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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

580 managers (586 13F filers) reported a position in FVD shares at 2025-06-30, 128,178,634 shares in all. 34 filers opened a position and 36 filers sold out during the quarter.

Managers
580
13F filers
586
New
34
Added
189
Reduced
270
Sold out
36
Shares held by filers
128,178,634

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY19,899,789$890M0.06%-76,08313F-HRTimelineGroup
LPL Financial LLC17,691,185$791M0.26%+33,05113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,488,951$290M0.02%-187,13013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,108,478$273M0.06%-154,09413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,964,805$267M0.09%-317,00713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,579,921$249M0.06%+758,02013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,006,516$179M0.03%+234,67813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,815,572$171M0.04%-153,58613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,214,977$144M-339,494Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,555,819$114M0.2%-13,92113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,539,511$114M0.15%-549,73513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,267,270$101M0.1%+3,99613F-HRTimelineGroup
Cetera Investment Advisers2,033,286$90.9M0.15%-7,06913F-HRTimeline
HighTower Advisors, LLC1,857,687$83M0.1%+32,29613F-HRTimeline
Cambridge Investment Research Advisors,…1,823,653$81.5M0.25%+225,45013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,506,749$67.4M<0.01%-494,00713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,340,817$59.9M0.09%-17,79813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,300,043$58.1M+345Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,141,242$51M0.09%+38,74213F-HRTimelineGroup
Prospera Financial Services Inc822,734$36.8M0.69%-16,69213F-HRTimeline
New England Private Wealth Advisors LLC762,256$34.4M5.04%+4,06913F-HRTimeline
Private Advisor Group, LLC765,861$34.2M0.18%-262,88313F-HRTimeline
Intellus Advisors LLC660,409$29.5M4.4%+12,75013F-HRTimeline
HARBOUR INVESTMENTS, INC.655,488$29.3M0.74%-24,04813F-HRTimeline
Janney Montgomery Scott LLC590,603$26.4M0.07%-14,29313F-HRTimeline
MML INVESTORS SERVICES, LLC518,881$23.2M0.07%+6,16313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC517,551$23.1M3.67%-29,46213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC502,705$22.5M0.29%+24,52813F-HRTimelineGroup
PARK NATIONAL CORP /OH/494,509$22.1M0.73%+9,81913F-HRTimeline
Mariner, LLCin group Mariner, LLC480,517$21.5M0.03%+21,92213F-HRTimelineGroup
D.A. DAVIDSON & CO.478,883$21.4M0.15%+15,63413F-HRTimeline
Golden State Wealth Management, LLC477,604$21.3M2.6%+17,38413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC463,901$20.7M0.01%+13,77913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.447,429$20M0.11%-60,37813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP429,241$19.1M0.01%+102,31413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…423,722$18.9M0.37%+214,57213F-HRTimelineGroup
IFG Advisory, LLC420,598$18.8M0.94%+5,04013F-HRTimeline
BEACON FINANCIAL GROUP414,756$18.5M1.93%-6,75513F-HRTimeline
NewEdge Advisors, LLC410,722$18.4M0.09%+52,36013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…407,623$18.2M0.01%-29,63913F-HRTimelineGroup
Petix & Botte Co400,802$17.9M4.4%-8,94313F-HRTimeline
BostonPremier Wealth LLC353,372$15.8M8.76%+9,60313F-HRTimeline
Solano Wealth Investment Advisors LLC352,820$15.8M8.09%+152,53413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding352,139$15.7M-7,492Timeline
