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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

612 managers (621 13F filers) reported a position in FVD shares at 2025-12-31, 117,043,357 shares in all. 41 filers opened a position and 35 filers sold out during the quarter.

Managers
612
13F filers
621
New
41
Added
188
Reduced
258
Sold out
35
Shares held by filers
117,043,357

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Centurion Wealth Management LLC43,251$1.99M0.44%+1513F-HRTimeline
FWG Holdings, LLC40,657$1.95M0.74%+3,54313F-HR/ATimeline
Laurel Wealth Planning LLC42,150$1.94M1.08%-3,50913F-HRTimeline
PURSUE WEALTH PARTNERS LLC42,049$1.94M0.94%013F-HRTimeline
LaSalle St. Investment Advisors, LLC41,934$1.93M0.31%+41213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC40,602$1.87M0.01%-42413F-HRTimelineGroup
PRIVATE TRUST CO NA40,248$1.85M0.16%+7313F-HRTimeline
Olde Wealth Management, LLC39,561$1.82M0.56%-5,40513F-HRTimeline
Advance Capital Management, Inc.39,529$1.82M0.08%-3,90013F-HRTimeline
Accel Wealth Management39,465$1.82M0.5%-93613F-HRTimeline
Sun Financial Inc39,440$1.82M1.01%13F-HRTimeline
Prism Advisors, Inc.39,338$1.81M0.48%-38,67113F-HRTimeline
Perennial Investment Advisors, LLC39,339$1.81M0.14%-4,47713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,184$1.81M<0.01%+4,02513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC38,941$1.79M0.7%-84313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,788$1.79M0.03%-6,15813F-HRTimelineGroup
Intrua Financial, LLC38,339$1.77M0.19%+96613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,198$1.76M<0.01%-26313F-HRTimelineGroup
Cambria Investment Management, L.P.38,169$1.76M0.1%new13F-HRTimeline
Empowered Funds, LLC38,169$1.76M0.03%new13F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC37,899$1.75M0.08%+1,36913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,778$1.74M0.08%+12,41613F-HRTimeline
N.E.W. Advisory Services LLC37,522$1.73M0.13%+29,25413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.37,391$1.72M0.36%-3,58113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,981$1.7M0.05%-34513F-HRTimeline
B. Riley Wealth Advisors, Inc.36,756$1.69M0.08%+5,47513F-HRTimeline
Rubicon Advisors, GP36,569$1.69M1.56%13F-HRTimeline
Waterloo Capital, L.P.36,206$1.67M0.12%+8813F-HRTimeline
Savvy Advisors, Inc.35,989$1.66M0.05%-92413F-HRTimeline
Walker Asset Management, LLC35,508$1.64M0.88%-90013F-HRTimeline
McKinley Carter Wealth Services, Inc.35,032$1.61M0.09%-1,48013F-HRTimeline
Comprehensive Financial Consultants Ins…34,891$1.61M0.49%-30713F-HRTimeline
Wisconsin Wealth Advisors, LLC34,780$1.6M1.57%+2,98613F-HRTimeline
LANARK FINANCIAL, INC.34,218$1.58M0.12%-1,60313F-HRTimeline
Foundations Investment Advisors, LLC34,000$1.57M0.02%-3,85313F-HRTimeline
CARLSON FINANCIAL, INC.33,906$1.56M0.9%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,188$1.53M0.05%-4,40913F-HRTimelineGroup
True Blue Financial, LLC32,784$1.51M1.25%13F-HRTimeline
TrueWealth Financial Partners32,784$1.51M1.25%new13F-HRTimeline
Capital Investment Advisory Services, L…32,570$1.5M0.11%+3,41713F-HRTimeline
Venture Visionary Partners LLC32,472$1.5M0.05%+9613F-HRTimeline
QTR Family Wealth, LLC30,327$1.49M0.66%-1,37613F-HRTimeline
CRUX WEALTH ADVISORS32,353$1.49M0.55%-13,20613F-HRTimeline
