FV FIRST TR EXCHANGE TRADED FD
FollowDORSEY WRT 5 ETF (fund)
Filings received so far for Q3 2026: 15 13F filers report a position in FV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | 71,985 | $5.28M | 0.27% | -1,542 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 60,109 | $4.41M | 0.03% | +280 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 43,991 | $3.23M | 0.21% | -220 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 20,986 | $1.54M | 0.04% | -809 | 13F-HRTimeline |
| Ballew Advisors, Inc | 17,999 | $1.33M | 0.66% | -422 | 13F-HRTimeline |
| Montz Harcus Wealth Management LLC | 8,969 | $658K | 0.23% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 7,423 | $545K | 0.02% | 0 | 13F-HRTimeline |
| Kaydan Wealth Management, Inc. | 6,850 | $503K | 0.17% | -207 | 13F-HRTimeline |
| Dale Q Rice Investment Management Ltd | 4,793 | $352K | 0.19% | -8 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 4,415 | $328K | 0.01% | -224 | 13F-HRTimeline |
| BURKETT FINANCIAL SERVICES, LLC | 685 | $50.3K | 0.02% | -140 | 13F-HRTimeline |
| AMERICAN NATIONAL BANK & TRUST | 470 | $34.5K | <0.01% | -65 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 418 | $30.7K | <0.01% | -463 | 13F-HRTimeline |
| Grove Bank & Trust | 330 | $24.2K | <0.01% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 117 | $8.61K | <0.01% | new | 13F-HRTimeline |