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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

624 managers (636 13F filers) reported a position in FVD shares at 2026-03-31, 110,343,440 shares in all. 44 filers opened a position and 29 filers sold out during the quarter.

Managers
624
13F filers
636
New
44
Added
193
Reduced
290
Sold out
29
Shares held by filers
110,343,440

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
CAPTRUST FINANCIAL ADVISORS40,209$1.89M<0.01%+1,02513F-HRTimeline
Laurel Wealth Planning LLC39,905$1.88M0.99%-2,24513F-HRTimeline
Claro Advisors Inc.39,693$1.87M0.22%-12,12713F-HRTimeline
MAI Capital Management39,215$1.84M0.01%-7,95113F-HRTimeline
Rubicon Advisors, GP38,726$1.82M1.59%+2,15713F-HRTimeline
Sun Financial Inc38,481$1.81M0.91%-95913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,049$1.79M0.08%+15013F-HRTimeline
Intrua Financial, LLC37,545$1.77M0.19%-79413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC37,292$1.75M0.03%-1,49613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.37,574$1.75M0.11%+81813F-HRTimeline
Prism Advisors, Inc.37,168$1.75M0.47%-2,17013F-HRTimeline
ERn Financial, LLC36,828$1.73M0.33%-24,87913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding36,669$1.72M-6,767Timeline
Savvy Advisors, Inc.36,423$1.71M0.05%+43413F-HRTimeline
Empowered Funds, LLC36,367$1.71M0.01%-1,80213F-HR/ATimeline
Waterloo Capital, L.P.36,039$1.69M0.12%-16713F-HRTimeline
Cambria Investment Management, L.P.35,491$1.67M0.09%-2,67813F-HRTimeline
Walker Asset Management, LLC35,233$1.66M0.9%-27513F-HRTimeline
Foundations Investment Advisors, LLC34,846$1.64M0.02%+84613F-HRTimeline
Wisconsin Wealth Advisors, LLC34,656$1.63M1.6%-12413F-HRTimeline
Advance Capital Management, Inc.34,509$1.62M0.06%-5,02013F-HRTimeline
McKinley Carter Wealth Services, Inc.34,470$1.62M0.09%-56213F-HRTimeline
Keystone Financial Group34,452$1.62M0.11%+4,11613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,327$1.61M<0.01%-3,87113F-HRTimelineGroup
Comprehensive Financial Consultants Ins…33,821$1.59M0.47%-1,07013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.33,536$1.58M0.31%-3,85513F-HRTimeline
Strategic Financial Concepts, LLC33,386$1.57M0.39%new13F-HRTimeline
True Blue Financial, LLC32,766$1.54M1.21%-1813F-HRTimeline
Venture Visionary Partners LLC32,549$1.53M0.05%+7713F-HRTimeline
Olde Wealth Management, LLC32,282$1.52M0.48%-7,27913F-HRTimeline
LANARK FINANCIAL, INC.31,848$1.5M0.11%-2,37013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD31,759$1.49M0.22%+14513F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management31,549$1.48M0.05%-1,63913F-HRTimelineGroup
Sequent Planning LLC31,514$1.48M0.36%+81813F-HRTimeline
Capital Investment Advisory Services, L…31,305$1.47M0.11%-1,26513F-HRTimeline
Sovran Advisors, LLC30,576$1.47M0.12%-73013F-HRTimeline
CARLSON FINANCIAL, INC.31,060$1.46M0.86%-2,84613F-HRTimeline
BridgePort Financial Solutions, LLC30,786$1.45M0.41%+1,95313F-HRTimeline
Argyle Capital Partners, LLC30,635$1.44M1.04%+2,72913F-HRTimeline
QTR Family Wealth, LLC29,924$1.44M0.6%-40313F-HRTimeline
CRUX WEALTH ADVISORS30,519$1.44M0.55%-1,83413F-HRTimeline
MBE Wealth Management, LLC30,172$1.42M0.59%+12513F-HRTimeline
Perennial Investment Advisors, LLC29,939$1.41M0.11%-9,40013F-HRTimeline
Sowell Financial Services LLC29,694$1.4M0.05%-1,70613F-HRTimeline
