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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

582 managers (588 13F filers) reported a position in FVD shares at 2025-03-31, 129,578,141 shares in all. 38 filers opened a position and 42 filers sold out during the quarter.

Managers
582
13F filers
588
New
38
Added
168
Reduced
279
Sold out
42
Shares held by filers
129,578,141

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
MAI Capital Management46,493$2.07M0.02%-3,26913F-HRTimeline
Ausdal Financial Partners, Inc.45,813$2.04M0.15%-15,16113F-HRTimeline
PRIVATE TRUST CO NA45,334$2.02M0.21%+77813F-HRTimeline
Accel Wealth Management44,476$1.98M0.72%-1,94013F-HRTimeline
Sovran Advisors, LLC44,410$1.91M0.25%-10,20213F-HRTimeline
RFG Advisory, LLC41,960$1.87M0.05%+9013F-HRTimeline
Centurion Wealth Management LLC42,674$1.86M0.58%013F-HRTimeline
LaSalle St. Investment Advisors, LLC41,701$1.86M0.44%new13F-HRTimeline
First Heartland Consultants, Inc.41,543$1.85M0.19%-22,12013F-HRTimeline
McKinley Carter Wealth Services, Inc.40,487$1.81M0.11%-1,12113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC39,818$1.78M0.89%-22013F-HRTimelineGroup
Focus Financial Network, Inc.39,492$1.76M0.07%+2,40313F-HRTimeline
Strategic Blueprint, LLC39,275$1.75M0.1%-20,80113F-HRTimeline
Westside Investment Management, Inc.38,765$1.73M0.37%+28813F-HRTimeline
Waterloo Capital, L.P.38,699$1.73M0.16%+2,31613F-HRTimeline
Global Assets Advisory, LLC40,260$1.72M0.32%+26,74013F-HRTimeline
Walker Asset Management, LLC37,933$1.69M1.03%-14013F-HRTimeline
Mission Financial Group, LLC35,365$1.66M1.54%13F-HRTimeline
FWG Holdings, LLC37,685$1.65M0.81%-7,31313F-HRTimeline
Capital Investment Advisory Services, L…36,498$1.63M0.15%-3,38813F-HRTimeline
Virtue Capital Management, LLC36,480$1.63M0.19%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC36,446$1.63M0.75%+4,53713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,941$1.6M0.01%-2,91813F-HR/ATimelineGroup
Comprehensive Financial Consultants Ins…35,761$1.59M0.57%+2213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC35,500$1.58M0.14%-6,22313F-HR/ATimeline
Spectrum Wealth Advisory Group, LLC34,887$1.56M0.75%-1,90713F-HRTimeline
Sowell Financial Services LLC34,828$1.55M0.07%-3,96413F-HRTimeline
WCG Wealth Advisors LLC34,363$1.53M0.12%-8,85613F-HR/ATimeline
QTR Family Wealth, LLC34,347$1.53M1.15%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC35,171$1.53M0.13%-6413F-HRTimeline
Qube Research & Technologies Ltd34,217$1.53M<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,775$1.51M<0.01%+11,65713F-HRTimelineGroup
NewEdge Wealth, LLC33,521$1.49M0.03%-13,95213F-HRTimeline
Purus Wealth Management, LLC33,345$1.49M0.63%-46113F-HRTimeline
INTEGRITY ALLIANCE, LLC.33,279$1.48M0.06%new13F-HRTimeline
Venture Visionary Partners LLC33,024$1.47M0.06%-1,77413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…31,680$1.46M<0.01%013F-HR/ATimelineGroup
tru Independence LLC32,601$1.45M0.45%-94213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,591$1.45M0.01%+1,12613F-HRTimelineGroup
Blueprint Investment Partners LLCin group Blueprint Investment Partners…32,418$1.45M0.26%-1,17513F-HRTimelineGroup
MBE Wealth Management, LLC32,139$1.43M0.69%+1,40613F-HRTimeline
Robertson Stephens Wealth Management, L…31,942$1.42M0.05%-1,46613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.31,569$1.41M0.64%-77013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,180$1.39M0.06%-5,10513F-HRTimelineGroup
