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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

588 managers (596 13F filers) reported a position in FVD shares at 2024-12-31, 133,270,397 shares in all. 30 filers opened a position and 40 filers sold out during the quarter.

Managers
588
13F filers
596
New
30
Added
167
Reduced
253
Sold out
40
Shares held by filers
133,270,397

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY21,035,695$918M0.06%-356,04613F-HR/ATimelineGroup
LPL Financial LLC17,622,216$769M0.31%+60,71213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,348,602$321M0.03%+199,99313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,698,083$292M0.11%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,662,012$291M0.07%-315,23813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,876,116$213M0.05%+296,07613F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,152,107$181M0.04%-125,57513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,882,042$169M0.04%-116,49013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,600,712$157M-339,503Timeline
COMMONWEALTH EQUITY SERVICES, LLC2,741,625$120M0.17%+1,34213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,298,044$100M0.1%-120,45813F-HRTimelineGroup
Cetera Investment Advisers2,048,309$89.4M0.19%-28,71213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,880,006$82M0.01%+842,63113F-HRTimelineGroup
HighTower Advisors, LLC1,841,137$80.3M0.11%+10,41913F-HRTimeline
Cambridge Investment Research Advisors,…1,654,142$72.2M0.24%+24,36113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,608,896$70.2M0.16%-247,16113F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,376,053$60.1M0.09%-99,06913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,327,937$58M+621Timeline
Private Advisor Group, LLC1,235,546$53.9M0.3%-16,15213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,143,859$49.9M0.1%+5,75213F-HRTimelineGroup
Trilogy Capital Inc.1,119,638$48.9M2.51%-3,39513F-HRTimeline
Prospera Financial Services Inc824,842$36M0.84%-14,35913F-HRTimeline
New England Private Wealth Advisors LLC763,935$33.3M5.28%-4,96413F-HRTimeline
HARBOUR INVESTMENTS, INC.755,369$33M0.95%-8,84613F-HRTimeline
Janney Montgomery Scott LLC643,714$28.1M0.08%-14,71113F-HRTimeline
Intellus Advisors LLC633,407$27.6M4.78%13F-HRTimeline
Larson Financial Group LLC584,711$25.5M1.32%+98,83713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.543,545$23.7M0.15%+26,82613F-HRTimeline
MML INVESTORS SERVICES, LLC510,085$22.3M0.08%-1,69913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC508,280$22.2M5.83%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC502,811$21.9M0.31%+13,91913F-HRTimelineGroup
PARK NATIONAL CORP /OH/491,225$21.4M0.79%-2,43613F-HRTimeline
D.A. DAVIDSON & CO.477,907$20.9M0.17%+14,17513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…468,124$20.4M0.02%-6,10713F-HRTimelineGroup
Golden State Wealth Management, LLC464,135$20.3M3.03%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…455,697$19.9M0.01%-2,38213F-HRTimelineGroup
Petix & Botte Co450,777$19.7M5.17%-140,42613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC450,497$19.7M0.02%-21,41313F-HRTimelineGroup
Atria Wealth Solutions, Inc.447,755$19.5M0.21%-68,83713F-HRTimeline
Mariner, LLCin group Mariner, LLC444,065$19.4M0.03%+25,21213F-HRTimelineGroup
BEACON FINANCIAL GROUP438,779$19.1M2.06%-21,84413F-HRTimeline
IFG Advisory, LLC430,807$18.8M1.07%-17,50513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding392,236$17.1M-96,379Timeline
