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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

577 managers (584 13F filers) reported a position in FVD shares at 2025-09-30, 124,628,381 shares in all. 35 filers opened a position and 29 filers sold out during the quarter.

Managers
577
13F filers
584
New
35
Added
183
Reduced
262
Sold out
29
Shares held by filers
124,628,381

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
Savant Capital, LLCin group Savant Capital, LLC41,026$1.9M0.01%+1,45513F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.40,972$1.89M0.41%-3,14313F-HRTimeline
Accel Wealth Management40,401$1.87M0.54%-2,03213F-HRTimeline
PRIVATE TRUST CO NA40,175$1.86M0.16%-2,18113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC39,784$1.84M0.72%+613F-HR/ATimelineGroup
Key Client Fiduciary Advisors, LLC39,690$1.84M0.62%+2,70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,762$1.79M<0.01%-32,75313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,461$1.78M<0.01%+5,43913F-HRTimelineGroup
Foundations Investment Advisors, LLC37,853$1.75M0.03%-4,71013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37,597$1.74M0.06%-1,54413F-HRTimelineGroup
Intrua Financial, LLC37,373$1.73M0.2%-4,30313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC37,326$1.73M0.06%+19,37613F-HRTimeline
Savvy Advisors, Inc.36,913$1.71M0.08%+4,49513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC36,530$1.69M0.1%-2,79313F-HRTimeline
McKinley Carter Wealth Services, Inc.36,512$1.69M0.09%-2,79013F-HRTimeline
GTS SECURITIES LLC36,457$1.69M0.06%+8,83413F-HRTimeline
Walker Asset Management, LLC36,408$1.68M0.94%-1,52513F-HRTimeline
FWG Holdings, LLC37,114$1.67M0.72%-57213F-HRTimeline
Waterloo Capital, L.P.36,118$1.67M0.12%+113F-HRTimeline
LANARK FINANCIAL, INC.35,821$1.66M0.13%-16,41613F-HRTimeline
Qube Research & Technologies Ltd35,741$1.65M<0.01%-39,74613F-HRTimeline
Strategic Blueprint, LLC35,672$1.65M0.07%-2,42013F-HRTimeline
Comprehensive Financial Consultants Ins…35,198$1.63M0.5%-3913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,159$1.63M<0.01%-71513F-HRTimeline
Purus Wealth Management, LLC32,807$1.52M0.48%-17513F-HRTimeline
Sovran Advisors, LLC33,370$1.51M0.13%-3,49813F-HRTimeline
Venture Visionary Partners LLC32,376$1.5M0.05%-94413F-HRTimeline
RFG Advisory, LLC32,272$1.49M0.03%-7,24113F-HRTimeline
Focus Financial Network, Inc.32,193$1.49M0.05%-4,42313F-HRTimeline
Wisconsin Wealth Advisors, LLC31,794$1.47M1.4%+16,00313F-HRTimeline
Strategic Financial Concepts, LLC31,747$1.47M0.21%+67013F-HRTimeline
QTR Family Wealth, LLC31,703$1.47M0.7%-1,07113F-HRTimeline
tru Independence LLC31,382$1.45M0.38%-28413F-HRTimeline
B. Riley Wealth Advisors, Inc.31,281$1.45M0.07%-2,81313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,248$1.44M0.01%-1,08413F-HRTimelineGroup
WCG Wealth Advisors LLC31,107$1.44M0.09%-2,84213F-HRTimeline
Sowell Financial Services LLC31,057$1.44M0.06%-28513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.30,825$1.43M0.53%-57213F-HRTimeline
Spectrum Wealth Advisory Group, LLC30,808$1.42M0.59%-2,56813F-HRTimeline
Sequent Planning LLC30,648$1.42M0.4%+29113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,522$1.41M<0.01%+23,61113F-HRTimelineGroup
MBE Wealth Management, LLC30,270$1.4M0.61%-1,66813F-HRTimeline
