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Disclosery

FVC FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

49 managers (49 13F filers) reported a position in FVC shares at 2025-09-30, 1,779,751 shares in all. 0 filers opened a position and 5 filers sold out during the quarter.

Managers
49
13F filers
49
New
0
Added
10
Reduced
27
Sold out
5
Shares held by filers
1,779,751

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Prospera Financial Services Inc318,696$11.5M0.2%-10,84113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY235,435$8.49M<0.01%-19,79813F-HR/ATimelineGroup
LPL Financial LLC218,144$7.87M<0.01%-10,33913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184,168$6.64M<0.01%-22,45313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/156,345$5.64M<0.01%-57713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG123,450$4.45M<0.01%-8,86113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,116$2.28M<0.01%-284,91913F-HRTimelineGroup
Janney Montgomery Scott LLC44,451$1.6M<0.01%-3,60813F-HRTimeline
Geneos Wealth Management Inc.31,860$1.15M0.03%-30013F-HRTimeline
Global Retirement Partners, LLC31,820$1.15M0.03%+2,41913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,196$1.02M<0.01%+22,26813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC25,883$934K<0.01%+1,21313F-HRTimelineGroup
Private Advisor Group, LLC23,985$865K<0.01%-21,79913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,782$858K<0.01%-64113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,404$844K<0.01%-6,89113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,799$750K0.01%-65513F-HRTimelineGroup
WORLD EQUITY GROUP, INC.20,724$748K0.17%-28013F-HRTimeline
Atria Investments, Inc19,754$713K0.01%+6913F-HRTimeline
Harvest Investment Services, LLC19,734$712K0.14%-3313F-HRTimeline
OneDigital Investment Advisors LLC17,973$648K0.01%-37913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,788$606K<0.01%-10,35613F-HRTimelineGroup
Trueblood Wealth Management, LLC16,445$593K0.23%-13513F-HRTimeline
PCG Wealth Advisors, LLC15,065$543K0.16%013F-HRTimeline
NewEdge Advisors, LLC11,694$422K<0.01%-7113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,065$327K<0.01%-6,85113F-HRTimeline
Proactive Wealth Strategies LLC8,523$307K0.13%-313F-HRTimeline
Cetera Investment Advisers8,347$301K<0.01%-413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,796$281K<0.01%+10913F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC7,787$281K0.06%013F-HRTimeline
Holos Integrated Wealth LLC7,551$270K0.16%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,950$251K0.2%-88113F-HRTimeline
Chicago Partners Investment Group LLC6,831$248K0.01%+4213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,476$198K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,442$124K0.01%-25013F-HRTimeline
TD Waterhouse Canada Inc.3,262$117K<0.01%-12,35513F-HRTimeline
COMERICA BANK2,581$93.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC2,488$89.8K0.01%013F-HRTimeline
MTM Investment Management, LLC2,388$86.1K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,376$49.7K<0.01%+12413F-HRTimelineGroup
Founders Financial Alliance, LLC1,248$45K0.01%013F-HRTimeline
Farther Finance Advisors, LLC839$30.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC678$24.5K<0.01%+37813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO457$16.5K<0.01%+13713F-HR/ATimelineGroup
Key Financial Inc221$7.97K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC200$7.21K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC171$6.17K<0.01%-15013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$5.99K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.161$5.81K<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$419K-12,13413F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.