Strategic Financial Concepts, LLC31,122$1.39M0.26%+3,39513F-HRTimeline
Investor's Fiduciary Advisor Network, L…30,947$1.38M0.65%-2,34213F-HRTimeline
Sequent Planning LLC30,590$1.36M0.49%+93513F-HRTimeline
AdvisorNet Financial, Inc29,961$1.34M0.1%-2,21213F-HRTimeline
Good Life Advisors, LLC29,784$1.33M0.09%-69013F-HRTimeline
CoreCap Advisors, LLC29,409$1.31M0.06%+1,98213F-HRTimeline
Cresset Asset Management, LLC28,846$1.29M0.01%+5913F-HRTimeline
Dynamic Advisor Solutions LLC28,806$1.28M0.04%-13,27713F-HRTimeline
First Command Advisory Services, Inc.28,798$1.28M0.01%-3,96813F-HRTimeline
Keystone Financial Group28,757$1.28M0.13%+4,50113F-HRTimeline
SMITH, MOORE & CO.28,086$1.25M0.12%-1,71413F-HRTimeline
Savvy Advisors, Inc.27,980$1.25M0.13%+2,37513F-HRTimeline
Koshinski Asset Management, Inc.27,851$1.24M0.11%-1,70813F-HRTimeline
Fonville Wealth Management LLC27,848$1.24M0.37%+1,39513F-HRTimeline
Northeast Financial Consultants Inc27,760$1.24M0.05%+16213F-HRTimeline
BridgePort Financial Solutions, LLC27,638$1.23M0.56%+71113F-HRTimeline
Pinnacle Family Advisors, LLC27,340$1.22M0.66%+5,34113F-HRTimeline
GGM Financial LLC25,601$1.14M0.78%+2713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC25,206$1.12M1.01%-33113F-HRTimeline
Belpointe Asset Management LLC24,965$1.11M0.06%-1,71213F-HRTimeline
Capital Square, LLC24,791$1.11M0.65%+72213F-HRTimeline
Institute for Wealth Management, LLC.24,646$1.1M0.14%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,635$1.1M<0.01%+1,52213F-HRTimeline
Camelot Portfolios, LLC24,517$1.09M0.68%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,345$1.09M0.01%+11,14113F-HRTimeline
RVW Wealth, LLC24,265$1.08M0.1%-50,21213F-HRTimeline
Foundations Investment Advisors, LLC24,179$1.08M0.02%-36813F-HRTimeline
SYNOVUS FINANCIAL CORP23,829$1.06M0.01%-93013F-HRTimeline
HB Wealth Management, LLC23,651$1.05M0.01%+17,12613F-HRTimeline
Retirement Planning Group, LLC23,086$1.03M0.05%+10,34213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC23,000$1.03M0.01%new13F-HRTimelineGroup
Lighthouse Wealth Management Inc.22,953$1.02M0.94%-36013F-HRTimeline
Main Line Retirement Advisors, LLC22,847$1.02M0.66%+8413F-HRTimeline
Argyle Capital Partners, LLC22,786$1.02M0.87%+3,63113F-HRTimeline
HBW ADVISORY SERVICES LLC22,685$1.01M0.14%-7,64013F-HRTimeline
Richmond Investment Services, LLC22,214$991K0.54%-2,74513F-HRTimeline
Tyler-Stone Wealth Management21,872$975K0.17%-1,88713F-HRTimeline
MGO ONE SEVEN LLC21,397$954K0.04%+1,10013F-HRTimeline
Octavia Wealth Advisors, LLC21,306$950K0.12%-2,31713F-HRTimeline
Holos Integrated Wealth LLC20,969$935K0.61%-2613F-HRTimeline
Ashton Thomas Private Wealth, LLC20,900$932K0.04%-1,14113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,782$927K0.05%+2,99813F-HRTimeline
ABLE Financial Group, LLC20,529$915K0.26%-3,28913F-HRTimeline
Farther Finance Advisors, LLC20,436$911K0.02%+19,45913F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,143$898K0.03%+82313F-HRTimeline
AMERIFLEX GROUP, INC.20,113$897K0.37%-20,91813F-HRTimeline
EPG Wealth Management LLC19,705$879K0.24%-4,64113F-HRTimeline
Peak Planning Group, LLC19,680$878K0.37%-2,16413F-HRTimeline
Formidable Asset Management, LLC19,022$848K0.14%013F-HRTimeline
Moloney Securities Asset Management, LLC18,962$846K0.11%+1,26113F-HRTimeline
