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Disclosery

FV FIRST TR EXCHANGE TRADED FD

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DORSEY WRT 5 ETF (fund)

320 managers (323 13F filers) reported a position in FV shares at 2026-03-31, 34,379,970 shares in all. 22 filers opened a position and 30 filers sold out during the quarter.

Managers
320
13F filers
323
New
22
Added
87
Reduced
138
Sold out
30
Shares held by filers
34,379,970

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY5,593,064$338M0.02%-82,18513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,223,326$195M0.04%-465,82113F-HR/ATimelineGroup
LPL Financial LLC3,100,853$187M0.05%-1,054,77513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,847,399$112M0.16%-481,59113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,782,456$108M0.03%-302,35313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,258,266$76M-19,491Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,180,641$71.4M0.01%-80,57013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA757,619$45.8M0.01%-74,67613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.720,873$43.6M0.06%-50,25213F-HRTimelineGroup
Prospera Financial Services Inc631,578$38.2M0.61%-76,41413F-HRTimeline
Proactive Wealth Strategies LLC609,498$36.8M6.92%+295,99513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…562,364$34M0.37%-3,49513F-HRTimelineGroup
NewEdge Advisors, LLC549,888$33.2M0.12%-379,80813F-HR/ATimeline
Cambridge Investment Research Advisors,…521,319$31.5M0.08%-44,17713F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC468,254$28.3M15.39%-1,91413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP422,656$25.5M0.02%-17,85113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…415,510$25.1M0.04%+15,04613F-HRTimelineGroup
Cetera Investment Advisers403,640$24.4M0.03%+3,74913F-HRTimeline
D.A. DAVIDSON & CO.398,503$24.1M0.15%-8,97513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding389,192$23.5M+32,703Timeline
Private Advisor Group, LLC346,335$20.9M0.1%+64,42913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.343,182$20.7M0.03%-76,44713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC305,385$18.5M0.18%+163,33113F-HRTimelineGroup
Madrona Financial Services, LLC247,584$15M3.27%-154,15013F-HRTimeline
Geneos Wealth Management Inc.243,531$14.7M0.34%-6,73813F-HRTimeline
Steward Partners Investment Advisory, L…241,542$14.6M0.07%-2,38113F-HRTimeline
CWM, LLCin group CWM, LLC239,257$14.5M0.04%-27,81113F-HRTimelineGroup
Independent Advisor Alliance230,000$13.9M0.15%new13F-HRTimeline
Gateway Wealth Partners, LLC214,630$13M0.51%+106,87713F-HRTimeline
Frederick Financial Consultants, LLC203,280$12.3M6.11%+7,82913F-HRTimeline
Strid Group, LLC198,099$12M1.48%-26,53513F-HRTimeline
Concentrum Wealth Management174,859$10.6M3.12%+75113F-HRTimeline
Regal Investment Advisors LLC173,870$10.5M0.61%+4,44113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…161,001$9.82M0.02%+69,42913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…154,719$9.35M0.01%+5,05413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.152,481$9.22M0.1%-2,07813F-HRTimelineGroup
HFG Advisors, Inc.143,684$8.68M6.11%+20613F-HRTimeline
AlphaCore Capital LLC139,511$8.43M0.2%-3,16613F-HRTimeline
HighTower Advisors, LLC136,665$8.26M0.01%-3,67113F-HRTimeline
Ashton Thomas Private Wealth, LLC133,501$8.07M0.19%-3,12213F-HRTimeline
MGO ONE SEVEN LLC126,928$7.67M0.15%-97913F-HRTimeline
Integrated Wealth Concepts LLC123,925$7.49M0.06%-34,50413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,028$7.39M<0.01%+60,56913F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding121,912$7.37M+6,164Timeline
Fusion Capital, LLC120,426$7.28M1.96%+4,22913F-HRTimeline
SkyOak Wealth, LLC107,748$6.51M1.19%+29713F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC103,563$6.26M0.95%-5,03113F-HRTimeline
IFP Advisors, Inc101,409$6.13M0.13%+1,16413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC101,222$6.12M<0.01%-3,79913F-HRTimelineGroup
Valmark Advisers, Inc.98,725$5.97M0.07%-1,90613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,101$5.31M<0.01%+3,69713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,093$5.26M0.01%-9,80513F-HRTimelineGroup
PFG Investments, LLC86,943$5.25M0.24%-41,51713F-HRTimeline
MML INVESTORS SERVICES, LLC81,924$4.95M0.01%-51413F-HRTimeline
ATWOOD & PALMER INC80,737$4.88M0.28%-11,26213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…74,919$4.53M0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC72,359$4.37M0.03%-813F-HRTimeline
Merit Financial Group, LLC70,317$4.25M0.03%+19,91513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,360$4.01M0.01%+23,23513F-HRTimelineGroup
