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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

629 managers (642 13F filers) reported a position in FVD shares at 2026-06-30, 107,004,569 shares in all. 37 filers opened a position and 29 filers sold out during the quarter.

Managers
629
13F filers
642
New
37
Added
188
Reduced
300
Sold out
29
Shares held by filers
107,004,569

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
Advance Capital Management, Inc.36,924$1.78M0.06%+2,41513F-HRTimeline
Prism Advisors, Inc.36,677$1.77M0.43%-49113F-HRTimeline
ERn Financial, LLC36,377$1.75M0.29%-45113F-HRTimeline
Keystone Financial Group36,369$1.75M0.1%+1,91713F-HRTimeline
Savvy Advisors, Inc.36,288$1.75M0.04%-13513F-HRTimeline
Moment Partners, LLC36,068$1.74M0.31%-60,91913F-HRTimeline
Wisconsin Wealth Advisors, LLC35,999$1.73M1.49%+1,34313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,692$1.72M0.02%-1,60013F-HRTimelineGroup
Claro Advisors Inc.35,543$1.71M0.18%-4,15013F-HRTimeline
McKinley Carter Wealth Services, Inc.34,470$1.66M0.09%013F-HRTimeline
Comprehensive Financial Consultants Ins…34,444$1.66M0.44%+62313F-HRTimeline
Intrua Financial, LLC34,208$1.65M0.16%-3,33713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,475$1.61M0.05%+1,92613F-HRTimelineGroup
Centurion Wealth Management LLC33,393$1.61M0.38%-10,40313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,378$1.61M<0.01%-94913F-HRTimelineGroup
Walker Asset Management, LLC33,133$1.6M0.81%-2,10013F-HRTimeline
Venture Visionary Partners LLC32,635$1.57M0.04%+8613F-HRTimeline
Foundations Investment Advisors, LLC32,630$1.57M0.02%-2,21613F-HRTimeline
Quantinno Capital Management LP32,582$1.57M<0.01%+4,99313F-HRTimeline
Argyle Capital Partners, LLC32,412$1.56M0.98%+1,77713F-HRTimeline
CALTON & ASSOCIATES, INC.31,899$1.54M0.23%-13,27213F-HRTimeline
Mission Financial Group, LLC31,666$1.53M1.27%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd31,660$1.53M0.03%+20,69613F-HRTimeline
Sovran Advisors, LLC29,705$1.52M0.11%-87113F-HRTimeline
Mariner, LLCin group Mariner, LLC31,311$1.51M<0.01%-421,98413F-HRTimelineGroup
Strategic Financial Concepts, LLC31,142$1.5M0.45%-2,24413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,068$1.5M0.06%-13,48113F-HRTimelineGroup
BridgePort Financial Solutions, LLC30,997$1.49M0.38%+21113F-HRTimeline
LANARK FINANCIAL, INC.30,788$1.48M0.1%-1,06013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.30,719$1.48M0.25%-2,81713F-HRTimeline
Sequent Planning LLC30,501$1.47M0.31%-1,01313F-HRTimeline
Olde Wealth Management, LLC30,503$1.47M0.42%-1,77913F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD30,412$1.47M0.3%13F-HRTimeline
MBE Wealth Management, LLC30,041$1.45M0.51%-13113F-HRTimeline
CARLSON FINANCIAL, INC.30,031$1.45M0.74%-1,02913F-HRTimeline
PFG Advisors30,022$1.45M0.07%+2,44413F-HRTimeline
CRUX WEALTH ADVISORS29,962$1.44M0.5%-55713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD29,811$1.44M0.19%-1,94813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC29,809$1.44M0.61%new13F-HRTimeline
Focus Financial Network, Inc.29,754$1.43M0.04%+87113F-HRTimeline
QTR Family Wealth, LLC29,739$1.43M0.5%-18513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.29,739$1.43M0.58%+6,70013F-HRTimeline
Institute for Wealth Management, LLC.29,082$1.4M0.12%-2013F-HRTimeline
