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Disclosery

FVC FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

55 managers (55 13F filers) reported a position in FVC shares at 2025-06-30, 2,206,392 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
3
Added
16
Reduced
19
Sold out
5
Shares held by filers
2,206,392

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC348,035$12.4M<0.01%+133,23313F-HRTimelineGroup
Prospera Financial Services Inc329,537$11.7M0.22%+11,85513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY255,233$9.07M<0.01%-4,42613F-HRTimelineGroup
LPL Financial LLC228,483$8.12M<0.01%-9,09613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN206,621$7.34M<0.01%+14,03613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/156,922$5.58M<0.01%-80613F-HRTimelineGroup
UBS Group AGin group UBS Group AG132,311$4.7M<0.01%-69,23113F-HRTimelineGroup
Janney Montgomery Scott LLC48,059$1.71M<0.01%+20,83513F-HRTimeline
Private Advisor Group, LLC45,784$1.63M0.01%-24813F-HRTimeline
Geneos Wealth Management Inc.32,160$1.14M0.03%-14,10313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,295$1.08M<0.01%-1,12913F-HR/ATimelineGroup
Global Retirement Partners, LLC29,401$1.04M0.03%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,144$964K<0.01%+7,97113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC24,670$877K<0.01%-5,77713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,423$868K<0.01%+6,46713F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,454$762K0.01%-4113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.21,004$746K0.2%+2,21213F-HRTimeline
Harvest Investment Services, LLC19,767$702K0.16%+3313F-HRTimeline
Atria Investments, Inc19,685$699K0.01%-4,86613F-HRTimeline
OneDigital Investment Advisors LLC18,352$652K0.01%+1,30813F-HRTimeline
Trueblood Wealth Management, LLC16,580$589K0.25%+1,45813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,916$566K<0.01%-1,28313F-HRTimeline
TD Waterhouse Canada Inc.15,617$554K<0.01%-116,83813F-HRTimeline
PCG Wealth Advisors, LLC15,065$535K0.27%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,170$432K0.03%013F-HRTimelineGroup
NewEdge Advisors, LLC11,765$418K<0.01%+5,07113F-HRTimeline
Keystone Financial Group11,393$405K0.04%013F-HRTimeline
Proactive Wealth Strategies LLC8,526$303K0.14%+5813F-HRTimeline
Cetera Investment Advisers8,351$297K<0.01%-39313F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,831$281K0.24%-80313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC7,787$277K0.07%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,687$273K<0.01%-65713F-HRTimelineGroup
Holos Integrated Wealth LLC7,551$270K0.16%-43813F-HRTimeline
Chicago Partners Investment Group LLC6,789$244K0.01%+7213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,928$211K<0.01%-16,26113F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,734$204K<0.01%-29313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,476$195K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,692$131K0.01%013F-HRTimeline
COMERICA BANK2,581$91.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC2,488$88.4K0.01%013F-HRTimeline
MTM Investment Management, LLC2,388$84.8K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,252$44.5K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC1,248$44.3K0.01%013F-HRTimeline
Farther Finance Advisors, LLC839$29.8K<0.01%+69113F-HRTimeline
FMR LLCin group FMR LLC321$11.4K<0.01%+15013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO320$11.4K<0.01%013F-HRTimelineGroup
Investors Research Corp312$11.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC300$10.7K<0.01%new13F-HRTimelineGroup
Key Financial Inc221$7.85K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC200$7.11K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC200$7.11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.198$7.04K<0.01%-5913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$5.9K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.160$5K<0.01%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.