Sovran Advisors, LLC31,306$1.49M0.13%-2,06413F-HRTimeline
Focus Financial Network, Inc.31,933$1.47M0.05%-26013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD31,614$1.46M0.21%13F-HRTimeline
Purus Wealth Management, LLC31,465$1.45M0.45%-1,34213F-HRTimeline
Sowell Financial Services LLC31,400$1.45M0.05%+34313F-HRTimeline
Sequent Planning LLC30,696$1.41M0.36%+4813F-HRTimeline
tru Independence LLC30,628$1.41M0.36%-75413F-HRTimeline
Keystone Financial Group30,336$1.4M0.1%+2,34613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.30,147$1.39M0.49%-67813F-HRTimeline
MBE Wealth Management, LLC30,047$1.38M0.58%-22313F-HRTimeline
Institute for Wealth Management, LLC.29,232$1.35M0.14%+4,73713F-HRTimeline
BridgePort Financial Solutions, LLC28,833$1.33M0.36%-66813F-HRTimeline
Cresset Asset Management, LLC28,802$1.33M0.01%-18613F-HRTimeline
RFG Advisory, LLC28,773$1.33M0.02%-3,49913F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,648$1.32M0.28%-1,11413F-HRTimeline
Argyle Capital Partners, LLC27,906$1.29M0.94%+1,93613F-HRTimeline
PFG Advisors27,610$1.27M0.06%-19,18913F-HRTimeline
HBW ADVISORY SERVICES LLC27,051$1.25M0.14%+15,41413F-HRTimeline
Spectrum Wealth Advisory Group, LLC26,705$1.23M0.45%-4,10313F-HRTimeline
AdvisorNet Financial, Inc26,543$1.22M0.07%-1,40813F-HRTimeline
Fonville Wealth Management LLC26,123$1.2M0.25%-3,01213F-HRTimeline
SMITH, MOORE & CO.26,116$1.2M0.09%-79513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,377$1.17M<0.01%+6,23813F-HRTimelineGroup
Crusonia Wealth Advisors LLC25,306$1.17M0.26%13F-HRTimeline
Belpointe Asset Management LLC25,241$1.16M0.04%-10313F-HRTimeline
First Heartland Consultants, Inc.25,110$1.16M0.09%-1,71913F-HRTimeline
GGM Financial LLC24,668$1.14M0.55%+7113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC24,337$1.12M0.75%-84713F-HRTimeline
BIP Wealth, LLC24,090$1.11M0.04%new13F-HRTimeline
Gotham Asset Management, LLC23,810$1.1M<0.01%-23513F-HRTimeline
Koshinski Asset Management, Inc.23,682$1.09M0.07%-1,47713F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,323$1.07M0.04%+1,37913F-HRTimeline
Y-Intercept (Hong Kong) Ltd23,235$1.07M0.02%+17,68013F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,223$1.07M0.03%+3,33013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC22,817$1.05M0.72%-1,26013F-HRTimeline
Lighthouse Wealth Management Inc.22,779$1.05M0.72%+513F-HRTimeline
Richmond Investment Services, LLC22,753$1.05M0.18%-1,51213F-HRTimeline
Capital Square, LLC22,599$1.04M0.53%-1,48013F-HRTimeline
Main Line Retirement Advisors, LLC22,479$1.04M0.52%+5,86713F-HR/ATimeline
Blueprint Investment Partners LLCgroup of 2 filers holding22,406$1.03M-1,294Timeline
NewEdge Wealth, LLC22,341$1.03M0.01%-40113F-HRTimeline
RVW Wealth, LLC22,080$1.02M0.08%+10613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,994$1.01M0.06%+4813F-HRTimeline
J. Derek Lewis & Associates Inc.21,253$979K0.23%13F-HRTimeline
BostonPremier Wealth LLC20,863$961K0.49%-338,73013F-HRTimeline
Summit Financial, LLC20,824$960K0.01%-3,81313F-HRTimeline
Robertson Stephens Wealth Management, L…20,355$938K0.03%-9113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,764$911K0.05%+813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …19,722$909K0.01%13F-HR/ATimelineGroup
Holos Integrated Wealth LLC19,624$906K0.51%-25813F-HRTimeline
MGO ONE SEVEN LLC19,317$890K0.02%-3,53013F-HRTimeline