Koshinski Asset Management, Inc.28,552$1.38M0.07%+5,05413F-HRTimeline
Cresset Asset Management, LLC28,327$1.36M<0.01%+54413F-HRTimeline
Capital Investment Advisory Services, L…28,178$1.36M0.08%-3,12713F-HRTimeline
HBW ADVISORY SERVICES LLC28,045$1.35M0.12%+91113F-HRTimeline
OneDigital Investment Advisors LLC27,630$1.33M0.01%+3,32213F-HRTimeline
Perennial Investment Advisors, LLC27,267$1.31M0.09%-2,67213F-HRTimeline
First Heartland Consultants, Inc.27,216$1.31M0.08%+2,14313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,004$1.3M0.01%-14,23213F-HRTimeline
Medallion Wealth Advisors, LLC26,635$1.28M0.4%-26,85113F-HRTimeline
MGO ONE SEVEN LLC26,549$1.28M0.02%-75813F-HRTimeline
Sowell Financial Services LLC26,546$1.28M0.04%-3,14813F-HRTimeline
Investor's Fiduciary Advisor Network, L…26,486$1.28M0.43%-1,94113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding26,150$1.26M+6,002Timeline
tru Independence LLC26,030$1.25M0.55%-1,95913F-HRTimeline
SMITH, MOORE & CO.25,723$1.24M0.08%-43913F-HRTimeline
Crusonia Wealth Advisors LLC25,274$1.22M0.2%-8913F-HRTimeline
NI ACQUISITIONS COMPANY, LLC8,536$1.22M0.52%13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC25,010$1.2M0.66%-5613F-HRTimeline
Spectrum Wealth Advisory Group, LLC24,728$1.19M0.34%-66613F-HRTimeline
GGM Financial LLC24,702$1.19M0.45%+7713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,449$1.18M<0.01%-108,88013F-HR/ATimelineGroup
Gotham Asset Management, LLC23,810$1.15M<0.01%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC23,370$1.13M0.69%-75713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,326$1.12M<0.01%+2,77613F-HRTimelineGroup
AdvisorNet Financial, Inc23,161$1.12M0.05%-2,67713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,925$1.1M<0.01%new13F-HRTimelineGroup
Purus Wealth Management, LLC22,744$1.1M0.3%-5,39213F-HRTimeline
Fonville Wealth Management LLC22,623$1.09M0.18%-1,82913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.22,600$1.09M0.31%-3,65613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC22,520$1.09M0.03%-4,44313F-HRTimeline
Global Assets Advisory, LLC22,256$1.08M0.24%new13F-HRTimeline
Main Line Retirement Advisors, LLC22,417$1.08M0.5%-14013F-HRTimeline
Lighthouse Wealth Management Inc.22,416$1.08M0.67%-11413F-HRTimeline
RVW Wealth, LLC21,974$1.06M0.07%+52213F-HRTimeline
Capital Square, LLC21,527$1.05M0.46%-36413F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,743$1.05M0.03%-1,45513F-HRTimeline
J. Derek Lewis & Associates Inc.21,396$1.03M0.19%-16113F-HRTimeline
BIP Wealth, LLC20,915$1.01M0.03%-2,10213F-HRTimeline
Robertson Stephens Wealth Management, L…20,288$977K0.02%-4113F-HRTimeline
Topsail Wealth Management, LLC19,970$962K0.12%+20013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …19,965$962K0.01%+24413F-HRTimelineGroup
Summit Financial, LLC19,944$961K0.01%+1,68813F-HRTimeline
Maridea Wealth Management LLC19,589$944K0.1%+1,21113F-HRTimeline
Holos Integrated Wealth LLC18,918$936K0.44%-5613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,485$891K0.02%+58713F-HRTimelineGroup
Formidable Asset Management, LLC18,763$882K0.14%-25913F-HRTimeline
Trueblood Wealth Management, LLC18,020$868K0.3%+30313F-HRTimeline
Cambria Investment Management, L.P.18,011$868K0.04%-17,48013F-HRTimeline
Empowered Funds, LLC18,011$868K<0.01%-18,35613F-HRTimeline
Santori & Peters, Inc.17,634$850K0.24%+4113F-HRTimeline
