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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
Autumn Glory Partners, LLC8,240$388K0.14%+2113F-HRTimeline
Rossby Financial, LCC8,204$387K0.08%+87213F-HRTimeline
CHOREO, LLC8,195$385K<0.01%013F-HRTimeline
DB&C Advisors, LLC8,165$384K0.5%-38413F-HRTimeline
Curi Capital, LLC8,025$377K0.01%013F-HRTimeline
Bison Wealth, LLC8,010$375K0.04%+40413F-HRTimeline
Balefire, LLC7,948$374K0.07%-4,30713F-HRTimeline
Milestones Private Investment Advisors …7,878$371K0.33%-2,08413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC7,848$369K0.14%+113F-HRTimeline
Weitzel Financial Services, Inc.7,800$367K0.14%+15513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,775$366K0.02%+10113F-HRTimeline
PSI Advisors, LLC7,700$362K0.09%-71013F-HRTimeline
Camelot Portfolios, LLC7,691$362K0.27%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,688$362K0.03%+4213F-HRTimeline
Aptus Capital Advisors, LLC7,670$361K<0.01%-36813F-HRTimeline
Ashton Thomas Private Wealth, LLC7,653$360K0.01%-65013F-HRTimeline
Stonebridge Financial Planning Group, L…7,493$352K0.13%-20713F-HRTimeline
Pure Financial Advisors, LLC7,332$345K<0.01%013F-HRTimeline
GeoWealth Management, LLC7,324$344K0.01%-1,29213F-HRTimeline
Beaton Management Co. Inc.7,199$339K0.15%013F-HRTimeline
Synergy Investment Management, LLC7,145$336K0.11%-6,02413F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,115$335K0.05%-2,65013F-HRTimeline
HB Wealth Management, LLC7,060$332K<0.01%+1613F-HRTimeline
Balboa Wealth Partners7,047$331K0.06%-89113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,045$331K0.01%-3913F-HRTimeline
DAVENPORT & Co LLC7,032$331K<0.01%-75013F-HRTimeline
Schrum Private Wealth Management LLC7,009$330K0.25%013F-HRTimeline
BRIGHTON JONES LLC6,909$325K0.01%new13F-HR/ATimeline
Redwood Financial Network Corp6,849$322K0.21%+18413F-HRTimeline
WealthPLAN Partners, LLC6,838$322K0.06%-23313F-HRTimeline
N.E.W. Advisory Services LLC6,759$318K0.02%-30,76313F-HRTimeline
Intelligence Driven Advisers, LLC6,732$317K0.06%013F-HRTimeline
IAG Wealth Partners, LLC6,719$316K0.04%-1,15013F-HRTimeline
Benson Wealth Management INC6,713$316K0.43%+113F-HRTimeline
Root Financial Partners, LLC6,551$308K0.01%-1,22613F-HRTimeline
HUB Investment Partners, LLC6,547$308K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.6,538$307K0.09%-2313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,512$306K<0.01%new13F-HRTimelineGroup
Opal Wealth Advisors, LLC6,433$303K0.07%-50213F-HRTimeline
RDA Financial Network6,413$302K0.08%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC6,391$301K0.13%-2,09613F-HRTimeline
LexAurum Advisors, LLC6,330$298K0.04%13F-HRTimeline
Moors & Cabot, Inc.6,319$297K0.01%+813F-HRTimeline
Clearstead Advisors, LLC6,311$297K<0.01%+513F-HRTimeline
OMNI 360 Wealth, Inc.6,307$297K0.15%-3,15013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,234$293K0.03%new13F-HRTimeline
United Advisor Group, LLC6,213$292K0.04%+26313F-HRTimeline
Csenge Advisory Group6,171$290K0.01%new13F-HRTimeline
Gratus Wealth Advisors, LLC6,158$290K0.04%013F-HRTimeline
Accelerate Investment Advisors LLC6,146$289K0.19%-32013F-HRTimeline
Hilltop Partners LLC6,127$288K0.07%013F-HRTimeline
Cyndeo Wealth Partners, LLC6,059$285K0.01%+1113F-HRTimeline
Ballast Rock Private Wealth LLC6,037$284K0.16%+1513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,021$283K0.01%+1013F-HRTimeline
Advisory Advocates, LLC6,017$283K0.29%+113F-HRTimeline
GUERRA PAN ADVISORS, LLC5,978$281K0.17%-1,15013F-HRTimeline
EP Wealth Advisors, LLC5,950$280K<0.01%+1,25813F-HRTimeline
Main Street Financial Solutions, LLC5,936$279K0.02%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,864$276K0.02%-79013F-HRTimeline
Old Mission Investment Co LLC5,847$275K0.06%+2713F-HRTimeline
Core Wealth Partners LLC5,813$273K0.13%+313F-HRTimeline
Variant Private Wealth, LLC5,802$273K0.33%+2013F-HRTimeline
Commonwealth Financial Services, LLC5,785$272K0.04%013F-HRTimeline
KFA Private Wealth Group, LLC5,765$271K0.07%013F-HRTimeline
Oxler Private Wealth LLC5,686$267K0.08%+3113F-HRTimeline
Peak Financial Management, Inc.5,630$265K0.07%-26213F-HRTimeline
