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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
PLANNING DIRECTIONS INC9,030$416K0.21%-1,95913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,885$409K0.02%-61413F-HRTimeline
Founders Financial Alliance, LLC8,693$401K0.08%-39813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8,627$398K0.22%013F-HRTimeline
GeoWealth Management, LLC8,616$397K0.01%+13313F-HRTimeline
DB&C Advisors, LLC8,549$394K0.49%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC8,496$391K0.13%-2,35713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,487$391K0.18%-89513F-HRTimeline
PSI Advisors, LLC8,410$388K0.1%013F-HRTimeline
Fermata Advisors, LLC8,324$384K0.09%+8213F-HRTimeline
CHOREO, LLC8,195$383K<0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,310$383K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC8,303$383K0.01%-4,95413F-HRTimeline
Autumn Glory Partners, LLC8,219$379K0.13%new13F-HRTimeline
Aptus Capital Advisors, LLC8,038$370K<0.01%-47413F-HRTimeline
Curi Capital, LLC8,025$370K0.01%013F-HRTimeline
Balboa Wealth Partners7,938$366K0.06%013F-HRTimeline
IAG Wealth Partners, LLC7,869$363K0.04%-24413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC7,847$362K0.15%+113F-HRTimeline
DAVENPORT & Co LLC7,782$359K<0.01%-1,04413F-HRTimeline
Root Financial Partners, LLC7,777$358K0.02%-4,44413F-HRTimeline
Stonebridge Financial Planning Group, L…7,700$355K0.13%-55013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,674$354K0.02%+7813F-HRTimeline
Bison Wealth, LLC7,606$353K0.04%new13F-HRTimeline
Weitzel Financial Services, Inc.7,645$353K0.14%+9013F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,646$352K0.03%-1,21513F-HRTimeline
Summit Investment Advisory Services, LLC7,381$340K0.13%+1213F-HRTimeline
Rossby Financial, LCC7,332$338K0.11%-65613F-HRTimeline
Pure Financial Advisors, LLC7,332$338K<0.01%-5,71913F-HRTimeline
Beaton Management Co. Inc.7,199$332K0.15%-9513F-HRTimeline
GUERRA PAN ADVISORS, LLC7,128$328K0.19%-2013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,084$326K0.01%-83113F-HRTimeline
WealthPLAN Partners, LLC7,071$326K0.05%+42113F-HRTimeline
HB Wealth Management, LLC7,044$325K<0.01%-58013F-HRTimeline
Schrum Private Wealth Management LLC7,009$323K0.24%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,939$320K<0.01%-1,88913F-HRTimelineGroup
Opal Wealth Advisors, LLC6,935$320K0.08%-43213F-HRTimeline
Patriot Financial Group Insurance Agenc…6,886$317K0.04%-4313F-HRTimeline
Intelligence Driven Advisers, LLC6,732$310K0.04%new13F-HRTimeline
Benson Wealth Management INC6,712$309K0.34%13F-HRTimeline
Avise Financial Cooperative, Inc.6,675$308K0.28%13F-HRTimeline
Redwood Financial Network Corp6,665$307K0.2%-3213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,654$307K0.02%new13F-HRTimeline
Pinnacle Bancorp, Inc.6,561$302K0.09%+59713F-HRTimeline
Accelerate Investment Advisors LLC6,466$298K0.2%-10413F-HRTimeline
RDA Financial Network6,413$296K0.07%+12513F-HRTimeline
Moors & Cabot, Inc.6,311$291K0.01%-35513F-HRTimeline
Clearstead Advisors, LLC6,306$291K<0.01%+713F-HRTimeline
Avantax Planning Partners, Inc.6,190$285K0.01%013F-HRTimeline
Gratus Wealth Advisors, LLC6,158$284K0.04%013F-HRTimeline
Hilltop Partners LLC6,127$282K0.07%013F-HRTimeline
Cyndeo Wealth Partners, LLC6,048$279K0.02%+11913F-HRTimeline
Ballast Rock Private Wealth LLC6,022$278K0.17%13F-HRTimeline
Advisory Advocates, LLC6,016$277K0.28%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,011$277K0.01%+1,11113F-HRTimeline
Sound Income Strategies, LLC5,828$277K0.01%+5,42813F-HRTimeline
United Advisor Group, LLC5,950$274K0.04%-2,73713F-HRTimeline
Main Street Financial Solutions, LLC5,936$274K0.02%013F-HRTimeline
Trilogy Capital Inc.5,899$272K0.01%-2,65713F-HRTimeline
Peak Financial Management, Inc.5,892$272K0.07%013F-HRTimeline
Old Mission Investment Co LLC5,820$268K0.06%013F-HRTimeline
Core Wealth Partners LLC5,810$268K0.12%+413F-HRTimeline
Commonwealth Financial Services, LLC5,785$267K0.04%013F-HRTimeline
Variant Private Wealth, LLC5,782$266K0.28%-42013F-HRTimeline
KFA Private Wealth Group, LLC5,765$266K0.06%-29513F-HRTimeline