Creative Planningin group Creative Planning64,806$3.92M<0.01%-1,66313F-HRTimelineGroup
Sanctuary Advisors, LLC64,069$3.87M0.02%-93813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\63,647$3.85M<0.01%+25,84613F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC61,763$3.79M0.41%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,972$3.68M<0.01%+47,97913F-HRTimelineGroup
Meridian Wealth Management, LLC60,956$3.68M0.13%013F-HRTimeline
Claro Advisors Inc.60,862$3.68M0.44%-26713F-HRTimeline
Farther Finance Advisors, LLC59,427$3.62M0.03%-21,86313F-HRTimeline
&PARTNERS59,800$3.61M0.02%-18,28813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC58,624$3.54M<0.01%+71413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC58,496$3.54M0.11%-2,52713F-HRTimeline
TradeWell Securities, LLC.56,423$3.48M1.47%-4,40313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC57,176$3.46M0.06%-7,83913F-HRTimelineGroup
Stablepoint Partners, LLC56,190$3.4M0.5%+2,86113F-HRTimeline
Morey & Quinn Wealth Partners, LLC52,818$3.19M2.27%+24813F-HRTimeline
VestGen Advisors, LLC45,418$3.16M0.09%+61513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC51,084$3.09M2.27%-52813F-HRTimeline
Mutual Advisors, LLC50,927$3.08M0.07%-99613F-HRTimeline
Cushing Capital Partners, LLC48,256$2.92M2.24%-56313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC44,949$2.72M1.3%-1513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,968$2.64M0.02%-2,22613F-HRTimelineGroup
First Heartland Consultants, Inc.43,109$2.61M0.2%013F-HRTimeline
Composition Wealth, LLC43,074$2.6M0.04%-88713F-HRTimeline
Lunt Capital Management, Inc.40,425$2.44M0.94%+78513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,773$2.4M0.05%-2,48013F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC39,688$2.4M0.11%+23,50913F-HRTimeline
Arkadios Wealth Advisors37,950$2.29M0.04%-4,90313F-HRTimeline
Golden State Wealth Management, LLC37,256$2.25M0.25%-68313F-HRTimeline
WCG Wealth Advisors LLC36,311$2.19M0.06%-12113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC35,736$2.16M1.52%-87913F-HRTimeline
Tulsa Wealth Advisors, INC34,427$2.08M0.36%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC33,310$2.01M<0.01%+2,29113F-HRTimelineGroup
Richmond Investment Services, LLC32,448$1.96M0.32%-19313F-HRTimeline
Qube Research & Technologies Ltd32,150$1.94M<0.01%-3,26213F-HRTimeline
Snowden Capital Advisors LLC31,478$1.9M0.05%-1,05813F-HRTimeline
WEDBUSH SECURITIES INC31,296$1.89M0.06%-4813F-HRTimeline
Waterfront Wealth Inc.31,269$1.89M0.35%-44413F-HRTimeline
Sigma Planning Corp31,244$1.89M0.05%-10613F-HRTimeline
SMITH, MOORE & CO.29,561$1.79M0.13%+1,07213F-HRTimeline
Colonial River Investments, LLC29,335$1.77M0.64%+1,53213F-HRTimeline
Garden State Investment Advisory Servic…28,043$1.7M0.41%+54413F-HRTimeline
QP WEALTH MANAGEMENT, LLC27,755$1.68M2.87%-10,06213F-HRTimeline
Trueblood Wealth Management, LLC25,452$1.54M0.6%+55713F-HRTimeline
Atria Investments, Inc25,400$1.54M0.02%-17713F-HRTimeline
Accel Wealth Management25,390$1.53M0.4%-3,37613F-HRTimeline
Petix & Botte Co25,125$1.52M0.34%-18,85513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,641$1.49M0.02%-11413F-HRTimelineGroup
OneDigital Investment Advisors LLC22,424$1.36M0.01%+50713F-HRTimeline
HARBOUR INVESTMENTS, INC.22,056$1.33M0.02%-2,15113F-HRTimeline
CoreCap Advisors, LLC22,044$1.33M0.05%-22513F-HRTimeline
FMR LLCin group FMR LLC22,034$1.33M<0.01%+3,68613F-HRTimelineGroup
Forty-three Eighteen Advisors, LLC21,718$1.31M0.99%-23913F-HRTimeline
Savvy Advisors, Inc.21,652$1.31M0.04%-6913F-HRTimeline
World Investment Advisors21,048$1.27M0.02%-5,55413F-HRTimeline
Western Wealth Management, LLC21,019$1.27M0.05%-31313F-HR/ATimeline
Argent Trust Co20,880$1.26M0.04%-80013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.20,159$1.22M0.08%+20,03313F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC19,763$1.19M0.06%013F-HRTimeline
Ballew Advisors, Inc18,575$1.17M0.66%-6313F-HRTimeline
Kiker Wealth Management, LLC19,236$1.16M0.56%new13F-HRTimeline
DAVENPORT & Co LLC18,856$1.14M0.01%-1,22313F-HRTimeline
FLOW TRADERS U.S. LLC18,821$1.14M0.04%new13F-HRTimeline
Kovack Advisors, Inc.18,640$1.13M0.06%-34113F-HRTimeline
RFG Advisory, LLC18,376$1.11M0.02%-23813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,147$1.1M0.04%-98313F-HRTimelineGroup
Allworth Financial LP17,798$1.08M<0.01%+62013F-HRTimeline
Atlas Private Wealth Advisors17,672$1.07M0.25%-13313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,501$1.06M0.1%-3,85013F-HRTimelineGroup