NewEdge Advisors, LLC364,102$15.9M0.1%+15,37613F-HRTimeline
Independent Advisor Alliance354,509$15.5M0.2%+167,94313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…353,270$15.4M0.03%+71,98813F-HR/ATimeline
Steward Partners Investment Advisory, L…315,919$13.8M0.12%-2,04113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…310,830$13.6M0.04%+47013F-HRTimelineGroup
BostonPremier Wealth LLC309,815$13.5M8.19%13F-HRTimeline
Hobart Private Capital, LLC293,236$12.8M3.18%+51,83813F-HRTimeline
Sanctuary Advisors, LLC283,907$12.7M0.08%-1,78613F-HRTimeline
Kaye Capital Management284,807$12.4M5.64%+79913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK283,723$12.4M0.08%-93013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\280,587$12.2M0.02%+41713F-HRTimelineGroup
CWM, LLCin group CWM, LLC278,684$12.2M0.05%-6,91213F-HRTimelineGroup
Rehmann Capital Advisory Group268,798$11.7M0.74%-14,74813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED260,916$11.3M1.05%+66013F-HRTimeline
Apexium Financial, LP259,953$11.3M0.69%-11,07113F-HRTimeline
Prosperity Consulting Group, LLC255,867$11.2M0.84%+37,67613F-HRTimeline
WealthCare Investment Partners, LLC255,533$11.1M4.84%+1,81313F-HRTimeline
Beacon Financial Advisory LLC248,323$10.8M3.52%-7613F-HRTimeline
Claris Financial LLC245,128$10.7M7.03%13F-HRTimeline
IFP Advisors, Inc233,991$10.2M0.33%-3,81113F-HRTimeline
BLAIR WILLIAM & CO/IL226,250$9.87M0.03%-30013F-HRTimeline
PCG Wealth Advisors, LLC223,265$9.74M3.6%-1,83213F-HRTimeline
Holistic Financial Partners218,998$9.56M4.75%+11,69913F-HRTimeline
Integrated Wealth Concepts LLC217,901$9.51M0.11%-4,94513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP213,607$9.32M0.01%+104,29513F-HRTimelineGroup
OBSIDIAN CIO, LLC211,591$9.23M1.69%-4,16713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…205,527$8.97M0.24%-2,77213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC205,207$8.96M0.02%-43,21013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC198,157$8.65M2.15%+3,42913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.189,721$8.28M0.08%-6,51413F-HRTimelineGroup
1ST SOURCE BANK185,521$8.1M0.46%-13,79613F-HRTimeline
World Investment Advisors182,532$7.97M0.22%+35,18613F-HRTimeline
BlueChip Wealth Advisors LLC181,241$7.91M4.39%+7,54313F-HRTimeline
UNIONVIEW, LLC179,632$7.85M5.75%-53713F-HRTimeline
Gateway Wealth Partners, LLC177,734$7.76M2.01%+20,89113F-HRTimeline
Clear Creek Financial Management, LLC174,286$7.61M0.82%+34713F-HRTimeline
Concentrum Wealth Management173,480$7.57M2.66%+16,80313F-HRTimeline
Crumly & Associates Inc.170,405$7.44M2.03%-22113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …167,007$7.29M0.11%+1,23213F-HRTimelineGroup
Atria Investments, Inc165,286$7.21M0.09%+16,24413F-HRTimeline
FLOW TRADERS U.S. LLC163,704$7.14M0.28%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC161,433$7.04M4.39%-162,04113F-HRTimeline
Pine Valley Investments Ltd Liability Co159,902$6.98M0.46%+1,13013F-HRTimeline
Beacon Pointe Advisors, LLC158,723$6.93M0.08%-1,60913F-HRTimeline
Strategic Family Wealth Counselors, L.L…157,333$6.87M2.24%+1,62513F-HRTimeline
Orion Porfolio Solutions, LLC155,598$6.79M0.07%-5,45013F-HRTimeline
Orion Portfolio Solutions, LLC155,598$6.79M0.07%-5,45013F-HRTimeline
Harvest Investment Services, LLC152,777$6.67M1.63%+23613F-HRTimeline
IHT Wealth Management, LLC150,945$6.59M0.21%-22,05113F-HRTimeline
Coppell Advisory Solutions LLC150,380$6.58M0.92%-33,31313F-HRTimeline
AE Wealth Management LLC150,437$6.57M0.06%-117,99013F-HRTimeline
WEDBUSH SECURITIES INC148,414$6.48M0.23%-45,45113F-HRTimeline