Topsail Wealth Management, LLC19,123$881K0.13%-60613F-HRTimeline
Formidable Asset Management, LLC19,022$880K0.13%013F-HRTimeline
Quantinno Capital Management LP19,073$879K<0.01%+3,05413F-HRTimeline
MIRAMONTES CAPITAL, LLC18,862$869K0.3%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,777$865K0.02%+58813F-HRTimelineGroup
Virtus Wealth Solutions LLC18,298$843K0.16%+10313F-HRTimeline
Caprock Group, LLC18,109$834K0.02%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,995$829K<0.01%+2,48813F-HRTimelineGroup
Trueblood Wealth Management, LLC17,633$813K0.32%+21113F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,500$806K0.27%013F-HRTimeline
jvl associates llc17,394$802K0.26%new13F-HRTimeline
Santori & Peters, Inc.17,244$795K0.27%-1,07413F-HRTimeline
Gladstone Institutional Advisory LLC16,947$781K0.03%-1,77313F-HRTimeline
Octavia Wealth Advisors, LLC16,768$773K0.07%-8,71713F-HRTimeline
AMERIFLEX GROUP, INC.16,648$767K0.4%-10,56313F-HRTimeline
PTM WEALTH MANAGEMENT, LLC16,357$758K0.43%-89113F-HRTimeline
Icon Wealth Advisors, LLC16,426$757K0.05%013F-HRTimeline
ABLE Financial Group, LLC16,287$751K0.15%+3513F-HRTimeline
Maridea Wealth Management LLC15,955$735K0.11%new13F-HRTimeline
CHILTON INVESTMENT CO INC.15,760$726K0.02%013F-HRTimeline
CoreCap Advisors, LLC15,741$725K0.03%-4,58613F-HRTimeline
Castle Rock Wealth Management, LLC14,963$719K0.16%-75513F-HRTimeline
PMG Wealth Management, Inc.15,499$714K0.52%013F-HRTimeline
Acorn Wealth Advisors, LLC15,441$712K0.21%+2513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC15,439$711K0.04%13F-HRTimeline
4WEALTH ADVISORS, INC.15,423$711K0.62%+85513F-HRTimeline
City Center Advisors, LLC15,367$708K0.65%+1,11613F-HRTimeline
CX Institutional15,195$700K0.02%-4,74513F-HRTimeline
SYKON CAPITAL LLC14,977$690K0.22%+5,85213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.14,831$683K1.29%13F-HRTimeline
Integrated Advisors Network LLC14,825$683K0.03%-1,24813F-HRTimeline
OBSIDIAN CIO, LLC14,726$679K1.01%-90,28113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,536$670K0.05%-6313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,448$666K<0.01%-90213F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC14,350$661K0.08%-1,00413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.14,002$645K0.26%-35213F-HRTimeline
OneDigital Investment Advisors LLC13,716$632K0.01%+4,56313F-HRTimeline
Sargent Investment Group, LLC13,705$632K0.08%-2,29413F-HRTimeline
First Command Advisory Services, Inc.13,698$631K<0.01%-4,27913F-HRTimeline
HBK Sorce Advisory LLC12,702$623K0.01%+49813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,461$620K0.02%+63513F-HRTimelineGroup
Appalachian Capital Management Ltd13,267$611K0.49%13F-HRTimeline
Synergy Investment Management, LLC13,169$607K0.21%+4,13613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,017$600K<0.01%-17,50513F-HR/ATimelineGroup
Mezzasalma Advisors, LLC12,926$597K0.14%+7813F-HRTimeline
Pinnacle Family Advisors, LLC12,873$593K0.26%-3013F-HRTimeline
LWM Advisory Services, LLC12,859$593K0.35%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.92$588K0.04%013F-HRTimelineGroup
Trademark Financial Management, LLC12,749$587K0.32%-36413F-HRTimeline
Global Assets Advisory, LLC12,724$586K0.17%-46413F-HRTimeline
Peak Planning Group, LLC12,681$584K0.16%+7,91613F-HRTimeline