Institute for Wealth Management, LLC.29,102$1.37M0.15%-13013F-HRTimeline
Focus Financial Network, Inc.28,883$1.36M0.05%-3,05013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…28,634$1.35M0.18%-26,97213F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,427$1.34M0.41%-22113F-HRTimeline
Purus Wealth Management, LLC28,136$1.32M0.42%-3,32913F-HRTimeline
tru Independence LLC27,989$1.32M0.65%-2,63913F-HRTimeline
Cresset Asset Management, LLC27,783$1.31M0.01%-1,01913F-HRTimeline
Quantinno Capital Management LP27,589$1.3M<0.01%+8,51613F-HRTimeline
PFG Advisors27,578$1.3M0.06%-3213F-HRTimeline
MGO ONE SEVEN LLC27,307$1.28M0.03%+7,99013F-HRTimeline
HBW ADVISORY SERVICES LLC27,134$1.28M0.13%+8313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC26,963$1.27M0.04%-10,01813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.26,360$1.24M1.3%+11,52913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.26,256$1.23M0.42%-3,89113F-HRTimeline
SMITH, MOORE & CO.26,162$1.23M0.09%+4613F-HRTimeline
AdvisorNet Financial, Inc25,838$1.22M0.06%-70513F-HRTimeline
Spectrum Wealth Advisory Group, LLC25,394$1.19M0.44%-1,31113F-HRTimeline
Crusonia Wealth Advisors LLC25,363$1.19M0.25%+5713F-HRTimeline
First Heartland Consultants, Inc.25,073$1.18M0.09%-3713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC25,066$1.18M0.75%+2,24913F-HRTimeline
GGM Financial LLC24,625$1.16M0.53%-4313F-HRTimeline
Fonville Wealth Management LLC24,452$1.15M0.22%-1,67113F-HRTimeline
OneDigital Investment Advisors LLC24,308$1.14M0.01%+10,59213F-HRTimeline
Belpointe Asset Management LLC24,159$1.14M0.04%-1,08213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC24,127$1.13M0.73%-21013F-HRTimeline
Gotham Asset Management, LLC23,810$1.12M<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.23,498$1.11M0.07%-18413F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,223$1.09M0.03%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,198$1.09M0.04%-12513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.23,039$1.08M0.5%new13F-HRTimeline
BIP Wealth, LLC23,017$1.08M0.04%-1,07313F-HRTimeline
Main Line Retirement Advisors, LLC22,557$1.06M0.53%+7813F-HRTimeline
Lighthouse Wealth Management Inc.22,530$1.06M0.72%-24913F-HRTimeline
NewEdge Wealth, LLC22,367$1.05M0.01%+2613F-HRTimeline
Capital Square, LLC21,891$1.04M0.48%-70813F-HRTimeline
J. Derek Lewis & Associates Inc.21,557$1.01M0.23%+30413F-HR/ATimeline
RVW Wealth, LLC21,452$1.01M0.08%-62813F-HRTimeline
Caliber Wealth Management, LLC / KS21,202$997K0.11%-28,16213F-HRTimeline
Richmond Investment Services, LLC21,084$992K0.16%-1,66913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,550$966K<0.01%+2,55513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…20,329$956K0.03%-2613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding20,148$948K-2,258Timeline
Topsail Wealth Management, LLC19,770$930K0.14%+64713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …19,721$928K0.01%-113F-HRTimelineGroup
Holos Integrated Wealth LLC18,974$898K0.45%-65013F-HRTimeline
Formidable Asset Management, LLC19,022$877K0.14%013F-HRTimeline
BostonPremier Wealth LLC18,516$871K0.45%-2,34713F-HRTimeline
Caprock Group, LLC18,472$869K0.02%+36313F-HRTimeline
Maridea Wealth Management LLC18,378$864K0.13%+2,42313F-HRTimeline
Spartan Wealth Advisory Services LLC18,373$864K0.08%13F-HRTimeline
