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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
MORGAN STANLEYin group MORGAN STANLEY19,975,872$891M0.06%-1,059,82313F-HRTimelineGroup
LPL Financial LLC17,658,134$787M0.31%+35,91813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,676,081$298M0.03%-672,52113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,281,812$280M0.11%-416,27113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,262,572$279M0.07%-399,44013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,821,901$214M0.06%-54,21513F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,969,158$177M0.04%-182,94913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,771,838$168M0.04%-110,20413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,554,471$158M-46,241Timeline
COMMONWEALTH EQUITY SERVICES, LLC3,089,246$138M0.19%+347,62113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,569,740$115M0.26%+960,84413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,263,274$101M0.11%-34,77013F-HRTimelineGroup
Cetera Investment Advisers2,040,355$91M0.18%-7,95413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,000,756$89.2M0.01%+120,75013F-HRTimelineGroup
HighTower Advisors, LLC1,825,391$81.4M0.11%-15,74613F-HRTimeline
Cambridge Investment Research Advisors,…1,598,203$71.3M0.24%-55,93913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,358,615$60.6M0.1%-17,43813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,299,698$58M-28,239Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,102,500$49.2M0.09%-41,35913F-HRTimelineGroup
Private Advisor Group, LLC1,028,744$45.9M0.28%-206,80213F-HRTimeline
Prospera Financial Services Inc839,426$37.4M0.86%+14,58413F-HRTimeline
New England Private Wealth Advisors LLC758,187$33.8M5.23%-5,74813F-HRTimeline
HARBOUR INVESTMENTS, INC.679,536$30.3M0.87%-75,83313F-HRTimeline
Intellus Advisors LLC647,659$28.9M5.05%+14,25213F-HRTimeline
Janney Montgomery Scott LLC604,896$27M0.08%-38,81813F-HRTimeline
Larson Financial Group LLC597,913$26.7M1.27%+13,20213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC547,013$24.3M4.66%+38,73313F-HRTimeline
MML INVESTORS SERVICES, LLC512,718$22.9M0.08%+2,63313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.507,807$22.6M0.14%-35,73813F-HRTimeline
PARK NATIONAL CORP /OH/484,690$21.6M0.79%-6,53513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC478,177$21.3M0.3%-24,63413F-HRTimelineGroup
D.A. DAVIDSON & CO.463,249$20.7M0.17%-14,65813F-HRTimeline
Golden State Wealth Management, LLC460,220$20.5M3.05%-3,91513F-HR/ATimeline
Mariner, LLCin group Mariner, LLC458,595$20.4M0.03%+14,53013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC450,122$20.1M0.02%-37513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…437,262$19.5M0.01%-18,43513F-HRTimelineGroup
Atria Wealth Solutions, Inc.425,908$19M0.23%-21,84713F-HRTimeline
BEACON FINANCIAL GROUP421,511$18.8M2.05%-17,26813F-HRTimeline
IFG Advisory, LLC415,558$18.5M1.03%-15,24913F-HRTimeline
Petix & Botte Co409,745$18.3M4.81%-41,03213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding359,631$16M-32,605Timeline
NewEdge Advisors, LLC358,362$16M0.09%-5,74013F-HRTimeline
BostonPremier Wealth LLC343,769$15.3M9.52%+33,95413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…330,904$14.8M0.03%-22,36613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP326,927$14.5M0.01%+113,32013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…312,917$14M0.01%-155,20713F-HRTimelineGroup