IMG Wealth Management, Inc.18,904$843K0.76%-3,13913F-HRTimeline
SLT Holdings LLC18,881$842K0.79%-1,72313F-HRTimeline
Integrated Advisors Network LLC18,745$836K0.04%-2,09813F-HRTimeline
Topsail Wealth Management, LLC18,681$833K0.17%-20613F-HRTimeline
Santori & Peters, Inc.18,660$832K0.34%-11,65513F-HRTimeline
Caprock Group, LLC18,338$818K0.02%013F-HRTimeline
OMNI 360 Wealth, Inc.18,143$809K0.54%-8,16613F-HR/ATimeline
Acorn Wealth Advisors, LLC17,993$802K0.33%+3413F-HRTimeline
Virtus Wealth Solutions LLC17,992$802K0.24%+1,26313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC18,276$786K0.36%-1,15313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,500$780K0.32%013F-HRTimeline
Trueblood Wealth Management, LLC17,269$770K0.36%013F-HRTimeline
Integrity Financial Corp /WA17,022$759K0.43%-59213F-HRTimeline
N.E.W. Advisory Services LLC16,996$758K0.06%+8,01513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,925$755K0.05%-15913F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.16,893$753K0.42%+2513F-HRTimeline
NorthCoast Asset Management LLC16,813$750K<0.01%+1,05513F-HR/ATimeline
WILLNER & HELLER, LLC16,772$748K0.69%-2,30413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,653$743K<0.01%-1,83413F-HRTimelineGroup
Sargent Investment Group, LLC16,519$737K0.12%-41013F-HRTimeline
FSC Wealth Advisors, LLC16,430$733K0.48%-48513F-HRTimeline
Icon Wealth Advisors, LLC16,426$732K0.06%013F-HRTimeline
Castle Rock Wealth Management, LLC16,218$721K0.19%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,114$719K0.07%-9013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC15,967$712K0.24%+11,15813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,804$705K0.61%+6,83013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,563$694K0.02%+4,62013F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.15,542$693K0.35%-2,17313F-HRTimeline
Bison Wealth, LLC15,493$691K0.06%-1,57513F-HRTimeline
Clarity Capital Partners LLC15,360$685K0.28%+77813F-HRTimeline
LeClair Wealth Partners LLC15,340$684K0.49%-3,12113F-HRTimeline
TWO SIGMA SECURITIES, LLC15,318$683K0.1%new13F-HRTimeline
PMG Wealth Management, Inc.15,316$683K0.73%013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC16,676$677K0.71%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC15,120$674K0.09%-9413F-HRTimeline
Legacy Capital Wealth Partners, LLC14,932$666K0.16%new13F-HRTimeline
Sage Mountain Advisors LLC14,861$663K0.05%-40713F-HRTimeline
Tidemark, LLC14,476$645K0.24%-2,50013F-HRTimeline
49 WEALTH MANAGEMENT, LLC14,466$645K0.08%+3,38613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,190$633K<0.01%-91613F-HRTimelineGroup
Mezzasalma Advisors, LLC14,060$627K0.22%-12613F-HRTimeline
Trademark Financial Management, LLC13,798$615K0.47%-40113F-HRTimeline
Summit Financial, LLC13,723$612K0.02%+2,74313F-HRTimeline
4WEALTH ADVISORS, INC.13,686$610K0.68%+1,87613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…13,564$605K0.26%+1713F-HRTimeline
City Center Advisors, LLC13,556$604K0.71%-72413F-HRTimeline
Synergy Investment Management, LLC13,516$603K0.25%-1,37313F-HRTimeline
SYKON CAPITAL LLC13,494$602K0.23%-7,53113F-HRTimeline
Bleakley Financial Group, LLC13,420$598K0.02%-45813F-HRTimeline
STRATEGY ASSET MANAGERS LLC13,305$593K0.12%-34713F-HRTimeline
LWM Advisory Services, LLC13,259$591K0.41%013F-HRTimeline
CENTAURUS FINANCIAL, INC.13,200$589K0.04%-1913F-HRTimeline