Hobart Private Capital, LLC335,558$15M3.4%+39,07413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…323,100$14.4M0.01%+10,18313F-HRTimelineGroup
Steward Partners Investment Advisory, L…316,256$14.1M0.11%+5,44413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…298,003$13.6M0.02%-32,90113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…295,360$13.2M0.03%-11,78913F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK283,723$12.7M0.07%013F-HRTimelineGroup
WealthCare Investment Partners, LLC278,627$12.7M4.56%+8,04213F-HRTimeline
Rehmann Capital Advisory Group283,463$12.7M0.77%+8,26913F-HRTimeline
Atria Wealth Solutions, Inc.270,844$12.2M0.28%-155,06413F-HRTimeline
Modern Wealth Management, LLC269,124$12M0.3%new13F-HR/ATimeline
Kaye Capital Management268,684$12M4.62%-14,54113F-HRTimeline
CWM, LLCin group CWM, LLC264,455$11.8M0.04%-1,70813F-HRTimelineGroup
Apexium Financial, LP248,087$11.1M0.59%-2,74813F-HRTimeline
Larson Financial Group LLC245,987$11M0.44%-351,92613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS245,520$11M0.01%+194,24313F-HRTimelineGroup
Holistic Financial Partners245,277$11M4.8%+14,51213F-HRTimeline
Prosperity Consulting Group, LLC241,789$10.8M0.79%-7,45713F-HRTimeline
Beacon Financial Advisory LLC241,113$10.8M2.79%+513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED234,524$10.5M0.87%-15,12713F-HRTimeline
Integrated Wealth Concepts LLC231,142$10.3M0.1%-4,81513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\230,121$10.3M0.01%-55,93313F-HRTimelineGroup
Sanctuary Advisors, LLC227,545$10.2M0.06%-7,58213F-HRTimeline
BLAIR WILLIAM & CO/IL211,479$9.45M0.03%-2,63313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC210,934$9.43M<0.01%+58,68913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.209,613$9.37M0.08%+19,99613F-HRTimelineGroup
Geneos Wealth Management Inc.203,106$9.08M0.22%-40,93413F-HRTimeline
PCG Wealth Advisors, LLC201,579$9.01M4.61%+8,88213F-HRTimeline
BlueChip Wealth Advisors LLC200,487$8.96M3.99%-4,06613F-HRTimeline
IFP Advisors, Inc196,989$8.81M0.25%-13,34113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC196,387$8.78M0.02%-6,35813F-HRTimelineGroup
Concentrum Wealth Management196,001$8.76M2.75%+9,14313F-HRTimeline
Fairvoy Private Wealth, LLC176,165$7.87M1.96%+77,02113F-HRTimeline
Claris Financial LLC175,653$7.85M5.92%-69,47513F-HRTimeline
1ST SOURCE BANK174,355$7.79M0.43%-13,16613F-HRTimeline
Gateway Wealth Partners, LLC173,795$7.77M1.47%-2,36913F-HRTimeline
Crumly & Associates Inc.163,534$7.31M1.78%-6,47213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …162,628$7.27M0.1%+24013F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.160,671$7.18M3.37%+3,32413F-HRTimeline
Harvest Investment Services, LLC159,248$7.12M1.59%+2,21713F-HRTimeline
Strategic Family Wealth Counselors, L.L…157,299$7.03M2%-1,10413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC155,129$6.93M1.92%-39,65413F-HRTimelineGroup
Beacon Pointe Advisors, LLC154,034$6.89M0.07%-5,37113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC152,495$6.82M0.01%+32,39713F-HRTimelineGroup
&PARTNERS152,017$6.8M0.05%+47,38213F-HRTimeline
WEDBUSH SECURITIES INC150,905$6.75M0.24%-3,65513F-HRTimeline
Clear Creek Financial Management, LLC149,603$6.69M0.64%-10,27213F-HRTimeline
Caliber Wealth Management, LLC / KS148,785$6.65M0.71%-7,98113F-HRTimeline
Pine Valley Investments Ltd Liability Co148,616$6.64M0.39%-1,63313F-HRTimeline
IHT Wealth Management, LLC143,081$6.4M0.18%-7,05413F-HRTimeline
Moment Partners, LLC139,349$6.23M1.17%+32213F-HRTimeline