Steward Partners Investment Advisory, L…310,812$13.9M0.12%-5,10713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…307,149$13.7M0.03%-3,68113F-HRTimelineGroup
Hobart Private Capital, LLC296,484$13.2M3.31%+3,24813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\286,054$12.8M0.02%+5,46713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK283,723$12.7M0.08%013F-HRTimelineGroup
Kaye Capital Management283,225$12.6M5.15%-1,58213F-HRTimeline
Rehmann Capital Advisory Group275,194$12.3M0.77%+6,39613F-HRTimeline
CWM, LLCin group CWM, LLC266,163$11.9M0.05%-12,52113F-HRTimelineGroup
WealthCare Investment Partners, LLC270,585$11.5M4.87%+15,05213F-HRTimeline
Apexium Financial, LP250,835$11.2M0.67%-9,11813F-HRTimeline
Prosperity Consulting Group, LLC249,246$11.1M0.86%-6,62113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED249,651$11M1.03%-11,26513F-HR/ATimeline
Geneos Wealth Management Inc.244,040$10.9M0.16%+170,93313F-HRTimeline
Beacon Financial Advisory LLC241,108$10.8M3.26%-7,21513F-HRTimeline
Claris Financial LLC245,128$10.7M7.03%013F-HRTimeline
Integrated Wealth Concepts LLC235,957$10.5M0.12%+18,05613F-HRTimeline
Sanctuary Advisors, LLC235,127$10.5M0.07%-48,78013F-HRTimeline
Holistic Financial Partners230,765$10.3M4.96%+11,76713F-HRTimeline
BLAIR WILLIAM & CO/IL214,112$9.55M0.03%-12,13813F-HRTimeline
IFP Advisors, Inc210,330$9.38M0.29%-23,66113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…209,150$9.33M0.23%+3,62313F-HRTimelineGroup
BlueChip Wealth Advisors LLC204,553$9.12M4.48%+23,31213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC202,745$9.04M0.02%-2,46213F-HRTimelineGroup
Solano Wealth Investment Advisors LLC200,286$8.93M5.53%+148,75913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC194,783$8.69M2.22%-3,37413F-HRTimelineGroup
PCG Wealth Advisors, LLC192,697$8.59M3%-30,56813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.189,617$8.46M0.08%-10413F-HRTimelineGroup
1ST SOURCE BANK187,521$8.36M0.49%+2,00013F-HRTimeline
Concentrum Wealth Management186,858$8.33M3.09%+13,37813F-HRTimeline
Creative Planningin group Creative Planning186,381$8.31M0.01%+150,23313F-HRTimelineGroup
Gateway Wealth Partners, LLC176,164$7.86M1.76%-1,57013F-HRTimeline
Crumly & Associates Inc.170,006$7.58M2.09%-39913F-HRTimeline
Independent Advisor Alliance169,961$7.58M0.25%-184,54813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …162,388$7.24M0.11%-4,61913F-HRTimelineGroup
Clear Creek Financial Management, LLC159,875$7.13M0.74%-14,41113F-HRTimeline
Beacon Pointe Advisors, LLC159,405$7.11M0.08%+68213F-HRTimeline
Strategic Family Wealth Counselors, L.L…158,403$7.06M2.3%+1,07013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC157,777$7.04M4.37%+99,14613F-HRTimeline
Cherry Creek Investment Advisors, Inc.157,347$7.02M3.65%+15,30313F-HRTimeline
Harvest Investment Services, LLC157,031$7M1.95%+4,25413F-HRTimeline
Caliber Wealth Management, LLC / KS156,766$6.99M0.95%13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC156,182$6.96M4.11%-5,25113F-HRTimeline
WEDBUSH SECURITIES INC154,560$6.89M0.25%+6,14613F-HRTimeline
Orion Porfolio Solutions, LLC153,310$6.84M0.07%-2,28813F-HRTimeline
Orion Portfolio Solutions, LLC153,310$6.84M0.07%-2,28813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC152,245$6.79M<0.01%+26,71813F-HR/ATimelineGroup
Pine Valley Investments Ltd Liability Co150,249$6.7M0.43%-9,65313F-HRTimeline
IHT Wealth Management, LLC150,135$6.69M0.21%-81013F-HRTimeline
AE Wealth Management LLC143,337$6.39M0.05%-7,10013F-HRTimeline
Atria Investments, Inc140,350$6.26M0.08%-24,93613F-HRTimeline
Moment Partners, LLC139,027$6.2M1.23%-1,36913F-HRTimeline