Summit Financial, LLC18,256$859K0.01%-2,56813F-HRTimeline
Virtus Wealth Solutions LLC18,198$856K0.16%-10013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,898$842K0.02%-87913F-HRTimelineGroup
Trueblood Wealth Management, LLC17,717$833K0.33%+8413F-HRTimeline
Santori & Peters, Inc.17,593$827K0.26%+34913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,104$826K0.05%-4,89013F-HR/ATimeline
AMERIFLEX GROUP, INC.17,560$826K0.42%+91213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC17,500$823K0.29%013F-HRTimeline
MIRAMONTES CAPITAL, LLC17,343$816K0.28%-1,51913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,755$788K<0.01%-8,62213F-HRTimelineGroup
Octavia Wealth Advisors, LLC16,626$782K0.07%-14213F-HRTimeline
Icon Wealth Advisors, LLC16,426$780K0.05%013F-HRTimeline
CHILTON INVESTMENT CO INC.15,760$741K0.02%013F-HRTimeline
PMG Wealth Management, Inc.15,699$738K0.53%+20013F-HRTimeline
Acorn Wealth Advisors, LLC15,692$738K0.22%+25113F-HRTimeline
PTM WEALTH MANAGEMENT, LLC15,498$735K0.39%-85913F-HRTimeline
4WEALTH ADVISORS, INC.15,700$732K0.63%+27713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,516$730K0.22%+5,37813F-HRTimeline
City Center Advisors, LLC15,475$728K0.67%+10813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC15,414$725K0.04%-2513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,073$709K<0.01%-1,526,59213F-HR/ATimelineGroup
Castle Rock Wealth Management, LLC14,963$708K0.15%013F-HRTimeline
ABLE Financial Group, LLC14,727$693K0.14%-1,56013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,527$683K<0.01%+7913F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC14,350$675K0.08%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,284$672K0.02%+82313F-HR/ATimelineGroup
CoreCap Advisors, LLC14,242$670K0.02%-1,49913F-HRTimeline
OBSIDIAN CIO, LLC14,119$664K0.6%-60713F-HRTimeline
HBK Sorce Advisory LLC13,720$646K0.01%+1,01813F-HRTimeline
Sargent Investment Group, LLC13,705$645K0.08%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,625$641K0.05%-91113F-HRTimeline
Patriot Financial Group Insurance Agenc…13,536$637K0.04%+6,65013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,356$626K<0.01%+1,44613F-HRTimelineGroup
Gladstone Institutional Advisory LLC13,160$619K0.02%-3,78713F-HRTimeline
CENTAURUS FINANCIAL, INC.13,046$614K0.03%+92613F-HRTimeline
Mezzasalma Advisors, LLC12,988$611K0.16%+6213F-HRTimeline
Pinnacle Family Advisors, LLC12,984$611K0.29%+11113F-HRTimeline
Accretive Wealth Partners, LLC12,971$610K0.17%new13F-HRTimeline
CX Institutional12,871$605K0.02%-2,32413F-HRTimeline
LWM Advisory Services, LLC12,859$605K0.65%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,820$603K0.04%+12,72813F-HRTimelineGroup
Integrated Advisors Network LLC12,620$594K0.03%-2,20513F-HRTimeline
SFG Wealth Management, LLC.12,592$592K0.24%+31813F-HRTimeline
TriaGen Wealth Management LLC12,459$586K0.16%013F-HRTimeline
Appalachian Capital Management Ltd12,427$584K0.47%-84013F-HRTimeline
Mach-1 Financial Group, LLC12,363$581K0.2%+61413F-HRTimeline
Cadent Capital Advisors, LLC12,354$581K0.15%-21913F-HRTimeline
Tidemark, LLC12,337$580K0.15%+76313F-HRTimeline
Parallel Advisors, LLC12,254$576K0.01%+9,57113F-HR/ATimeline
Trademark Financial Management, LLC12,146$571K0.28%-60313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.12,098$569K0.23%-1,90413F-HRTimeline
Shakespeare Wealth Management, LLC12,029$566K0.13%013F-HRTimeline