Facet Wealth, Inc.5,570$264K<0.01%new13F-HRTimeline
Oxler Private Wealth LLC5,655$261K0.08%+3913F-HRTimeline
Engineers Gate Manager LP5,640$260K<0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC5,620$259K<0.01%+1,18613F-HRTimeline
Maltin Wealth Management, Inc.5,615$259K0.1%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,563$256K0.01%-34013F-HRTimeline
Nilsine Partners, LLC5,506$254K0.02%+713F-HRTimeline
FSM Wealth Advisors, LLC5,437$251K0.03%-3913F-HRTimeline
Uniting Wealth Partners, LLC5,337$246K0.08%013F-HRTimeline
Skyline Advisors, Inc.5,333$246K0.08%-2313F-HRTimeline
Whelan Financial5,293$244K0.08%013F-HRTimeline
TFB Advisors LLC5,290$244K0.07%-29113F-HRTimeline
Total Clarity Wealth Management, Inc.5,273$243K0.06%-12513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,235$241K0.09%+41013F-HRTimeline
White Knight Strategic Wealth Advisors,…5,160$238K0.17%+78213F-HRTimeline
Oak Barrel Wealth Advisory LLC5,159$238K0.14%13F-HRTimeline
Van Diest Capital, LLC5,131$236K0.35%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,055$233K<0.01%+39213F-HRTimelineGroup
Triad Wealth Partners, LLC5,037$232K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,992$230K0.02%-8013F-HRTimeline
Smith Partners Wealth Management, LLC4,940$228K0.21%13F-HRTimeline
CFC Planning Co LLC4,877$225K0.17%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,865$224K<0.01%-3713F-HRTimeline
Sunbelt Securities, Inc.4,759$219K0.01%+2213F-HRTimeline
Tortuga Wealth Management, Inc4,730$218K0.23%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,708$217K0.05%+1013F-HRTimeline
Navis Wealth Advisors, LLC4,707$217K0.09%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,698$216K0.01%+6713F-HRTimelineGroup
Prasad Wealth Partners, LLC4,696$216K0.06%+7313F-HRTimeline
EP Wealth Advisors, LLC4,692$216K<0.01%13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,688$216K0.13%013F-HRTimeline
Gilliland Jeter Wealth Management LLC4,650$214K0.06%-13013F-HRTimeline
Aprio Wealth Management, LLC4,594$212K0.01%new13F-HRTimeline
Financially in Tune, LLC4,557$210K0.2%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …4,419$207K0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors4,480$206K0.01%+213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,428$204K<0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,421$204K0.01%new13F-HRTimelineGroup
Gaddis Premier Wealth Advisors LLC4,404$203K0.15%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,395$203K<0.01%+37313F-HRTimelineGroup
Weaver Consulting Group4,387$202K0.05%013F-HRTimeline
Avior Wealth Management, LLC4,376$202K0.01%+2013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,056$187K0.05%-3,14813F-HRTimeline
Smartleaf Asset Management LLC4,020$187K0.01%+3,71513F-HRTimeline
BFSG, LLC3,646$168K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…3,441$159K0.16%013F-HRTimeline
Hilton Head Capital Partners, LLC3,366$155K0.09%13F-HRTimeline
TRUST CO OF VERMONT3,280$151K0.01%+8013F-HRTimeline
ORG Partners LLC3,259$150K0.03%013F-HRTimeline
Rialto Wealth Management, LLC3,160$146K0.03%013F-HRTimeline
Gen-Wealth Partners Inc3,120$144K0.05%-92113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.3,095$143K0.02%013F-HRTimeline
Darwin Wealth Management, LLC2,955$136K0.04%+713F-HRTimeline
Parallel Advisors, LLC2,683$124K<0.01%+1,39613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,600$120K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,377$110K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners2,402$109K0.03%+313F-HRTimeline
Asset Dedication, LLC2,350$108K0.01%013F-HRTimeline
Signature Equity Partners, LLC2,327$107K0.06%13F-HRTimeline
REAP Financial Group, LLC2,133$98.3K0.02%+513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$92.2K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,889$87K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,807$83.3K<0.01%-20013F-HRTimelineGroup
Compass Financial Services Inc1,757$81K0.03%+1213F-HRTimeline
Operose Advisors LLC1,755$80.9K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,719$79.2K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,640$75.6K<0.01%-15013F-HRTimeline
