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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
CHOREO, LLC8,655$386K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8,566$382K0.12%-24813F-HRTimeline
Moors & Cabot, Inc.8,539$381K0.02%-19113F-HRTimeline
IAG Wealth Partners, LLC8,530$380K0.06%-54013F-HRTimeline
CALTON & ASSOCIATES, INC.8,438$376K0.09%new13F-HR/ATimeline
Maridea Wealth Management LLC8,328$371K0.12%-1,96213F-HRTimeline
Merit Financial Group, LLC8,269$369K0.01%-91913F-HRTimeline
Stonebridge Financial Planning Group, L…8,250$368K0.17%-50013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC8,231$367K0.17%new13F-HRTimeline
Fermata Advisors, LLC8,194$365K0.07%+2413F-HRTimeline
GUERRA PAN ADVISORS, LLC8,148$363K0.29%013F-HRTimeline
Opal Wealth Advisors, LLC8,109$362K0.11%-6513F-HRTimeline
Aptus Capital Advisors, LLC8,015$357K<0.01%+3,13213F-HRTimeline
Balboa Wealth Partners7,956$355K0.09%+13413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,925$353K<0.01%+1,31413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,829$349K<0.01%-3,76513F-HRTimelineGroup
Mission Creek Capital Partners, Inc.7,661$342K0.08%-1,79613F-HRTimeline
STRATEGIC PLANNING GROUP, LLC7,637$341K0.07%-17,52613F-HRTimeline
Patriot Financial Group Insurance Agenc…7,521$335K0.04%-37213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,512$335K0.01%-13113F-HRTimeline
RDA Financial Network7,508$335K0.1%-513F-HRTimeline
Fisher Asset Management, LLC7,477$333K<0.01%-83713F-HRTimeline
Weitzel Financial Services, Inc.7,549$332K0.16%+80713F-HRTimeline
Summit Investment Advisory Services, LLC7,363$328K0.16%+11013F-HRTimeline
Beaton Management Co. Inc.7,319$326K0.17%013F-HRTimeline
TFB Advisors LLC7,172$320K0.09%+32613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,071$315K0.01%+76713F-HR/ATimeline
Curi Capital, LLC7,039$314K0.01%013F-HRTimeline
Schrum Private Wealth Management LLC7,009$313K0.27%013F-HRTimeline
Old Mission Investment Co LLC6,820$304K0.09%013F-HRTimeline
Skyline Advisors, Inc.6,756$301K0.12%-89413F-HRTimeline
Redwood Financial Network Corp6,678$298K0.23%+1113F-HRTimeline
GeoWealth Management, LLC6,626$295K0.01%-35513F-HRTimeline
Accelerate Investment Advisors LLC6,516$291K0.24%+1,09813F-HRTimeline
GWN SECURITIES INC.6,599$290K0.02%new13F-HRTimeline
GREENLEAF TRUST6,481$289K<0.01%-72013F-HRTimeline
White Knight Strategic Wealth Advisors,…6,477$289K0.27%-7,23513F-HRTimeline
SeaCrest Wealth Management, LLC6,459$288K0.03%-2,37513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,400$285K0.01%new13F-HRTimelineGroup
Variant Private Wealth, LLC6,373$284K0.3%+3713F-HRTimeline
WealthPLAN Partners, LLC6,306$281K0.04%-83713F-HRTimeline
Avantax Planning Partners, Inc.6,190$276K0.01%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,183$276K0.09%-65113F-HRTimeline
Gratus Wealth Advisors, LLC6,122$273K0.04%-74213F-HRTimeline
WMG Financial Advisors, LLC6,096$272K0.12%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,093$272K0.02%new13F-HRTimeline
Consolidated Portfolio Review Corp6,073$271K0.04%+60613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,072$271K<0.01%-65913F-HRTimelineGroup
Nilsine Partners, LLC6,049$270K0.03%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,905$263K0.02%+3813F-HRTimeline
Core Wealth Partners LLC5,800$259K0.15%-29713F-HRTimeline
Peak Financial Management, Inc.5,800$259K0.08%013F-HRTimeline
Commonwealth Financial Services, LLC5,785$258K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.5,781$258K0.08%+58713F-HRTimeline
Revisor Wealth Management LLC5,672$253K0.11%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,666$253K0.02%-4,83713F-HRTimeline
Maltin Wealth Management, Inc.5,615$250K0.12%013F-HRTimeline
Oxler Private Wealth LLC5,554$248K0.09%+3313F-HRTimeline