Crestwood Advisors Group, LLC5,620$264K<0.01%013F-HRTimeline
Maltin Wealth Management, Inc.5,615$264K0.1%013F-HRTimeline
TIAAgroup of 3 filers holding5,555$261K-1,384Timeline
WealthTrust Asset Management, LLC5,478$258K0.15%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC5,563$256K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,434$256K0.09%+19913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,367$252K<0.01%+31213F-HRTimelineGroup
Avantax Planning Partners, Inc.5,365$252K0.01%-82513F-HRTimeline
Total Clarity Wealth Management, Inc.5,353$252K0.06%+8013F-HRTimeline
Skyline Advisors, Inc.5,350$252K0.09%+1713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,301$252K<0.01%+88213F-HRTimelineGroup
Uniting Wealth Partners, LLC5,337$251K0.05%013F-HRTimeline
Nilsine Partners, LLC5,231$249K0.02%-27513F-HRTimeline
Whelan Financial5,293$249K0.08%013F-HRTimeline
FSM Wealth Advisors, LLC5,285$249K0.03%-15213F-HRTimeline
Prasad Wealth Partners, LLC5,159$243K0.07%+46313F-HRTimeline
Hershey Financial Advisers, LLC5,118$241K0.21%new13F-HRTimeline
Facet Wealth, Inc.5,017$236K<0.01%-55313F-HRTimeline
SeaCrest Wealth Management, LLC4,991$235K0.03%-113F-HRTimeline
Smith Partners Wealth Management, LLC4,940$232K0.21%013F-HRTimeline
Axiom Investment Management LLC4,923$232K0.18%13F-HRTimeline
Sound Income Strategies, LLC4,908$231K0.01%-92013F-HRTimeline
Navis Wealth Advisors, LLC4,878$229K0.12%+17113F-HRTimeline
CFC Planning Co LLC4,877$229K0.17%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,870$229K<0.01%+513F-HRTimeline
Van Diest Capital, LLC4,817$227K0.18%-31413F-HRTimeline
Avior Wealth Management, LLC4,812$226K0.01%+43613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,688$225K0.13%013F-HRTimeline
Sunbelt Securities, Inc.4,777$225K0.01%+1813F-HRTimeline
Platt Wealth Management LLC4,766$224K0.22%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,715$222K0.05%+713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,699$221K0.01%+113F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC4,657$219K0.06%+713F-HRTimeline
Aprio Wealth Management, LLC4,620$217K0.01%+2613F-HRTimeline
Tortuga Wealth Management, Inc4,595$216K0.2%-13513F-HRTimeline
Financially in Tune, LLC4,557$214K0.18%013F-HRTimeline
Visionary Wealth Advisors4,552$214K0.01%+7213F-HRTimeline
Trilogy Capital Inc.4,445$209K0.01%-1,45413F-HRTimeline
Gaddis Premier Wealth Advisors LLC4,404$207K0.15%013F-HRTimeline
White Knight Strategic Wealth Advisors,…4,378$206K0.17%-78213F-HRTimeline
Avise Financial Cooperative, Inc.4,322$203K0.17%-2,35313F-HRTimeline
Signature Wealth Management Group4,272$201K0.08%new13F-HRTimeline
Barnes Dennig Private Wealth Management…3,441$162K0.16%013F-HRTimeline
Hilton Head Capital Partners, LLC3,366$158K0.09%013F-HRTimeline
Rialto Wealth Management, LLC3,160$149K0.03%013F-HRTimeline
Smartleaf Asset Management LLC3,177$148K0.01%-84313F-HRTimeline
Gen-Wealth Partners Inc3,120$147K0.05%013F-HRTimeline
Darwin Wealth Management, LLC2,966$140K0.04%+1113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,600$122K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC2,550$120K0.01%new13F-HRTimeline
Accordant Advisory Group Inc2,364$111K0.07%+1,34813F-HRTimeline
Signature Equity Partners, LLC2,345$110K0.06%+1813F-HRTimeline
Keating Financial Advisory Services, In…2,338$110K0.02%-51,14913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,153$101K0.01%-94213F-HRTimeline
Coston, McIsaac & Partners2,133$100K0.02%-26913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$94.7K<0.01%013F-HRTimeline
BFSG, LLC1,923$90.4K0.01%-1,72313F-HRTimeline
Glass Jacobson Investment Advisors llc1,889$88.8K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,807$85K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,770$83.7K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC1,755$82.5K0.02%013F-HRTimeline
REAP Financial Group, LLC1,748$82.2K0.02%-38513F-HRTimeline
Wilmington Savings Fund Society, FSB1,719$80.8K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,666$78.4K<0.01%13F-HRTimelineGroup
Washington Trust Advisors, Inc.1,625$76.4K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,608$75.6K+1,371Timeline