AMERIFLEX GROUP, INC.17,623$849K0.35%+6313F-HRTimeline
Caliber Wealth Management, LLC / KS17,513$844K0.08%-3,68913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,500$843K0.26%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,341$835K0.03%+3,05713F-HRTimelineGroup
BostonPremier Wealth LLC17,135$826K0.35%-1,38113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,076$823K0.04%-2813F-HRTimeline
Virtus Wealth Solutions LLC16,970$818K0.11%-1,22813F-HRTimeline
PMG Wealth Management, Inc.16,899$814K0.5%+1,20013F-HRTimeline
Spartan Wealth Advisory Services LLC16,897$814K0.07%-1,47613F-HRTimeline
City Center Advisors, LLC16,857$812K0.66%+1,38213F-HRTimeline
MIRAMONTES CAPITAL, LLC16,526$796K0.25%-81713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,490$794K<0.01%-26513F-HRTimelineGroup
Icon Wealth Advisors, LLC16,426$791K0.05%013F-HRTimeline
4WEALTH ADVISORS, INC.16,249$787K0.6%+54913F-HRTimeline
Accretive Wealth Partners, LLC16,223$782K0.19%+3,25213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,784$760K0.2%+26813F-HRTimeline
CHILTON INVESTMENT CO INC.15,760$759K0.02%013F-HRTimeline
Camelot Portfolios, LLC15,757$759K0.54%+8,06613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC15,015$749K0.34%-48313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,533$748K<0.01%+1,00613F-HRTimelineGroup
Octavia Wealth Advisors, LLC15,240$734K0.06%-1,38613F-HRTimeline
Acorn Wealth Advisors, LLC15,216$733K0.18%-47613F-HRTimeline
Castle Rock Wealth Management, LLC14,963$725K0.14%013F-HRTimeline
Triumph Capital Management14,924$719K0.13%-26,85013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,687$708K0.09%-13,94713F-HRTimeline
ABLE Financial Group, LLC14,686$708K0.12%-4113F-HRTimeline
HBK Sorce Advisory LLC13,543$685K0.01%-17713F-HRTimeline
OBSIDIAN CIO, LLC14,151$682K0.51%+3213F-HRTimeline
Sargent Investment Group, LLC13,705$660K0.08%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,530$652K0.02%-9513F-HRTimeline
CENTAURUS FINANCIAL, INC.13,495$650K0.03%+44913F-HRTimeline
Bleakley Financial Group, LLC13,464$649K0.01%+1,75813F-HRTimeline
CoreCap Advisors, LLC13,304$641K0.02%-93813F-HRTimeline
NewEdge Wealth, LLC13,256$639K0.01%-9,11113F-HRTimeline
SFG Wealth Management, LLC.13,103$631K0.23%+51113F-HRTimeline
Pinnacle Family Advisors, LLC13,079$630K0.26%+9513F-HRTimeline
Mezzasalma Advisors, LLC13,057$629K0.13%+6913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,530$629K+7,229Timeline
Gladstone Institutional Advisory LLC12,985$626K0.02%-17513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,827$618K<0.01%-2,24613F-HRTimelineGroup
NOVEM GROUP12,620$608K0.06%+93113F-HRTimeline
TriaGen Wealth Management LLC12,459$600K0.15%013F-HRTimeline
Appalachian Capital Management Ltd12,442$599K0.43%+1513F-HRTimeline
Cadent Capital Advisors, LLC12,405$598K0.12%+5113F-HRTimeline
Tidemark, LLC12,219$589K0.13%-11813F-HRTimeline
CX Institutional12,068$581K0.02%-80313F-HRTimeline
Shakespeare Wealth Management, LLC12,029$580K0.15%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,937$575K0.13%+17313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC11,859$575K0.07%-2,49113F-HRTimeline
Keel Point, LLC11,909$574K0.03%-10813F-HRTimeline
Parallel Advisors, LLC11,854$571K0.01%-40013F-HRTimeline
Trademark Financial Management, LLC11,839$570K0.23%-30713F-HRTimeline