Allworth Financial LP140,159$6.11M0.03%-2,34813F-HRTimeline
Atlas Legacy Advisors, LLC136,778$6.1M1.55%-2,65513F-HRTimeline
DHJJ Financial Advisors, Ltd.136,371$6.08M2.45%-6,54313F-HRTimeline
1776 Wealth LLC132,542$5.91M2.71%-3,73113F-HRTimeline
Towerpoint Wealth, LLC127,602$5.69M2.82%+2,81413F-HRTimeline
CLG LLC125,955$5.62M1.95%-1,22013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.120,522$5.37M0.29%-1,15913F-HR/ATimelineGroup
Wagner Wealth Management, LLC120,303$5.36M1.34%+72413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC120,098$5.36M0.01%+77,41013F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.118,836$5.3M2.07%-1,85413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …117,091$5.22M0.14%-17,12913F-HRTimelineGroup
OBSIDIAN CIO, LLC114,513$5.11M0.83%-97,07813F-HRTimeline
BALANCED WEALTH GROUP LLC114,461$5.1M2.47%-5913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding113,265$5.05M-6,187Timeline
Kraft, Davis & Associates, LLC116,392$5.03M1.62%+14413F-HRTimeline
Western Wealth Management, LLC111,024$4.95M0.33%-4,58213F-HRTimeline
Snowden Capital Advisors LLC110,698$4.94M0.16%-22,59613F-HRTimeline
Sigma Planning Corp110,189$4.91M0.16%+61013F-HRTimeline
Arkadios Wealth Advisors109,145$4.87M0.18%-2,68213F-HRTimeline
Treasure Coast Financial Planning107,795$4.81M2.98%+4,35413F-HRTimeline
Family Capital Management, Inc.107,359$4.79M2.95%-52213F-HRTimeline
Proactive Wealth Strategies LLC106,027$4.73M2.52%-30,44413F-HRTimeline
BARRETT & COMPANY, INC.103,808$4.63M1.99%-63013F-HRTimeline
&PARTNERS104,635$4.62M0.05%+4,02713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC101,619$4.53M0.25%+38,16313F-HRTimelineGroup
Evelyn Partners Investment Management (…101,528$4.53M1.69%-8,22113F-HR/ATimeline
Kovack Advisors, Inc.100,898$4.5M0.48%-1,44413F-HRTimeline
GPS Wealth Strategies Group, LLC100,115$4.46M0.6%-19,69113F-HRTimeline
Mutual Advisors, LLC102,538$4.44M0.13%+7,51113F-HRTimeline
Fairvoy Private Wealth, LLC99,144$4.42M1.22%+91,33613F-HRTimeline
Southland Equity Partners LLC98,420$4.39M1.02%-1,22213F-HRTimeline
Morey & Quinn Wealth Partners, LLC98,316$4.38M3.63%+1,67813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding97,112$4.25M-28,341Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC95,288$4.25M4.49%+31,94613F-HRTimeline
Cornerstone Wealth Management, LLC94,459$4.21M0.29%-9,67613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…93,846$4.18M0.11%-3,93913F-HRTimelineGroup
Chicago Partners Investment Group LLC94,812$4.16M0.14%-1,07113F-HRTimeline
Advisory Alpha, LLC90,894$4.05M0.14%-2,26713F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC90,734$4.05M0.39%-4,48413F-HRTimeline
Goldstein Advisors, LLC90,512$4.04M0.59%-9213F-HRTimeline
Valmark Advisers, Inc.90,045$4.02M0.06%-1,87713F-HRTimeline
Coppell Advisory Solutions LLC86,348$3.78M0.53%-64,03213F-HRTimeline
KPP Advisory Services LLC83,086$3.7M0.7%-3,21413F-HRTimeline
Intrua Financial, LLC82,430$3.68M0.58%-6,81013F-HRTimeline
Kaydan Wealth Management, Inc.82,026$3.66M1.17%-62413F-HRTimeline
Secure Asset Management, LLC81,851$3.65M0.74%-22713F-HRTimeline
FLOW TRADERS U.S. LLC81,132$3.62M0.15%-82,57213F-HRTimeline
Stablepoint Partners, LLC80,842$3.6M0.65%-12,69613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC80,489$3.59M2.64%-1,47913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC79,735$3.56M2.77%-24,55713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp79,238$3.53M<0.01%-9,20813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.78,951$3.52M0.11%-15,31313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC78,280$3.49M0.12%-99513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC77,500$3.46M1.58%-25,86013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC76,714$3.42M3.48%-85713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…76,714$3.42M0.3%-2913F-HRTimeline