MTM Investment Management, LLC13,190$588K0.23%-10013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,967$578K0.04%-16,13313F-HRTimelineGroup
Shakespeare Wealth Management, LLC12,929$577K0.15%013F-HRTimeline
Traction Financial Partners, LLC12,703$566K0.44%-3,05013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,538$559K0.01%+4,70013F-HRTimeline
Perissos Private Wealth Management, LLC12,522$558K0.51%-1,18513F-HRTimeline
TriaGen Wealth Management LLC12,507$558K0.2%-88913F-HRTimeline
HBK Sorce Advisory LLC12,457$555K0.02%-1,09713F-HRTimeline
Trilogy Capital Inc.12,218$545K0.03%-1,107,42013F-HRTimeline
Cadent Capital Advisors, LLC12,157$542K0.21%+4813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,135$541K<0.01%+79113F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC12,054$537K0.27%-10813F-HRTimeline
Keel Point, LLC12,029$536K0.04%+65913F-HRTimeline
OneDigital Investment Advisors LLC11,894$530K0.01%-60,67213F-HRTimeline
Root Financial Partners, LLC11,721$523K0.06%-9613F-HRTimeline
Keystone Wealth Services, LLC11,716$522K0.14%-45013F-HRTimeline
Grant/GrossMendelsohn, LLC11,808$512K0.28%013F-HRTimeline
United Advisor Group, LLC11,318$505K0.1%-1,28213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC11,192$499K0.27%-2113F-HRTimeline
PLANNING DIRECTIONS INC11,182$499K0.21%-41413F-HRTimeline
Bernardo Wealth Planning LLC11,129$496K0.12%-86913F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,013$491K0.01%+3,45613F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV11,593$488K0.26%-2,04013F-HRTimeline
Wealth Watch Advisors, INC10,929$487K0.4%+1,53813F-HRTimeline
PSI Advisors, LLC10,923$487K0.16%013F-HRTimeline
Archer Investment Corp10,903$486K0.13%013F-HRTimeline
Elios Financial Group Inc.10,691$477K0.24%013F-HRTimeline
SFG Wealth Management, LLC.10,688$477K0.23%+16913F-HRTimeline
Blue Trust, Inc.10,570$471K0.01%-2,92513F-HRTimeline
GAMMA Investing LLC10,473$467K0.04%+14113F-HR/ATimeline
Lion Street Advisors, LLC10,409$464K0.15%-1,76413F-HRTimeline
Leo Wealth, LLC10,391$463K0.07%new13F-HRTimeline
Plotkin Financial Advisors, LLC10,305$459K0.28%-1,62913F-HRTimeline
Advisor Resource Council10,299$459K0.04%new13F-HRTimeline
Strategic Financial Partners, Ltd.10,280$458K0.24%+41513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,216$456K<0.01%+3,56513F-HRTimelineGroup
Old Port Advisors10,050$448K0.13%-47813F-HRTimeline
Owen LaRue, LLC9,974$445K0.22%-48313F-HRTimeline
CW Advisors, LLC9,815$438K0.01%new13F-HRTimeline
Legacy Trust9,775$436K0.11%-2,83013F-HRTimeline
PFG Investments, LLC9,505$424K0.03%+71913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC9,382$418K0.27%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,338$416K0.03%+9113F-HRTimeline
LexAurum Advisors, LLC9,306$415K0.08%+57613F-HRTimeline
Freedom Investment Management, Inc.9,260$413K0.03%-413F-HRTimeline
EHRLICH FINANCIAL GROUP9,232$412K0.3%013F-HRTimeline
MGB Wealth Management, LLC9,179$409K0.15%013F-HRTimeline
TOWNSQUARE CAPITAL LLC9,119$407K<0.01%new13F-HRTimeline
Citizens Business Bank9,100$406K0.09%013F-HRTimeline
Waterfront Wealth Inc.8,986$401K0.1%-6513F-HRTimeline
Founders Financial Alliance, LLC8,953$399K0.1%+38713F-HRTimeline
Advisory Services Network, LLC8,934$398K0.01%-2,09413F-HRTimeline
DAVENPORT & Co LLC8,814$393K<0.01%+90613F-HRTimeline
Pure Financial Advisors, LLC8,693$388K0.01%+1,88913F-HRTimeline