Investor's Fiduciary Advisor Network, L…29,762$1.38M0.47%-69513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,533$1.37M0.05%-94613F-HRTimelineGroup
BridgePort Financial Solutions, LLC29,501$1.36M0.37%+1,54213F-HRTimeline
Capital Investment Advisory Services, L…29,153$1.35M0.11%-1,91213F-HRTimeline
Fonville Wealth Management LLC29,135$1.35M0.3%+1,27613F-HRTimeline
Cresset Asset Management, LLC28,988$1.34M0.01%+12513F-HR/ATimeline
Keystone Financial Group27,990$1.29M0.1%+1,55113F-HR/ATimeline
AdvisorNet Financial, Inc27,951$1.29M0.07%-52713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,274$1.26M<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.27,211$1.26M0.47%new13F-HRTimeline
SMITH, MOORE & CO.26,911$1.24M0.1%-1,22513F-HRTimeline
First Heartland Consultants, Inc.26,829$1.24M0.1%-8,58913F-HRTimeline
Argyle Capital Partners, LLC25,970$1.2M0.86%+47913F-HRTimeline
Merit Financial Group, LLC25,656$1.19M0.01%+17,20613F-HR/ATimeline
Octavia Wealth Advisors, LLC25,485$1.18M0.12%+7,90313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25,362$1.17M0.05%+23013F-HRTimeline
Belpointe Asset Management LLC25,344$1.17M0.04%+66613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC25,184$1.16M0.84%-27513F-HRTimeline
Koshinski Asset Management, Inc.25,159$1.16M0.08%-3,52113F-HRTimeline
Summit Financial, LLC24,637$1.14M0.02%+10,14513F-HRTimeline
GGM Financial LLC24,597$1.14M0.57%-1,06313F-HRTimeline
Institute for Wealth Management, LLC.24,495$1.13M0.12%-9713F-HRTimeline
Richmond Investment Services, LLC24,265$1.12M0.21%-13,24013F-HRTimeline
Capital Square, LLC24,079$1.11M0.57%-75113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC24,077$1.11M0.77%+8,27313F-HRTimeline
Gotham Asset Management, LLC24,045$1.11M<0.01%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,700$1.1MnewTimeline
Lion Street Advisors, LLC26,256$1.08M0.37%+15,83613F-HRTimeline
MGO ONE SEVEN LLC22,847$1.06M0.02%+1,49713F-HRTimeline
Lighthouse Wealth Management Inc.22,774$1.05M0.85%-6913F-HRTimeline
NewEdge Wealth, LLC22,742$1.03M0.01%+93013F-HRTimeline
RVW Wealth, LLC21,974$1.02M0.08%-4313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,946$1.01M0.07%-8,80513F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,944$1.01M0.05%+7,21113F-HRTimeline
SYNOVUS FINANCIAL CORP21,834$1.01M0.01%-72313F-HRTimeline
Robertson Stephens Wealth Management, L…20,446$945K0.03%-59613F-HRTimeline
CoreCap Advisors, LLC20,327$940K0.03%-9,93613F-HRTimeline
Moloney Securities Asset Management, LLC19,967$923K0.11%+1,23813F-HRTimeline
CX Institutional19,940$922K0.03%+19,53413F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,893$920K0.02%-22213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,756$914K0.05%+1,94513F-HRTimelineGroup
Topsail Wealth Management, LLC19,729$912K0.15%-35213F-HRTimeline
Holos Integrated Wealth LLC19,882$903K0.53%+313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,139$885K<0.01%-1,87513F-HRTimelineGroup
Gladstone Institutional Advisory LLC18,720$866K0.03%-7,05013F-HRTimeline
Formidable Asset Management, LLC19,022$850K0.13%013F-HRTimeline
Santori & Peters, Inc.18,318$847K0.3%-39913F-HRTimeline
Virtus Wealth Solutions LLC18,195$841K0.16%+10013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,189$841K0.02%+4513F-HRTimelineGroup
Caprock Group, LLC18,109$841K0.02%13F-HRTimeline
OMNI 360 Wealth, Inc.18,152$839K0.47%-4413F-HRTimeline
