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Disclosery

FVC FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

51 managers (51 13F filers) reported a position in FVC shares at 2026-03-31, 1,601,457 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
51
13F filers
51
New
6
Added
7
Reduced
24
Sold out
2
Shares held by filers
1,601,457

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Inc257,964$8.98M0.14%-45,75713F-HRTimeline
LPL Financial LLC227,339$7.92M<0.01%+44,12413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY219,840$7.66M<0.01%-3,30013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN181,165$6.31M<0.01%+4,40313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,427$4.47M<0.01%-28,06713F-HRTimelineGroup
UBS Group AGin group UBS Group AG120,968$4.21M<0.01%-1,57313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,131$2.06M<0.01%-29913F-HRTimelineGroup
Janney Montgomery Scott LLC33,382$1.16M<0.01%-1,30513F-HRTimeline
Geneos Wealth Management Inc.29,640$1.03M0.02%+2,80013F-HRTimeline
Sun Financial Inc23,241$943K0.47%-42613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,816$795K<0.01%-44913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC22,335$778K<0.01%-1,92513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,875$692K0.01%-58813F-HRTimelineGroup
Private Advisor Group, LLC18,462$643K<0.01%-1,03313F-HRTimeline
WORLD EQUITY GROUP, INC.17,017$593K0.15%-3,43013F-HRTimeline
Atria Investments, Inc16,907$589K0.01%-1,94013F-HRTimeline
Proactive Wealth Strategies LLC16,709$582K0.11%+8,11813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,024$558K<0.01%+2,78513F-HRTimelineGroup
Trueblood Wealth Management, LLC15,686$546K0.21%-86613F-HRTimeline
PCG Wealth Advisors, LLC15,068$525K0.13%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,739$513K<0.01%-35,15813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,671$476K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,179$424K<0.01%-6,12913F-HRTimelineGroup
NewEdge Advisors, LLC12,145$423K<0.01%-47413F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.11,055$385K0.03%+11,01913F-HRTimelineGroup
Keystone Financial Group10,280$358K0.02%-1,01213F-HRTimeline
Cambridge Investment Research Advisors,…9,569$333K<0.01%-16413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,119$283K<0.01%+1,35513F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC7,787$271K0.05%013F-HRTimeline
Holos Integrated Wealth LLC6,901$244K0.12%-65013F-HRTimeline
Chicago Partners Investment Group LLC5,937$222K<0.01%-5713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,476$191K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,917$136K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,442$120K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,581$89.9K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC2,437$84.9K0.01%013F-HRTimeline
MTM Investment Management, LLC2,388$83.2K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,825$64K<0.01%-1,43713F-HRTimeline
Founders Financial Alliance, LLC1,248$43.5K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,125$39.2K<0.01%-26313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC678$23.6K<0.01%013F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC331$11.5K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO320$10.8K<0.01%013F-HR/ATimelineGroup
Key Financial Inc221$7.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC200$6.97K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC200$6.97K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC171$5.96K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$5.78K<0.01%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.162$5.66K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC110$3.83K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC81$2.85K<0.01%-6713F-HRTimeline