Cadent Capital Advisors, LLC12,573$579K0.15%+32313F-HRTimeline
Bleakley Financial Group, LLC12,505$576K0.01%+5013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,764$576K0.17%-3,59513F-HRTimeline
TriaGen Wealth Management LLC12,459$574K0.15%013F-HRTimeline
Perissos Private Wealth Management, LLC12,298$567K0.49%+2913F-HRTimeline
SFG Wealth Management, LLC.12,274$566K0.22%+63013F-HRTimeline
Keel Point, LLC12,269$565K0.03%+1,49713F-HRTimeline
Balefire, LLC12,255$565K0.11%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.12,120$558K0.03%-1,56913F-HRTimeline
WILLNER & HELLER, LLC12,064$556K0.4%-1,49713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,041$555K<0.01%+2,87713F-HRTimelineGroup
Shakespeare Wealth Management, LLC12,029$554K0.12%-6513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,968$551K0.01%-30013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,910$551K<0.01%+2213F-HRTimelineGroup
LeClair Wealth Partners LLC11,929$550K0.32%013F-HRTimeline
Vigil Wealth Management, LLC11,895$548K0.46%13F-HRTimeline
GPS Wealth Strategies Group, LLC11,886$548K0.47%-79,23113F-HRTimeline
Mach-1 Financial Group, LLC11,749$541K0.11%new13F-HRTimeline
Sage Mountain Advisors LLC11,744$541K0.03%-83413F-HRTimeline
MTM Investment Management, LLC11,647$537K0.17%-5013F-HRTimeline
Capital Developers, LLC11,635$536K0.48%13F-HRTimeline
Legacy Capital Wealth Partners, LLC11,617$535K0.11%-1,25113F-HRTimeline
Tidemark, LLC11,574$533K0.15%-3813F-HRTimeline
Skyview Financial Group LLC11,574$533K0.55%13F-HRTimeline
Vise Technologies, Inc.11,549$532K0.01%new13F-HRTimeline
Strategic Blueprint, LLC11,411$526K0.03%-24,26113F-HRTimeline
Integrity Financial Corp /WA11,319$522K0.26%-3,21013F-HRTimeline
GAMMA Investing LLC11,182$515K0.03%013F-HRTimeline
Bernardo Wealth Planning LLC11,140$513K0.1%+413F-HRTimeline
Traction Financial Partners, LLC10,943$504K0.3%-4,61013F-HRTimeline
Rothschild Wealth LLC10,710$494K0.05%new13F-HR/ATimeline
SageGuard Financial Group, LLC10,689$493K0.08%13F-HRTimeline
GREENLEAF TRUST10,649$491K<0.01%013F-HRTimeline
Leo Wealth, LLC10,580$488K0.04%+7213F-HRTimeline
Blue Trust, Inc.10,570$487K0.01%013F-HRTimeline
Archer Investment Corp10,444$481K0.11%-4913F-HRTimeline
Plotkin Financial Advisors, LLC10,146$468K0.23%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,138$467K0.15%-13013F-HRTimeline
SLT Holdings LLC10,071$464K0.31%-2,08613F-HRTimeline
Milestones Private Investment Advisors …9,962$459K0.32%013F-HRTimeline
IMG Wealth Management, Inc.9,795$451K0.29%-1,37413F-HRTimeline
Legacy Trust9,775$450K0.08%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,765$450K0.07%-8613F-HRTimeline
Strategic Financial Partners, Ltd.9,727$448K0.19%-19513F-HRTimeline
OMNI 360 Wealth, Inc.9,457$448K0.23%-8,69513F-HRTimeline
Old Port Advisors9,542$440K0.11%-14013F-HRTimeline
Advisory Services Network, LLC9,528$439K0.01%-70813F-HRTimeline
PFG Investments, LLC9,362$431K0.02%-18413F-HRTimeline
TopTier Wealth Management, LLC9,354$431K0.29%13F-HRTimeline
Waterfront Wealth Inc.8,986$428K0.08%013F-HRTimeline
Owen LaRue, LLC9,273$427K0.16%+14113F-HRTimeline
EHRLICH FINANCIAL GROUP9,232$425K0.24%013F-HRTimeline
MGB Wealth Management, LLC9,223$425K0.12%+2813F-HRTimeline
Indivisible Partners9,217$425K0.05%13F-HRTimeline
FSC Wealth Advisors, LLC9,151$422K0.68%-5,80613F-HRTimeline