Skip to content

FVD FIRST TR EXCHANGE-TRADED FD

Follow

SHS (fund)

629 managers (642 13F filers) reported a position in FVD shares at 2026-06-30, 107,004,569 shares in all. 37 filers opened a position and 29 filers sold out during the quarter.

Managers
629
13F filers
642
New
37
Added
188
Reduced
300
Sold out
29
Shares held by filers
107,004,569

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Lodestone Wealth Management LLC243$11.7K<0.01%013F-HRTimeline
SWAN Capital LLC234$11.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.200$10K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.188$9.04K<0.01%+113F-HRTimeline
Sterling Capital Management LLC178$8.58K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…155$7.47K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC148$7.13K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC147$7.08K<0.01%new13F-HRTimeline
WHITTIER TRUST CO141$6.92K<0.01%+113F-HRTimeline
Luminist Capital LLC140$6.74K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.136$6.53K<0.01%new13F-HRTimeline
Downshift Financial, LLC135$6.5K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC126$6.23K<0.01%013F-HRTimeline
Hughes Financial Services, LLC127$6.12K<0.01%-18813F-HRTimeline
Redwood Park Advisors LLC125$6.02K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…113$5.44K<0.01%013F-HRTimeline
CENTRAL TRUST Co105$5.06K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.105$5.06K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC104$5.01K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC109$5K<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.103$4.96K<0.01%-9913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…77$3.72K<0.01%+113F-HRTimeline
Eukles Asset Management61$2.94K<0.01%013F-HRTimeline
Key Capital Management, INC51$2.46K<0.01%-1613F-HRTimeline
Front Row Advisors LLC25$1.26K<0.01%013F-HRTimeline
Strive Financial Group ,LLC25$1.21K<0.01%013F-HR/ATimeline
Main Street Group, LTD5$241<0.01%-83013F-HRTimeline
Fourth Dimension Wealth, LLC3$145<0.01%013F-HRTimeline
Kozak & Associates, Inc.1$28<0.01%new13F-HRTimeline