Allworth Financial LP142,507$6.3M0.03%-17,22913F-HRTimeline
DHJJ Financial Advisors, Ltd.142,914$6.24M2.43%-4,77513F-HRTimeline
Cherry Creek Investment Advisors, Inc.142,044$6.2M3.05%-92313F-HRTimeline
Moment Partners, LLC140,396$6.13M1.17%13F-HRTimeline
Atlas Legacy Advisors, LLC139,433$6.08M1.47%13F-HRTimeline
Proactive Wealth Strategies LLC136,471$5.96M3.1%-32,33113F-HRTimeline
1776 Wealth LLC136,273$5.95M2.73%-41113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …134,220$5.86M0.16%-18,48213F-HRTimelineGroup
Snowden Capital Advisors LLC133,294$5.82M0.18%+17,49013F-HRTimeline
CLG LLC127,175$5.55M1.98%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC125,527$5.48M<0.01%-18,08613F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding125,453$5.47M-14,992Timeline
Towerpoint Wealth, LLC124,788$5.45M2.67%+1,38613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.121,681$5.31M0.29%-14,54013F-HR/ATimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.120,690$5.27M2.11%+2,37913F-HRTimeline
GPS Wealth Strategies Group, LLC119,806$5.23M0.67%+38,59113F-HRTimeline
Wagner Wealth Management, LLC119,579$5.22M1.35%-13013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding119,452$5.21M-17,430Timeline
Kraft, Davis & Associates, LLC116,248$5.17M1.47%-5,77513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS117,300$5.12M<0.01%+90,52713F-HRTimelineGroup
BALANCED WEALTH GROUP LLC114,520$5.09M2.29%-2,80513F-HRTimeline
Western Wealth Management, LLC115,606$5.05M0.33%-76013F-HR/ATimeline
Arkadios Wealth Advisors111,827$4.88M0.27%-1,74713F-HRTimeline
Evelyn Partners Investment Management (…109,749$4.79M1.74%13F-HRTimeline
Sigma Planning Corp109,579$4.78M0.15%+11,46513F-HRTimeline
Ballew Advisors, Inc111,415$4.78M3.05%+3,22313F-HRTimeline
Family Capital Management, Inc.107,881$4.71M2.84%-2,43813F-HRTimeline
BARRETT & COMPANY, INC.104,438$4.56M1.92%+4,76713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC104,292$4.55M3.47%-5,34913F-HRTimeline
Cornerstone Wealth Management, LLC104,135$4.54M0.31%-5,85013F-HRTimeline
Treasure Coast Financial Planning103,441$4.51M2.97%-4,83713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC103,360$4.51M2.07%+1,92213F-HRTimeline
Kovack Advisors, Inc.102,342$4.47M0.44%-3613F-HRTimeline
&PARTNERS100,608$4.39M0.05%+4,34513F-HRTimeline
Southland Equity Partners LLC99,642$4.35M1.01%-50213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…97,785$4.27M0.11%-10,23313F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC96,638$4.22M3.58%13F-HRTimeline
Mutual Advisors, LLC95,027$4.18M0.12%+7,58513F-HRTimeline
Chicago Partners Investment Group LLC95,883$4.16M0.14%-4,61513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC95,218$4.16M0.39%-1,19613F-HRTimeline
B. Riley Wealth Advisors, Inc.94,264$4.11M0.13%-11,05113F-HRTimeline
Stablepoint Partners, LLC93,538$4.08M0.75%+18,31113F-HRTimeline
Advisory Alpha, LLC93,161$4.07M0.14%-31,88813F-HRTimeline
Valmark Advisers, Inc.91,922$4.01M0.06%+10613F-HRTimeline
Goldstein Advisors, LLC90,604$3.95M0.57%-19513F-HRTimeline
Intrua Financial, LLC89,240$3.89M0.63%+10,46913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp88,446$3.86M<0.01%-57,77013F-HRTimelineGroup
KPP Advisory Services LLC86,300$3.77M0.89%-2,10313F-HRTimeline
Kingsview Wealth Management, LLC85,723$3.74M0.07%-34613F-HRTimeline
Kaydan Wealth Management, Inc.82,650$3.61M1.2%+1,99413F-HRTimeline
Financial Advocates Investment Manageme…82,087$3.58M0.2%-34,88613F-HRTimeline