First Command Advisory Services, Inc.17,977$831K0.01%-2,77613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,500$809K0.28%013F-HRTimeline
Trueblood Wealth Management, LLC17,422$806K0.31%+8213F-HRTimeline
PTM WEALTH MANAGEMENT, LLC17,248$797K0.48%-22713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,088$790K0.04%new13F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.16,942$783K0.38%+4913F-HRTimeline
Main Line Retirement Advisors, LLC16,612$768K0.39%+7013F-HRTimeline
Icon Wealth Advisors, LLC16,426$760K0.05%013F-HRTimeline
ABLE Financial Group, LLC16,252$751K0.16%-27413F-HRTimeline
Integrated Advisors Network LLC16,073$743K0.03%-41013F-HRTimeline
NorthCoast Asset Management LLC16,049$742K<0.01%-75413F-HRTimeline
Quantinno Capital Management LP16,019$741K<0.01%+7,21213F-HRTimeline
Sargent Investment Group, LLC15,999$740K0.11%013F-HRTimeline
TWO SIGMA SECURITIES, LLC15,860$733K0.11%+15113F-HRTimeline
CHILTON INVESTMENT CO INC.15,760$729K0.01%013F-HRTimeline
Castle Rock Wealth Management, LLC15,718$722K0.16%013F-HRTimeline
Traction Financial Partners, LLC15,553$719K0.44%-8,65513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,507$717K<0.01%+2,02413F-HRTimelineGroup
PMG Wealth Management, Inc.15,499$716K0.55%013F-HRTimeline
Acorn Wealth Advisors, LLC15,416$713K0.22%-2,69713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC15,359$710K0.24%-40513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,350$710K<0.01%+1,07913F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC15,354$698K0.1%+1,00413F-HRTimeline
FSC Wealth Advisors, LLC14,957$692K0.4%-1,31613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,599$675K0.05%-97013F-HRTimeline
4WEALTH ADVISORS, INC.14,568$674K0.62%+61213F-HRTimeline
Hemington Wealth Management14,576$673K0.09%+14,22113F-HRTimeline
Integrity Financial Corp /WA14,529$672K0.32%-1,26713F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.14,354$664K0.28%-30113F-HRTimeline
City Center Advisors, LLC14,251$659K0.64%+88913F-HRTimeline
CENTAURUS FINANCIAL, INC.13,689$633K0.03%+48113F-HRTimeline
WILLNER & HELLER, LLC13,561$627K0.48%-1,42113F-HRTimeline
Ashton Thomas Private Wealth, LLC13,257$613K0.02%+1,56613F-HRTimeline
Global Assets Advisory, LLC13,188$610K0.18%+1,16813F-HRTimeline
Trademark Financial Management, LLC13,113$606K0.35%-16313F-HRTimeline
Pure Financial Advisors, LLC13,051$603K0.01%013F-HRTimeline
Pinnacle Family Advisors, LLC12,903$597K0.26%-4,76713F-HRTimeline
Legacy Capital Wealth Partners, LLC12,868$595K0.13%-6113F-HRTimeline
LWM Advisory Services, LLC12,859$595K0.35%013F-HRTimeline
Mezzasalma Advisors, LLC12,848$594K0.15%-97613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,826$593K0.02%+1,56613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.92$590K0.04%-12,67613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,588$582K<0.01%+78913F-HRTimelineGroup
Sage Mountain Advisors LLC12,578$582K0.03%-1,00913F-HRTimeline
TriaGen Wealth Management LLC12,459$576K0.15%013F-HRTimeline
Bleakley Financial Group, LLC12,455$576K0.01%-70713F-HRTimeline
Perissos Private Wealth Management, LLC12,269$567K0.41%-77713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,268$567K0.01%+1,73513F-HRTimelineGroup
Cadent Capital Advisors, LLC12,250$566K0.15%+4513F-HRTimeline
Root Financial Partners, LLC12,221$565K0.03%+2,84013F-HRTimeline
SLT Holdings LLC12,157$562K0.37%-5,10513F-HRTimeline
HBK Sorce Advisory LLC12,204$560K0.01%-4713F-HR/ATimeline