Quantinno Capital Management LP17,375$1.05M<0.01%+8,08113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …16,444$994K0.01%-32413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …16,055$970K0.06%-29713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,029$969K0.01%+36913F-HRTimelineGroup
Advisory Services Network, LLC15,757$952K0.01%-44713F-HRTimeline
Topsail Wealth Management, LLC15,622$944K0.14%+32813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.15,579$942K0.62%-20613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC14,868$899K0.28%+21413F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,810$895K0.06%+613F-HRTimeline
Gilliland Jeter Wealth Management LLC14,803$895K0.27%+1313F-HRTimeline
Montz Harcus Wealth Management LLC14,765$892K0.36%+3,20213F-HRTimeline
PINNACLE ASSOCIATES LTD14,720$890K0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,720$890K0.06%new13F-HRTimeline
Clear Creek Financial Management, LLC14,672$887K0.07%+4613F-HRTimeline
Advisory Alpha, LLC14,656$886K0.02%-38713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,381$869K0.05%+6813F-HRTimeline
MinichMacGregor Wealth Management, LLC14,253$861K0.15%-87713F-HRTimeline
HRT FINANCIAL LP14,174$856K<0.01%+7,38913F-HRTimeline
Quad-Cities Investment Group, LLC13,896$840K0.33%-7313F-HRTimeline
Insight Advisors, LLC/ PA13,868$838K0.16%-513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,595$822K0.02%+713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,493$815K<0.01%-2,12413F-HRTimelineGroup
AE Wealth Management LLC13,331$806K<0.01%+80613F-HRTimeline
Novak & Powell Financial Services, Inc.13,102$792K0.43%013F-HRTimeline
Keystone Financial Group12,919$781K0.05%+113F-HRTimeline
Wagner Wealth Management, Corp12,677$766K0.69%-17,45713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,303$744K0.04%-6,32213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,171$736K0.04%-40013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,972$724K<0.01%-5,32313F-HRTimeline
Sage Mountain Advisors LLC11,927$721K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,731$709K0.04%-10,25313F-HRTimeline
Madison Park Capital Advisors, LLC11,634$703K0.55%+213F-HRTimeline
Capital Investment Advisory Services, L…11,624$703K0.05%-68713F-HRTimeline
Clark Capital Management Group, Inc.11,570$699K<0.01%-10,07813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,320$684K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.11,197$677K0.22%013F-HRTimeline
Warner Group LLC11,035$667K0.44%013F-HRTimeline
HighPoint Advisor Group LLC10,792$652K0.03%+9213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,758$650K<0.01%+2,96713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,641$643K0.02%+71713F-HRTimelineGroup
LANARK FINANCIAL, INC.10,639$643K0.05%-3,64713F-HRTimeline
Visionary Wealth Advisors10,503$635K0.03%+413F-HRTimeline
Koshinski Asset Management, Inc.10,405$629K0.04%-5013F-HRTimeline
Tudor Financial Inc.10,262$620K0.32%+19613F-HR/ATimeline
Arax Advisory Partners10,130$612K0.02%-613F-HRTimeline
ADVISORTRUST PARTNERS, LLC10,029$606K0.25%+4,23513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,956$602K0.01%-73713F-HRTimeline
Summit Financial, LLC9,643$583K0.01%-1013F-HRTimeline
Redwood Family Wealth LLC9,635$582K0.57%-80013F-HRTimeline
Aptus Capital Advisors, LLC9,585$579K<0.01%-50513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,743$574K-2,943Timeline
Spartan Wealth Advisory Services LLC9,343$565K0.05%13F-HRTimeline
HCR Wealth Advisors9,045$547K0.06%+20513F-HRTimeline
Advisors Capital Management, LLC8,800$532K0.01%-40013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,705$526K0.02%+23313F-HRTimelineGroup
IFS Group,LLC8,705$526K0.47%13F-HRTimeline
Ausdal Financial Partners, Inc.8,687$525K0.02%-53313F-HRTimeline
HANCOCK WHITNEY CORP7,841$522K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,322$503K0.01%013F-HRTimelineGroup
Sargent Investment Group, LLC7,970$482K0.06%-50013F-HRTimeline
Cyndeo Wealth Partners, LLC7,968$482K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,882$476K<0.01%-4,73813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co7,868$476K0.02%-23313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,804$472K<0.01%-13,29313F-HRTimelineGroup
NWF Advisory Services Inc.7,634$461K0.05%+1,54113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,513$454K0.1%013F-HRTimeline
Bluespring Wealth Management, LLC7,494$453K0.04%-77313F-HRTimeline
GAMMA Investing LLC7,423$449K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,307$442K0.01%+213F-HRTimeline
Kaydan Wealth Management, Inc.7,183$434K0.15%013F-HRTimeline
Founders Financial Alliance, LLC6,980$422K0.08%+62413F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,169$373K0.07%013F-HRTimeline
Chicago Partners Investment Group LLC5,701$370K0.01%+513F-HRTimeline