03%+11,28113F-HRTimeline
Sage Mountain Advisors LLC17,034$934K0.07%-413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,765$920K0.05%+94113F-HR/ATimelineGroup
Visionary Wealth Advisors16,699$916K0.05%-413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,045$880K0.01%-36113F-HRTimelineGroup
Colonial River Investments, LLC15,974$876K0.48%new13F-HRTimeline
Advisory Alpha, LLC15,968$876K0.03%-1,15013F-HR/ATimeline
Quad-Cities Investment Group, LLC15,821$868K0.43%+54013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,510$851K<0.01%-2,31413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,247$836K0.03%-1,46713F-HRTimelineGroup
Clear Creek Financial Management, LLC14,910$818K0.08%-29613F-HRTimeline
Keystone Financial Group14,848$815K0.08%-1,30113F-HRTimeline
Gilliland Jeter Wealth Management LLC14,710$807K0.29%+1613F-HRTimeline
Insight Advisors, LLC/ PA14,477$794K0.14%-1,14313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,318$785K<0.01%-1,36513F-HRTimelineGroup
L.M. KOHN & COMPANY14,044$770K0.2%-78813F-HRTimeline
Capital Investment Advisory Services, L…13,907$763K0.07%-31613F-HRTimeline
Novak & Powell Financial Services, Inc.13,612$747K0.46%-53513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,314$730K0.02%-4,57713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.13,260$727K0.02%+2,54713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,048$716K<0.01%-4,87013F-HRTimelineGroup
BOKF, NAin group BOKF, NA12,863$706K0.01%013F-HRTimelineGroup
Madison Park Capital Advisors, LLC12,820$703K0.62%+213F-HRTimeline
Topsail Wealth Management, LLC12,367$678K0.14%+50813F-HRTimeline
AE Wealth Management LLC11,939$655K0.01%-31213F-HRTimeline
Beacon Pointe Advisors, LLC11,755$645K0.01%+313F-HRTimeline
DHJJ Financial Advisors, Ltd.11,698$642K0.26%-55313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,320$621K<0.01%new13F-HRTimelineGroup
Tudor Financial Inc.11,279$619K0.37%-12413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,088$608K0.02%-1,08313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO10,700$587K0.01%-36813F-HRTimeline
Koshinski Asset Management, Inc.10,534$578K0.05%+48413F-HRTimeline
Montz Harcus Wealth Management LLC10,257$563K0.31%+213F-HRTimeline
Dale Q Rice Investment Management Ltd9,652$530K0.27%-1013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,484$520K0.04%-6713F-HRTimeline
Advisors Capital Management, LLC9,200$505K0.01%013F-HRTimeline
Arax Advisory Partners9,147$502K0.03%-1,27713F-HRTimeline
HCR Wealth Advisors8,840$485K0.06%013F-HRTimeline
NWF Advisory Services Inc.8,596$472K0.07%new13F-HRTimeline
MGB Wealth Management, LLC8,575$470K0.17%-23713F-HRTimeline
Sargent Investment Group, LLC8,570$470K0.08%013F-HRTimeline
Cutter & CO Brokerage, Inc.8,461$464K0.11%013F-HRTimeline
HRT FINANCIAL LP8,471$464K<0.01%new13F-HRTimeline
CW Advisors, LLC8,434$463K0.01%+20013F-HRTimeline
Bluespring Wealth Management, LLC8,358$459K0.05%-2,69513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,322$457K0.01%013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co8,314$456K0.03%-19713F-HRTimeline
Citizens Business Bank8,300$455K0.1%013F-HRTimeline
Cyndeo Wealth Partners, LLC8,279$454K0.03%+113F-HRTimeline
FLOW TRADERS U.S. LLC8,036$441K0.02%new13F-HRTimeline
One Capital Management, LLC8,007$439K0.01%-48513F-HRTimeline
Summit Financial, LLC7,948$436K0.01%+34313F-HRTimeline
Aptus Capital Advisors, LLC7,765$426K<0.01%+4,90213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,702$423K<0.01%+13613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,675$421K0.04%-8,21913F-HRTimeline
HANCOCK WHITNEY CORP7,566$415K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC7,560$415K0.01%-1,15013F-HRTimeline
Kaydan Wealth Management, Inc.7,522$413K0.13%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,474$410K0.14%-75013F-HRTimeline