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Disclosery

FVC FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

56 managers (56 13F filers) reported a position in FVC shares at 2025-03-31, 2,281,170 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
56
New
6
Added
13
Reduced
21
Sold out
3
Shares held by filers
2,281,170

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
Prospera Financial Services Inc317,682$11.2M0.26%-5,79113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY259,659$9.13M<0.01%-13,62313F-HRTimelineGroup
LPL Financial LLC237,579$8.36M<0.01%-59,08513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC214,802$7.56M<0.01%+106,68213F-HRTimelineGroup
UBS Group AGin group UBS Group AG201,542$7.09M<0.01%-15,04113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192,585$6.78M<0.01%-77013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/157,728$5.55M<0.01%-7,77213F-HRTimelineGroup
TD Waterhouse Canada Inc.132,455$4.66M0.04%-1,24313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,794$1.65M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.46,263$1.63M0.02%+32,57513F-HRTimeline
Private Advisor Group, LLC46,032$1.62M0.01%-4,02613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,424$1.1M<0.01%-5,04013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC30,447$1.07M<0.01%-2,40913F-HRTimelineGroup
Janney Montgomery Scott LLC27,224$958K<0.01%-9113F-HRTimeline
Atria Investments, Inc24,551$864K0.01%-2,11913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,189$781K<0.01%-11,24413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,495$756K0.01%-15013F-HRTimelineGroup
Harvest Investment Services, LLC19,734$694K0.19%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,173$675K<0.01%-12,62713F-HRTimelineGroup
WORLD EQUITY GROUP, INC.18,792$668K0.19%+5,40713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,956$632K<0.01%+11,84513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,199$605K<0.01%+84713F-HRTimeline
OneDigital Investment Advisors LLC17,044$600K0.01%-8,29013F-HRTimeline
Trueblood Wealth Management, LLC15,122$532K0.25%013F-HRTimeline
PCG Wealth Advisors, LLC15,065$530K0.18%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,624$514K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12,170$428K0.03%-1,43713F-HRTimelineGroup
Keystone Financial Group11,393$401K0.04%-1,18213F-HRTimeline
Cetera Investment Advisers8,744$308K<0.01%+1,07513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,634$304K0.3%+3513F-HRTimeline
Proactive Wealth Strategies LLC8,468$298K0.16%+26213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,344$294K<0.01%+613F-HRTimelineGroup
Atria Wealth Solutions, Inc.8,072$284K<0.01%-1,44713F-HRTimeline
Holos Integrated Wealth LLC7,989$281K0.18%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC7,787$274K0.07%013F-HRTimeline
NewEdge Advisors, LLC6,694$235K<0.01%+13513F-HRTimeline
Chicago Partners Investment Group LLC6,717$233K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,027$212K<0.01%-10113F-HRTimeline
PRIVATE TRUST CO NA3,692$130K0.01%013F-HRTimeline
COMERICA BANK2,581$90.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC2,488$87.5K0.01%+5113F-HRTimeline
MTM Investment Management, LLC2,388$84.2K0.03%013F-HRTimeline
Founders Financial Alliance, LLC1,248$43.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC410$14.4K<0.01%+213F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO320$11.3K<0.01%-3513F-HRTimelineGroup
Investors Research Corp312$11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.257$9.03K<0.01%+113F-HRTimeline
Key Financial Inc221$7.78K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC200$7.04K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC200$7.04K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC171$6.02K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$5.84K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC148$5.22K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.158$5K<0.01%new13F-HRTimeline
IFP Advisors, Inc11$387<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.