Atlas Private Wealth Advisors5,480$244K0.03%013F-HRTimeline
Naviter Wealth, LLC5,338$237K0.03%-8713F-HRTimeline
Total Clarity Wealth Management, Inc.5,428$237K0.08%013F-HRTimeline
Grantvest Financial Group LLC5,127$229K0.19%013F-HRTimeline
ACT Advisors, LLC.5,031$224K0.12%013F-HRTimeline
Horst & Graben Wealth Management LLC5,010$223K0.04%+3713F-HRTimeline
LITTLE HOUSE CAPITAL LLC4,982$222K0.06%new13F-HRTimeline
WealthTrust Asset Management, LLC4,943$220K0.16%+213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,882$218K0.02%-16,76213F-HRTimeline
CFC Planning Co LLC4,877$217K0.24%013F-HR/ATimeline
Delta Financial Group, Inc.4,837$216K0.05%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,825$215K0.11%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,277$214K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC4,796$214K<0.01%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC4,768$213K0.08%-9813F-HRTimeline
Alta Wealth Advisors LLC4,736$211K0.1%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,689$209K<0.01%-77913F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.4,688$209K0.16%013F-HRTimeline
Sunbelt Securities, Inc.4,643$207K0.02%-12813F-HRTimeline
Monterey Private Wealth, Inc.4,641$207K0.06%+713F-HRTimeline
Avior Wealth Management, LLC4,635$207K0.01%-77813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,628$206K0.01%+113F-HRTimelineGroup
Csenge Advisory Group4,801$206K0.01%-67313F-HRTimeline
Stegent Equity Advisors, Inc.4,561$203K0.21%new13F-HRTimeline
Signal Advisors Wealth, LLC4,524$202K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,118$184K0.01%+2,65813F-HRTimelineGroup
Gen-Wealth Partners Inc4,041$180K0.08%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,618$161K0.01%+33013F-HRTimelineGroup
Rialto Wealth Management, LLC3,489$156K0.05%013F-HRTimeline
Rossby Financial, LCC3,484$151K0.07%new13F-HRTimeline
ORG Partners LLC3,259$145K0.04%-4,48713F-HRTimeline
TRUST CO OF VERMONT3,200$143K0.01%013F-HRTimeline
Clearstead Advisors, LLC3,148$140K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.3,095$138K0.02%013F-HRTimeline
Asset Dedication, LLC3,091$138K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,781$124K0.02%+1,34213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,676$119K<0.01%-2,00813F-HRTimelineGroup
Darwin Wealth Management, LLC2,727$119K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,600$116K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,527$113K<0.01%-3,28913F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,500$111K0.01%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,449$109K<0.01%-5313F-HRTimelineGroup
Coston, McIsaac & Partners2,394$106K0.03%+1413F-HRTimeline
REAP Financial Group, LLC2,091$93.3K0.02%+413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,007$89.5K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$89.2K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC2,000$89.2K0.05%013F-HRTimeline
BFSG, LLC1,923$85.7K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,889$82.4K0.03%013F-HRTimeline
First Horizon Advisors, Inc.1,815$80.9K<0.01%-6213F-HRTimeline
Operose Advisors LLC1,755$78.3K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.1,725$76.9K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,719$76.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,694$75.5K0.01%+613F-HRTimeline
Hexagon Capital Partners LLC1,553$69.2K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,500$66.9K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1,462$65.2K0.01%+513F-HRTimeline
Center for Financial Planning, Inc.1,418$63.2K0.01%013F-HRTimeline
Parallel Advisors, LLC1,287$57.4K<0.01%+86613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,243$55.4K<0.01%-66313F-HRTimelineGroup
North Capital, Inc.1,232$54.9K0.05%13F-HRTimeline
Caldwell Trust Co1,204$53.7K0.01%+1,00413F-HRTimeline