Secure Asset Management, LLC82,078$3.58M0.54%+2,05813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC81,968$3.58M2.56%-5,08113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC79,275$3.46M0.11%+13,14413F-HRTimeline
PFG Advisors78,838$3.44M0.21%+34,45813F-HRTimeline
Simplicity Wealth,LLC78,772$3.44M0.72%+3,87013F-HRTimeline
COZAD ASSET MANAGEMENT INC78,234$3.41M0.32%-15413F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC77,571$3.39M3.35%-96013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.76,965$3.36M1.52%+1,26613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…76,743$3.33M0.28%-3,427,77413F-HRTimeline
Elevated Capital Advisors, LLC75,906$3.31M0.9%-1,37313F-HRTimeline
RVW Wealth, LLC74,477$3.25M0.3%-6,28213F-HRTimeline
Next Level Private LLC73,500$3.21M1.29%+36613F-HRTimeline
Geneos Wealth Management Inc.73,107$3.19M0.11%+3,39613F-HRTimeline
OneDigital Investment Advisors LLC72,566$3.17M0.04%+11,28113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…71,945$3.14M0.52%-13,76513F-HRTimeline
COMERICA BANK71,605$3.12M0.01%-1,89713F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…70,699$3.09M0.04%-64113F-HRTimelineGroup
Advance Capital Management, Inc.69,701$3.04M0.14%-2,10613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,313$3.02M0.07%-4,34813F-HRTimelineGroup
Waverly Advisors, LLC66,557$2.9M0.04%-5,42313F-HRTimeline
CRUX WEALTH ADVISORS66,250$2.89M1.61%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC65,678$2.87M1.45%-1,85713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …64,421$2.81M0.24%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.63,976$2.79M0.11%-32713F-HRTimeline
ERn Financial, LLC63,911$2.79M0.42%-2,38313F-HRTimeline
First Heartland Consultants, Inc.63,663$2.78M0.28%+17,42813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC63,456$2.77M0.15%+54,52513F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC63,342$2.76M3.01%13F-HRTimeline
Perennial Investment Advisors, LLC62,705$2.74M0.32%-10,64713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding61,527$2.69M+3,410Timeline
Continuum Advisory, LLC61,416$2.68M0.34%+2,93313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC58,631$2.67M1.57%13F-HRTimeline
Ausdal Financial Partners, Inc.60,974$2.66M0.23%-17,29113F-HRTimeline
NWAM LLC60,119$2.62M0.16%+21,68213F-HRTimeline
Strategic Blueprint, LLC60,076$2.62M0.16%+1,23313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC60,070$2.62M0.06%-3,02513F-HRTimelineGroup
Claro Advisors Inc.56,690$2.47M0.33%-2,48913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,610$2.47M0.03%-4,76513F-HRTimelineGroup
TFG Advisers LLC56,268$2.46M0.88%-1,04513F-HRTimeline
Olde Wealth Management, LLC54,200$2.37M0.84%-35113F-HRTimeline
Sovran Advisors, LLC54,612$2.36M0.34%13F-HRTimeline
Medallion Wealth Advisors, LLC53,005$2.35M1.16%13F-HRTimeline
Solano Wealth Investment Advisors LLC51,527$2.25M1.35%13F-HRTimeline
PURSUE WEALTH PARTNERS LLC50,671$2.21M1.27%013F-HRTimeline
Finward Bancorp50,488$2.2M1.91%13F-HRTimeline
Pacific Sun Financial Corp49,804$2.17M1.18%-34013F-HRTimeline
MAI Capital Management49,762$2.17M0.02%+14613F-HRTimeline
Laurel Wealth Planning LLC48,190$2.1M1.36%-1,69113F-HRTimeline
Gladstone Institutional Advisory LLC47,998$2.09M0.1%-10,48813F-HRTimeline
Midwest Financial Network, LLC47,532$2.07M2.16%13F-HRTimeline
NewEdge Wealth, LLC47,473$2.07M0.04%+18,32313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.47,438$2.07M0.6%-1,88213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management47,136$2.06M0.06%-1,57213F-HRTimelineGroup
Accel Wealth Management46,416$2.03M0.77%-2,81313F-HRTimeline