Bravera Wealth1,605$75.5K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,500$70.5K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,483$69.7K<0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.1,483$69.7K0.01%+1,01713F-HRTimeline
Crews Bank & Trust1,457$68.5K0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,420$66.8K<0.01%-22013F-HRTimeline
Center for Financial Planning, Inc.1,418$66.7K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC1,398$65.7K0.03%013F-HRTimeline
Caldwell Trust Co1,359$63.9K0.01%-4213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,245$58.6K<0.01%013F-HRTimelineGroup
Graney & King, LLC1,187$55.8K0.03%+713F-HRTimeline
Abound Wealth Management1,182$55.6K0.01%+73213F-HRTimeline
Nemes Rush Group LLC1,181$55.6K0.01%+613F-HRTimeline
BOKF, NAin group BOKF, NA1,163$54.7K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,140$53.6K<0.01%+48913F-HRTimelineGroup
Parkside Financial Bank & Trust1,094$51.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,089$51.2K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,094$51K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.1,075$50.6K0.04%new13F-HRTimeline
North Star Investment Management Corp.1,048$49.3K<0.01%+513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,043$49.1K<0.01%-20013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,039$48.8K0.01%+513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,031$48K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glassman Wealth Services991$46.6K0.01%013F-HRTimeline
Raleigh Capital Management Inc.976$45.9K0.02%+513F-HRTimeline
BALLAST ADVISORS LLC925$43.5K0.01%new13F-HR/ATimeline
Quaker Wealth Management, LLC842$39.6K0.01%+413F-HRTimeline
Main Street Group, LTD835$39.3K0.01%new13F-HRTimeline
Security National Bank823$38.7K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…725$34.1K<0.01%-61213F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.650$30.6K0.09%013F-HRTimeline
Godfrey Financial Associates, Inc.644$30.3K0.03%013F-HRTimeline
My Portfolio Guide, LLC632$29.7K0.02%13F-HRTimeline
Hilltop National Bank605$28.5K0.01%013F-HRTimeline
SIGNATUREFD, LLC592$27.9K<0.01%013F-HRTimeline
Scarborough Advisors, LLC532$25K<0.01%+313F-HRTimeline
Truvestments Capital LLC519$24.4K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …510$24K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.500$23.6K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC500$23.5K<0.01%new13F-HRTimeline
Asset Dedication, LLC498$23.4K<0.01%-1,85213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC483$23K<0.01%013F-HRTimelineGroup
Park Place Capital Corp489$23K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC483$22.7K0.01%new13F-HRTimeline
Citizens National Bank Trust Department450$21.2K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC450$21.2K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC435$20.5K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC431$20.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.420$19.8K0.02%-5113F-HRTimeline
PlanVest Financial, Inc413$19.4K0.01%13F-HRTimeline
Smithfield Trust Co400$19K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC356$16.7K<0.01%013F-HRTimeline
Copia Wealth Management347$16.3K0.01%new13F-HRTimeline
Heritage Wealth Advisors336$15.8K<0.01%013F-HRTimeline
SFAM, LLC333$15.7K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.330$15.5K<0.01%-113F-HRTimelineGroup
Hughes Financial Services, LLC315$14.8K<0.01%013F-HRTimeline
RMG Wealth Management LLC300$14.1K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC271$12.8K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp256$12.2K0.01%+213F-HR/ATimeline
PFS Partners, LLC245$11.5K0.01%+113F-HRTimeline
Lodestone Wealth Management LLC243$11.4K<0.01%013F-HR/ATimeline
SWAN Capital LLC234$11K<0.01%013F-HRTimeline
Mosley Wealth Management208$9.62K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.202$9.5K<0.01%+10413F-HRTimeline
Plante Moran Financial Advisors, LLC200$9.41K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.200$9K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.187$8.77K<0.01%-12213F-HRTimeline