Skip to content
Disclosery

FVC FIRST TR EXCHANGE TRADED FD

Follow

DORSEY WRIGHT (fund)

54 managers (54 13F filers) reported a position in FVC shares at 2026-06-30, 1,485,784 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
54
13F filers
54
New
6
Added
4
Reduced
23
Sold out
3
Shares held by filers
1,485,784

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Prospera Financial Services Inc219,323$9.61M0.14%-38,64113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY207,934$9.11M<0.01%-11,90613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN179,651$7.87M<0.01%-1,51413F-HRTimelineGroup
LPL Financial LLC146,064$6.4M<0.01%-81,27513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/125,795$5.51M<0.01%-2,63213F-HRTimelineGroup
UBS Group AGin group UBS Group AG104,816$4.59M<0.01%-16,15213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,386$2.43M<0.01%-3,74513F-HRTimelineGroup
Janney Montgomery Scott LLC32,982$1.45M<0.01%-40013F-HRTimeline
Global Retirement Partners, LLC30,663$1.34M0.02%13F-HRTimeline
Geneos Wealth Management Inc.25,231$1.11M0.02%-4,40913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,420$982K<0.01%-39613F-HRTimelineGroup
Sun Financial Inc23,240$974K0.46%-113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,789$954K<0.01%+7,05013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC21,125$925K<0.01%-1,21013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,790$867K0.01%-8513F-HRTimelineGroup
Private Advisor Group, LLC18,669$818K<0.01%+20713F-HRTimeline
WORLD EQUITY GROUP, INC.17,017$745K0.17%013F-HRTimeline
Proactive Wealth Strategies LLC15,969$699K0.11%-74013F-HRTimeline
Atria Investments, Inc15,720$689K0.01%-1,18713F-HRTimeline
Trueblood Wealth Management, LLC15,686$687K0.24%013F-HRTimeline
PCG Wealth Advisors, LLC15,068$660K0.15%013F-HRTimeline
EWA, LLC14,255$624K0.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,816$605K<0.01%+14513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,515$548K<0.01%+33613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,090$530K<0.01%-3,93413F-HRTimelineGroup
NewEdge Advisors, LLC10,751$471K<0.01%-1,39413F-HRTimeline
Keystone Financial Group10,280$450K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…9,269$406K<0.01%-30013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,922$347K<0.01%-19713F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC7,787$341K0.05%013F-HRTimeline
Holos Integrated Wealth LLC6,901$286K0.13%013F-HRTimeline
Chicago Partners Investment Group LLC5,937$241K<0.01%013F-HRTimeline
Cetera Investment Advisers5,407$237K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,241$230K<0.01%-23513F-HRTimeline
FLOW TRADERS U.S. LLC4,797$210K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,590$201K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,917$172K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,442$151K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,581$113K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC1,968$86.2K0.02%-42013F-HRTimeline
TD Waterhouse Canada Inc.1,494$63.8K<0.01%-33113F-HRTimeline
Founders Financial Alliance, LLC1,248$54.7K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,125$49.3K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,120$49.1K<0.01%-9,93513F-HRTimelineGroup
Integrated Wealth Concepts LLC892$39.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC678$29.7K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO320$13.8K<0.01%013F-HRTimelineGroup
Key Financial Inc221$9.68K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC200$8.76K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC171$7.49K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$7.27K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.162$7.12K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102$4.31K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC81$3.55K<0.01%013F-HRTimeline