LeClair Wealth Partners LLC11,832$570K0.3%new13F-HRTimeline
LWM Advisory Services, LLC11,811$569K1.02%-1,04813F-HRTimeline
Simplicity Wealth,LLC11,747$566K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC11,744$566K0.03%013F-HRTimeline
Legacy Capital Wealth Partners, LLC11,612$559K0.11%+10713F-HRTimeline
Vigil Wealth Management, LLC11,480$553K0.39%-41513F-HRTimeline
MTM Investment Management, LLC11,394$549K0.16%013F-HRTimeline
Strategic Blueprint, LLC11,201$540K0.03%-23413F-HRTimeline
Bernardo Wealth Planning LLC11,147$537K0.09%+413F-HRTimeline
Van Diest Capital, LLC11,106$535K0.48%+6,28913F-HRTimeline
WILLNER & HELLER, LLC11,034$532K0.33%-69713F-HRTimeline
Integrated Advisors Network LLC10,998$530K0.02%-1,62213F-HRTimeline
TIAAgroup of 3 filers holding10,836$522K+5,281Timeline
Blue Trust, Inc.10,632$512K0.01%-27613F-HRTimeline
Strategic Financial Partners, Ltd.10,559$509K0.19%+513F-HRTimeline
Keystone Wealth Services, LLC10,497$506K0.09%-1,12413F-HRTimeline
Archer Investment Corp10,444$503K0.1%013F-HR/ATimeline
GAMMA Investing LLC10,443$503K0.02%-27713F-HRTimeline
Kapstone Financial Advisors LLC10,424$502K0.21%-22113F-HRTimeline
Fermata Advisors, LLC10,255$494K0.1%+1,90713F-HRTimeline
Plotkin Financial Advisors, LLC10,146$489K0.2%013F-HRTimeline
Perissos Private Wealth Management, LLC10,096$486K0.33%-32513F-HRTimeline
Vise Technologies, Inc.9,989$481K0.01%-1,56013F-HRTimeline
Richmond Investment Services, LLC9,946$479K0.15%-11,13813F-HRTimeline
Synergy Investment Management, LLC9,807$473K0.11%+2,66213F-HRTimeline
Legacy Trust9,775$471K0.08%013F-HRTimeline
Traction Financial Partners, LLC9,742$469K0.25%-1813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,701$467K<0.01%new13F-HRTimeline
Mach-1 Financial Group, LLC9,696$467K0.18%-2,66713F-HRTimeline
GREENLEAF TRUST9,649$465K<0.01%-25013F-HRTimeline
PFG Investments, LLC9,581$462K0.02%-5313F-HRTimeline
Old Port Advisors9,542$460K0.09%013F-HRTimeline
Integrity Financial Corp /WA9,463$456K0.22%-14913F-HRTimeline
TopTier Wealth Management, LLC9,432$454K0.27%+4013F-HRTimeline
Waterfront Wealth Inc.9,255$453K0.07%013F-HRTimeline
Founders Financial Alliance, LLC9,383$452K0.06%+61213F-HRTimeline
IMG Wealth Management, Inc.9,369$451K0.25%-26013F-HRTimeline
Florida Trust Wealth Management Co9,266$446K0.01%+47313F-HRTimeline
Indivisible Partners9,242$445K0.03%+1313F-HRTimeline
SLT Holdings LLC9,238$445K0.28%-34213F-HRTimeline
EHRLICH FINANCIAL GROUP9,232$445K0.23%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,197$443K0.01%-1,04613F-HRTimelineGroup
Advisory Services Network, LLC9,142$440K0.01%-1913F-HRTimeline
SageGuard Financial Group, LLC9,002$434K0.06%-1,30513F-HRTimeline
Owen LaRue, LLC8,899$429K0.15%+1513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,894$428K<0.01%-3,61513F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP8,795$424K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,544$412K<0.01%-37913F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC8,497$409K0.19%013F-HRTimeline
Peak Planning Group, LLC8,495$409K0.09%-1,83513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,480$409K<0.01%+1,96813F-HRTimelineGroup
Rossby Financial, LCC8,471$408K0.07%+26713F-HRTimeline
Hershey Financial Advisers, LLC8,242$397K0.29%+3,12413F-HRTimeline
CHOREO, LLC8,195$395K<0.01%013F-HRTimeline
Curi Capital, LLC8,025$387K0.01%013F-HRTimeline