Atlas Legacy Advisors, LLC137,837$6.16M1.36%+1,05913F-HRTimeline
Allworth Financial LP137,777$6.16M0.03%-2,38213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO137,719$6.16M1.55%13F-HRTimeline
Composition Wealth, LLC136,925$6.12M0.1%new13F-HRTimeline
1776 Wealth LLC135,153$6.04M2.49%+2,61113F-HRTimeline
DHJJ Financial Advisors, Ltd.133,836$5.98M2.16%-2,53513F-HRTimeline
Towerpoint Wealth, LLC131,905$5.9M2.61%+4,30313F-HRTimeline
Atria Investments, Inc128,777$5.76M0.07%-11,57313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC124,080$5.55M3.07%-32,10213F-HRTimeline
CLG LLC121,998$5.45M1.7%-3,95713F-HRTimeline
FLOW TRADERS U.S. LLC121,850$5.45M0.2%+40,71813F-HRTimeline
BARRETT & COMPANY, INC.121,194$5.42M2.03%+17,38613F-HRTimeline
Mutual Advisors, LLC116,201$5.34M0.13%+13,66313F-HRTimeline
Arkadios Wealth Advisors115,902$5.18M0.16%+6,75713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …115,023$5.14M0.12%-2,06813F-HRTimelineGroup
Kraft, Davis & Associates, LLC112,410$5.11M1.4%-3,98213F-HRTimeline
Sigma Planning Corp113,530$5.07M0.15%+3,34113F-HRTimeline
Wagner Wealth Management, LLC113,280$5.06M1.15%-7,02313F-HRTimeline
BALANCED WEALTH GROUP LLC110,720$4.97M2.16%-3,74113F-HRTimeline
Orion Porfolio Solutions, LLC111,030$4.96M0.04%-42,28013F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC110,150$4.92M0.25%+8,53113F-HRTimelineGroup
Global Retirement Partners, LLC109,133$4.88M0.12%13F-HRTimeline
Western Wealth Management, LLC108,441$4.85M0.29%-2,58313F-HRTimeline
Treasure Coast Financial Planning108,228$4.84M2.82%+43313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.108,045$4.83M1.72%-10,79113F-HRTimeline
Snowden Capital Advisors LLC107,656$4.81M0.14%-3,04213F-HRTimeline
Creative Planningin group Creative Planning107,066$4.79M<0.01%-79,31513F-HRTimelineGroup
Family Capital Management, Inc.106,275$4.75M2.49%-1,08413F-HRTimeline
OBSIDIAN CIO, LLC105,756$4.73M0.69%-8,75713F-HRTimeline
CALTON & ASSOCIATES, INC.105,187$4.7M0.81%+96,74913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…105,110$4.7M0.13%+53,28013F-HRTimelineGroup
Proactive Wealth Strategies LLC104,457$4.67M2.2%-1,57013F-HRTimeline
AE Wealth Management LLC102,899$4.6M0.03%-40,43813F-HRTimeline
Kovack Advisors, Inc.99,782$4.46M0.44%-1,11613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding98,991$4.42M-14,274Timeline
Evelyn Partners Investment Management (…98,928$4.42M1.59%-2,60013F-HR/ATimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC98,587$4.41M4.3%+3,29913F-HRTimeline
Southland Equity Partners LLC97,973$4.38M0.96%-44713F-HRTimeline
Chicago Partners Investment Group LLC93,133$4.29M0.12%-1,67913F-HRTimeline
Prism Advisors, Inc.94,914$4.24M1.21%new13F-HRTimeline
Cornerstone Wealth Management, LLC93,571$4.18M0.25%-88813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.93,126$4.16M0.2%-27,39613F-HRTimelineGroup
Valmark Advisers, Inc.89,840$4.02M0.06%-20513F-HRTimeline
Independent Advisor Alliance89,615$4.01M0.12%-80,34613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC89,166$3.99M0.36%-1,56813F-HRTimeline
Advisory Alpha, LLC87,795$3.92M0.12%-3,09913F-HRTimeline
Goldstein Advisors, LLC87,794$3.92M0.53%-2,71813F-HRTimeline
GPS Wealth Strategies Group, LLC86,288$3.86M0.44%-13,82713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…86,041$3.85M0.31%+9,32713F-HRTimeline
Morey & Quinn Wealth Partners, LLC83,961$3.75M3%-14,35513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…83,214$3.72M0.09%-10,63213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…82,655$3.69M0.05%new13F-HRTimelineGroup