Washington Trust Advisors, Inc.1,625$74.9K0.01%013F-HRTimeline
Bravera Wealth1,605$74K0.04%13F-HRTimeline
OAKWORTH CAPITAL, INC.1,500$69.1K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,483$68K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.1,418$65.3K0.01%013F-HRTimeline
Caldwell Trust Co1,401$64.6K0.01%+19713F-HRTimeline
Midwest Capital Advisors, LLC1,398$64.4K0.03%-61313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,337$61.6K<0.01%-55313F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,245$57.4K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,243$57.3K<0.01%013F-HRTimelineGroup
Graney & King, LLC1,180$54.4K0.03%+813F-HRTimeline
Nemes Rush Group LLC1,175$54.1K0.01%+813F-HRTimeline
BOKF, NAin group BOKF, NA1,163$53.6K<0.01%-37413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,089$50.2K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,094$50K0.01%013F-HRTimeline
Pacifica Partners Inc.1,079$49.8K0.02%013F-HRTimeline
North Star Investment Management Corp.1,043$48K<0.01%-66113F-HRTimeline
Glen Eagle Advisors, LLC1,034$47.7K0.01%-6013F-HRTimeline
Accordant Advisory Group Inc1,016$46.8K0.03%013F-HRTimeline
Glassman Wealth Services991$45.7K0.01%013F-HRTimeline
Raleigh Capital Management Inc.971$44.7K0.02%+4213F-HRTimeline
FIRST HORIZON CORP948$43.7K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.870$40.1K<0.01%+40013F-HRTimelineGroup
Quaker Wealth Management, LLC838$38.6K0.01%+613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.651$30K<0.01%+27013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.650$30K0.08%013F-HRTimeline
Godfrey Financial Associates, Inc.644$29.7K0.03%13F-HRTimeline
Hilltop National Bank605$27.9K0.01%new13F-HRTimeline
SIGNATUREFD, LLC592$27.3K<0.01%+40213F-HRTimeline
Scarborough Advisors, LLC529$24.4K<0.01%+413F-HRTimeline
Truvestments Capital LLC519$23.9K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …510$23.5K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC483$22K<0.01%013F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.471$21.7K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.466$21.5K<0.01%013F-HRTimeline
Citizens National Bank Trust Department450$20.7K<0.01%013F-HRTimeline
Abound Wealth Management450$20.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC435$20K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC431$19.9K0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC425$19.6K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC356$16.4K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.352$16K0.02%13F-HRTimeline
Heritage Wealth Advisors336$15.5K<0.01%013F-HRTimeline
SFAM, LLC333$15.3K0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.331$15.2K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC315$14.5K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.309$14.2K<0.01%+313F-HRTimeline
Salomon & Ludwin, LLC271$12.6K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp254$12.4K0.02%new13F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…245$11.3K<0.01%new13F-HRTimeline
PFS Partners, LLC244$11.3K0.01%+213F-HRTimeline
Lodestone Wealth Management LLC243$11.2K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…237$10.9K<0.01%013F-HRTimelineGroup
SWAN Capital LLC234$10.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC228$10.6K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC200$9.22K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.200$9K<0.01%new13F-HRTimeline
Sterling Capital Management LLC178$8.2K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…155$7.14K<0.01%013F-HRTimeline
Millstone Evans Group, LLC150$6.91K<0.01%013F-HRTimeline
WHITTIER TRUST CO139$6.48K<0.01%+113F-HRTimeline
Luminist Capital LLC140$6.44K0.01%013F-HRTimeline
Redwood Park Advisors LLC125$5.76K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…120$5.53K<0.01%-45013F-HRTimeline
Comprehensive Financial Planning, Inc./…113$5.21K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC109$5K<0.01%013F-HRTimeline
Motiv8 Investments LLC100$5K<0.01%new13F-HRTimeline
CENTRAL TRUST Co105$4.84K<0.01%new13F-HRTimeline