Keel Point, LLC12,017$565K0.04%-25213F-HRTimeline
Vigil Wealth Management, LLC11,895$559K0.45%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,764$553K0.14%013F-HRTimeline
Sage Mountain Advisors LLC11,744$552K0.04%013F-HRTimeline
WILLNER & HELLER, LLC11,731$552K0.41%-33313F-HRTimeline
Leo Wealth, LLC11,731$552K0.04%+1,15113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,509$551K<0.01%-50813F-HRTimelineGroup
Bleakley Financial Group, LLC11,706$551K0.01%-79913F-HRTimeline
NOVEM GROUP11,689$550K0.06%new13F-HRTimeline
First Command Advisory Services, Inc.11,634$547K<0.01%-2,06413F-HRTimeline
Keystone Wealth Services, LLC11,621$547K0.12%new13F-HRTimeline
Capital Developers, LLC11,593$545K0.49%-4213F-HRTimeline
Legacy Capital Wealth Partners, LLC11,505$541K0.11%-11213F-HRTimeline
Strategic Blueprint, LLC11,435$538K0.03%+2413F-HRTimeline
MTM Investment Management, LLC11,394$536K0.17%-25313F-HRTimeline
Vise Technologies, Inc.11,549$532K0.01%013F-HRTimeline
Bernardo Wealth Planning LLC11,143$524K0.1%+313F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,964$516K0.01%-12,27113F-HRTimeline
Blue Trust, Inc.10,908$513K0.01%+33813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,746$505K<0.01%-1,29513F-HRTimelineGroup
GAMMA Investing LLC10,720$504K0.02%-46213F-HRTimeline
Kapstone Financial Advisors LLC10,645$501K0.25%new13F-HRTimeline
Strategic Financial Partners, Ltd.10,554$496K0.21%+82713F-HRTimeline
Archer Investment Corp10,444$491K0.1%013F-HRTimeline
Perissos Private Wealth Management, LLC10,421$490K0.43%-1,87713F-HRTimeline
Peak Planning Group, LLC10,330$486K0.13%-2,35113F-HRTimeline
SageGuard Financial Group, LLC10,307$485K0.08%-38213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,243$482K0.01%-1,72513F-HRTimelineGroup
Plotkin Financial Advisors, LLC10,146$477K0.24%013F-HRTimeline
GREENLEAF TRUST9,899$466K<0.01%-75013F-HRTimeline
Legacy Trust9,775$460K0.09%013F-HRTimeline
Traction Financial Partners, LLC9,760$459K0.28%-1,18313F-HRTimeline
PFG Investments, LLC9,634$453K0.02%+27213F-HRTimeline
IMG Wealth Management, Inc.9,629$453K0.29%-16613F-HRTimeline
Integrity Financial Corp /WA9,612$452K0.22%-1,70713F-HRTimeline
SLT Holdings LLC9,580$451K0.32%-49113F-HRTimeline
Old Port Advisors9,542$449K0.1%013F-HRTimeline
Retirement Planning Group, LLC9,538$449K0.01%-37,33213F-HRTimeline
TopTier Wealth Management, LLC9,392$442K0.27%+3813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC9,300$437K<0.01%new13F-HRTimelineGroup
Waterfront Wealth Inc.9,255$435K0.08%+26913F-HRTimeline
EHRLICH FINANCIAL GROUP9,232$434K0.25%013F-HRTimeline
Indivisible Partners9,229$434K0.04%+1213F-HRTimeline
Advisory Services Network, LLC9,161$431K0.01%-36713F-HRTimeline
PLANNING DIRECTIONS INC8,966$422K0.21%-6413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,923$420K<0.01%+8,05313F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC8,903$419K0.22%+27613F-HRTimeline
Owen LaRue, LLC8,884$418K0.16%-38913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,795$414K0.02%-9013F-HRTimeline
Florida Trust Wealth Management Co8,793$414K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC8,771$412K0.07%+7813F-HRTimeline
SYKON CAPITAL LLC8,692$409K0.14%-6,28513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC8,497$400K0.2%+113F-HRTimeline
Fermata Advisors, LLC8,348$393K0.09%+2413F-HRTimeline