Beacon Capital Management, LLC1,164$51.9K0.01%+713F-HRTimeline
Graney & King, LLC1,159$51.7K0.04%+613F-HRTimeline
Nemes Rush Group LLC1,154$51.5K0.01%+713F-HRTimeline
Raleigh Capital Management Inc.1,093$48.7K0.02%+2513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,094$48K0.01%013F-HRTimeline
Pacifica Partners Inc.1,079$47.4K0.02%013F-HRTimeline
Accordant Advisory Group Inc1,016$45.3K0.04%013F-HR/ATimeline
Glassman Wealth Services991$44.2K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp985$43.9K<0.01%new13F-HRTimelineGroup
WASHINGTON TRUST Co907$40.4K<0.01%new13F-HRTimeline
Compass Wealth Management LLC888$39.6K0.01%013F-HRTimeline
Compass Financial Services Inc865$38.5K0.02%+613F-HRTimeline
Investors Research Corp842$37.5K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC787$35.1K0.01%+313F-HRTimeline
Park Square Financial Group, LLC707$31.5K0.03%013F-HRTimeline
Heck Capital Advisors, LLC655$29.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.650$29K0.1%new13F-HRTimeline
Atlantic Edge Private Wealth Management…570$25.4K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL531$23.7K0.01%013F-HRTimeline
Truvestments Capital LLC519$23.1K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC500$22.3K0.02%-82513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC483$22K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC484$21.6K<0.01%+48413F-HRTimeline
Quest 10 Wealth Builders, Inc.471$21K0.02%-6113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.474$21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Citizens National Bank Trust Department450$20.1K<0.01%013F-HRTimeline
Transce3nd, LLC450$20.1K0.01%+11213F-HRTimeline
HHM Wealth Advisors, LLC435$19.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC431$19.2K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC431$19.2K0.01%013F-HRTimeline
AllSquare Wealth Management LLC425$19K0.01%013F-HRTimeline
CX Institutional406$18K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.380$16.9K<0.01%+313F-HRTimeline
Hemington Wealth Management355$15K<0.01%013F-HRTimeline
Heritage Wealth Advisors336$15K<0.01%013F-HRTimeline
Hughes Financial Services, LLC315$14K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC300$13.4K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC300$13.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC271$12.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO256$11.4K<0.01%+313F-HRTimeline
PFS Partners, LLC240$10.7K0.01%-15113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…237$10.6K<0.01%new13F-HRTimelineGroup
SWAN Capital LLC234$10.4K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC200$8.92K<0.01%013F-HRTimeline
SIGNATUREFD, LLC189$8.43K<0.01%+13513F-HRTimeline
Sterling Capital Management LLC178$7.94K<0.01%013F-HRTimeline
Nordwand Advisors, LLC171$7.62K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST166$7.4K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC150$6.69K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC148$6.6K<0.01%013F-HRTimeline
Luminist Capital LLC140$6.23K0.01%013F-HRTimeline
Redwood Park Advisors LLC125$5.57K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…113$5.04K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC107$4.77K0.01%+6413F-HRTimeline
SBI Securities Co., Ltd.104$4.64K<0.01%-13013F-HRTimeline
GKV Capital Management Co., Inc.95$4.24K<0.01%new13F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…74$3.34K<0.01%013F-HRTimeline
Eukles Asset Management61$2.72K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC32$1.41K<0.01%013F-HRTimeline
Front Row Advisors LLC25$1.11K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC3$134<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-14,93713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.