Kaydan Wealth Management, Inc.82,099$3.67M1.2%+7313F-HRTimeline
NWAM LLC80,188$3.6M0.21%+17,21513F-HR/ATimeline
KPP Advisory Services LLC80,334$3.59M0.59%-2,75213F-HR/ATimeline
COMERICA BANK80,147$3.58M0.01%+9,22413F-HRTimeline
Stablepoint Partners, LLC79,997$3.58M0.61%-84513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC78,749$3.52M2.36%-1,74013F-HRTimeline
Kingsview Wealth Management, LLC77,428$3.46M0.06%+6,99213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC77,343$3.46M2.31%-2,39213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC75,853$3.39M3.2%-86113F-HRTimeline
Qube Research & Technologies Ltd75,487$3.37M<0.01%+41,27013F-HRTimeline
COZAD ASSET MANAGEMENT INC75,132$3.36M0.29%+11113F-HR/ATimeline
Coppell Advisory Solutions LLC74,808$3.32M0.39%-11,54013F-HR/ATimeline
World Investment Advisors73,946$3.31M0.08%-1,82413F-HRTimeline
FMR LLCin group FMR LLC73,815$3.3M<0.01%+1,80913F-HRTimelineGroup
Next Level Private LLC72,255$3.23M1.05%-19013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …71,743$3.21M0.23%+5,75613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,515$3.2M<0.01%-50013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC70,001$3.13M0.09%-8,27913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…69,809$3.12M0.04%-91013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,407$3.1M0.07%-5,25813F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.68,041$3.04M1.29%-5,36413F-HRTimeline
Financial Advocates Investment Manageme…67,939$3.04M0.25%new13F-HRTimeline
Elevated Capital Advisors, LLC67,961$3.03M0.85%013F-HRTimeline
J.W. COLE ADVISORS, INC.66,547$2.97M0.06%-89613F-HRTimeline
Continuum Advisory, LLC64,382$2.88M0.35%+5,54413F-HRTimeline
Waverly Advisors, LLC63,978$2.86M0.03%-4,19613F-HRTimeline
RETIREMENT GUYS FORMULA LLC63,900$2.86M1.08%+31013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,901$2.81M0.05%+2,83113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,435$2.7M<0.01%-18,80313F-HRTimelineGroup
Farther Finance Advisors, LLC60,326$2.7M0.05%+39,89013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC60,011$2.68M1.23%-17,48913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,330$2.61M0.02%-6,42013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…57,744$2.58M0.42%-3,15413F-HRTimeline
Claro Advisors Inc.56,155$2.51M0.41%-59713F-HRTimeline
Asset Allocation Strategies LLC56,085$2.51M0.55%+8,56313F-HRTimeline
TFG Advisers LLC56,067$2.51M0.86%+3913F-HRTimeline
Arax Advisory Partners54,843$2.45M0.11%-4,91513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding54,694$2.44M-676Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding53,944$2.41M-43,168Timeline
PFG Advisors53,112$2.37M0.11%-13,65713F-HRTimeline
LANARK FINANCIAL, INC.52,237$2.33M0.19%-10,98313F-HRTimeline
MAI Capital Management51,983$2.32M0.02%+5,49013F-HRTimeline
Medallion Wealth Advisors, LLC50,964$2.29M0.88%-48613F-HRTimeline
PURSUE WEALTH PARTNERS LLC50,671$2.26M1.29%013F-HRTimeline
Finward Bancorp50,136$2.24M1.77%-7513F-HRTimeline
ERn Financial, LLC49,648$2.22M0.47%-7,25513F-HRTimeline
Pacific Sun Financial Corp49,544$2.21M1.16%-24013F-HRTimeline
Midwest Financial Network, LLC48,302$2.16M2.14%-71113F-HRTimeline
Triumph Capital Management47,714$2.13M0.64%-2,90913F-HR/ATimeline
Laurel Wealth Planning LLC46,524$2.08M1.18%-1,55713F-HRTimeline
CRUX WEALTH ADVISORS46,455$2.08M0.88%-19,13013F-HRTimeline
Perennial Investment Advisors, LLC46,426$2.08M0.2%-10,12213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,142$2.02M<0.01%-2,46513F-HRTimeline
Ausdal Financial Partners, Inc.44,905$2.01M0.13%-90813F-HRTimeline