Shakespeare Wealth Management, LLC12,094$559K0.13%-69513F-HRTimeline
LeClair Wealth Partners LLC11,929$552K0.34%-3,13113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,888$549K<0.01%+6,63813F-HRTimelineGroup
Keystone Wealth Services, LLC11,718$542K0.12%+113F-HRTimeline
MTM Investment Management, LLC11,697$541K0.17%-99313F-HRTimeline
SFG Wealth Management, LLC.11,644$538K0.23%+13113F-HRTimeline
HBW ADVISORY SERVICES LLC11,637$538K0.06%-14,68113F-HRTimeline
Tidemark, LLC11,612$537K0.16%-78513F-HRTimeline
GAMMA Investing LLC11,182$517K0.03%-67613F-HRTimeline
IMG Wealth Management, Inc.11,169$516K0.35%-2,89613F-HRTimeline
Bernardo Wealth Planning LLC11,136$515K0.1%+313F-HRTimeline
PLANNING DIRECTIONS INC10,989$508K0.27%-24913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC10,853$502K0.23%+713F-HRTimeline
Keel Point, LLC10,772$498K0.03%-1,40813F-HRTimeline
GREENLEAF TRUST10,649$492K<0.01%013F-HRTimeline
Blue Trust, Inc.10,570$489K0.01%-12613F-HRTimeline
Leo Wealth, LLC10,508$486K0.06%+5713F-HRTimeline
Archer Investment Corp10,493$485K0.11%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,268$475K0.16%-1,46013F-HRTimeline
Advisory Services Network, LLC10,236$473K0.01%-46413F-HRTimeline
Plotkin Financial Advisors, LLC10,146$469K0.23%013F-HRTimeline
Milestones Private Investment Advisors …9,962$461K0.31%013F-HRTimeline
Strategic Financial Partners, Ltd.9,922$459K0.21%-6113F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,851$456K0.08%-3,73913F-HRTimeline
Legacy Trust9,775$452K0.09%new13F-HRTimeline
Old Port Advisors9,682$448K0.11%-3413F-HRTimeline
PFG Investments, LLC9,546$441K0.02%+2013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,499$439K0.03%+16113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC9,382$434K0.22%013F-HRTimeline
Wealth Watch Advisors, INC9,350$432K0.18%-3,20213F-HRTimeline
EHRLICH FINANCIAL GROUP9,232$427K0.25%013F-HRTimeline
MGB Wealth Management, LLC9,195$425K0.12%+1213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,164$424K<0.01%+3,73613F-HRTimelineGroup
OneDigital Investment Advisors LLC9,153$423K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC9,147$423K0.02%-112,70313F-HRTimeline
Owen LaRue, LLC9,132$422K0.17%-30913F-HRTimeline
SYKON CAPITAL LLC9,125$422K0.14%-6,50613F-HRTimeline
Founders Financial Alliance, LLC9,091$420K0.08%+8213F-HRTimeline
Synergy Investment Management, LLC9,033$418K0.16%-20113F-HRTimeline
Waterfront Wealth Inc.8,986$415K0.08%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,861$410K0.04%-1,14213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,828$408K<0.01%+90713F-HRTimelineGroup
DAVENPORT & Co LLC8,826$408K<0.01%+613F-HRTimeline
United Advisor Group, LLC8,687$402K0.05%-2,55813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8,627$399K0.24%013F-HRTimeline
Trilogy Capital Inc.8,556$396K0.02%-25513F-HRTimeline
Aptus Capital Advisors, LLC8,512$394K<0.01%+3213F-HRTimeline
GeoWealth Management, LLC8,483$392K0.01%+2,36613F-HRTimeline
PSI Advisors, LLC8,410$389K0.1%013F-HRTimeline
N.E.W. Advisory Services LLC8,268$382K0.03%+5,53513F-HRTimeline
Stonebridge Financial Planning Group, L…8,250$381K0.14%013F-HRTimeline
Fermata Advisors, LLC8,242$381K0.1%+2413F-HRTimeline
CHOREO, LLC8,195$379K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC8,113$375K0.05%013F-HRTimeline
Curi Capital, LLC8,025$371K0.01%013F-HRTimeline