World Investment Advisors75,770$3.38M0.09%-106,76213F-HRTimeline
COZAD ASSET MANAGEMENT INC75,021$3.35M0.33%-3,21313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…74,665$3.33M0.07%+5,35213F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.73,405$3.27M1.52%-3,56013F-HRTimeline
Next Level Private LLC72,445$3.23M1.2%-1,05513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,015$3.21M0.01%+56,88213F-HRTimelineGroup
FMR LLCin group FMR LLC72,006$3.21M<0.01%+27,25413F-HRTimelineGroup
COMERICA BANK70,923$3.16M0.01%-68213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…70,719$3.15M0.05%+2013F-HRTimelineGroup
Kingsview Wealth Management, LLC70,436$3.14M0.06%-15,28713F-HRTimeline
Waverly Advisors, LLC68,174$3.04M0.04%+1,61713F-HRTimeline
Elevated Capital Advisors, LLC67,961$3.03M0.85%-7,94513F-HRTimeline
J.W. COLE ADVISORS, INC.67,443$3.01M0.09%+3,46713F-HRTimeline
PFG Advisors66,769$2.98M0.17%-12,06913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …65,987$2.94M0.19%+1,56613F-HRTimelineGroup
CRUX WEALTH ADVISORS65,585$2.92M1.52%-66513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC64,750$2.89M0.04%+8,14013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC63,590$2.84M1.41%-2,08813F-HRTimeline
LANARK FINANCIAL, INC.63,220$2.82M0.24%+63,14913F-HRTimeline
NWAM LLC62,973$2.81M0.24%+2,85413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…60,898$2.72M0.49%-11,04713F-HRTimeline
Arax Advisory Partners59,758$2.66M0.17%+43,50713F-HRTimeline
Continuum Advisory, LLC58,838$2.62M0.34%-2,57813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC60,070$2.62M0.06%013F-HRTimelineGroup
ERn Financial, LLC56,903$2.54M0.4%-7,00813F-HRTimeline
Claro Advisors Inc.56,752$2.53M0.34%+6213F-HRTimeline
Perennial Investment Advisors, LLC56,548$2.52M0.28%-6,15713F-HRTimeline
TFG Advisers LLC56,028$2.5M0.91%-24013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding55,370$2.47M-6,157Timeline
Main Street Financial Solutions, LLC54,681$2.44M0.21%+48,50513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…51,830$2.31M0.07%+9,07613F-HRTimelineGroup
Medallion Wealth Advisors, LLC51,450$2.29M1.04%-1,55513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,277$2.29M<0.01%-66,02313F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC50,671$2.26M1.38%013F-HRTimeline
Triumph Capital Management50,623$2.26M0.75%+4,51113F-HRTimeline
Finward Bancorp50,211$2.24M1.94%-27713F-HRTimeline
Pacific Sun Financial Corp49,784$2.22M1.26%-2013F-HRTimeline
Midwest Financial Network, LLC49,013$2.19M2.18%+1,48113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP48,900$2.18M<0.01%new13F-HRTimelineGroup
Advance Capital Management, Inc.48,303$2.15M0.1%-21,39813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management48,242$2.15M0.07%+1,10613F-HRTimelineGroup
Laurel Wealth Planning LLC48,081$2.14M1.42%-10913F-HRTimeline
Olde Wealth Management, LLC48,001$2.14M0.76%-6,19913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,607$2.12M<0.01%+3,43513F-HRTimeline
Asset Allocation Strategies LLC47,522$2.12M0.53%+34,56013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.46,919$2.09M0.59%-51913F-HRTimeline
Gladstone Institutional Advisory LLC46,763$2.09M0.1%-1,23513F-HRTimeline