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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

577 managers (584 13F filers) reported a position in FVD shares at 2025-09-30, 124,628,381 shares in all. 35 filers opened a position and 29 filers sold out during the quarter.

Managers
577
13F filers
584
New
35
Added
183
Reduced
262
Sold out
29
Shares held by filers
124,628,381

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY19,435,051$899M0.05%-464,73813F-HR/ATimelineGroup
LPL Financial LLC17,697,942$818M0.24%+6,75713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,907,423$273M0.06%-201,05513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,770,542$267M0.09%-194,26313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,623,921$260M0.02%-865,03013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,022,354$233M0.05%-557,56713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,906,667$181M0.04%+91,09513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,793,739$175M0.03%-212,77713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,120,866$144M-94,111Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,773,717$128M0.01%+1,266,96813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,628,581$122M0.17%+72,76213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,422,271$112M0.15%-117,24013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,303,471$107M0.1%+36,20113F-HRTimelineGroup
Cetera Investment Advisers2,096,687$97M0.11%+63,40113F-HRTimeline
HighTower Advisors, LLC1,880,046$86.9M0.1%+22,35913F-HRTimeline
Cambridge Investment Research Advisors,…1,533,287$70.9M0.19%-290,36613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,318,833$61M0.08%-21,98413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,269,227$58.7M-30,816Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.904,500$41.8M0.07%-236,74213F-HRTimelineGroup
Prospera Financial Services Inc775,878$35.9M0.61%-46,85613F-HRTimeline
New England Private Wealth Advisors LLC763,946$35.3M4.66%+1,69013F-HRTimeline
Private Advisor Group, LLC748,070$34.6M0.17%-17,79113F-HRTimeline
HARBOUR INVESTMENTS, INC.652,783$30.2M0.68%-2,70513F-HRTimeline
Intellus Advisors LLC605,278$28M3.83%-55,13113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC559,077$25.9M3.56%+41,52613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC545,525$25.2M0.29%+42,82013F-HRTimelineGroup
Janney Montgomery Scott LLC544,537$25.2M0.06%-46,06613F-HRTimeline
MML INVESTORS SERVICES, LLC503,677$23.3M0.06%-15,20413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP502,263$23M0.02%+73,02213F-HRTimelineGroup
D.A. DAVIDSON & CO.495,374$22.9M0.15%+16,49113F-HRTimeline
PARK NATIONAL CORP /OH/485,793$22.5M0.7%-8,71613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC463,565$21.4M0.01%-33613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC457,801$21.2M0.03%-22,71613F-HRTimelineGroup
Golden State Wealth Management, LLC446,396$20.6M2.28%-31,20813F-HRTimeline
BEACON FINANCIAL GROUP415,957$19.2M1.89%+1,20113F-HRTimeline
NewEdge Advisors, LLC410,612$19M0.09%-11013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…408,711$18.9M0.33%-15,01113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…403,566$18.7M0.01%-4,05713F-HRTimelineGroup
IFG Advisory, LLC402,924$18.6M0.85%-17,67413F-HRTimeline
Petix & Botte Co376,763$17.4M4.02%-24,03913F-HRTimeline
Solano Wealth Investment Advisors LLC369,040$17.1M8.23%+16,22013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding360,933$16.7M+8,794Timeline
BostonPremier Wealth LLC359,593$16.6M8.26%+6,22113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…320,974$14.8M0.01%-2,12613F-HRTimelineGroup
Hobart Private Capital, LLC315,258$14.6M3.05%-20,30013F-HRTimeline
Steward Partners Investment Advisory, L…310,460$14.4M0.08%-5,79613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…295,529$13.6M0.02%-2,47413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…294,830$13.6M0.03%-53013F-HRTimelineGroup
WealthCare Investment Partners, LLC291,339$13.4M4.36%+12,71213F-HRTimeline
Rehmann Capital Advisory Group288,048$13.3M0.73%+4,58513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK283,723$13.1M0.07%013F-HRTimelineGroup
Modern Wealth Management, LLC267,358$12.4M0.24%-1,76613F-HRTimeline
CWM, LLCin group CWM, LLC261,694$12.1M0.04%-2,76113F-HRTimelineGroup
Holistic Financial Partners250,676$11.6M4.75%+5,39913F-HRTimeline
Apexium Financial, LP246,175$11.4M0.55%-1,91213F-HRTimeline
Beacon Financial Advisory LLC245,110$11.3M2.63%+3,99713F-HRTimeline
Claris Financial LLC244,382$11.3M6.42%+68,72913F-HRTimeline
Prosperity Consulting Group, LLC238,691$11M0.54%-3,09813F-HRTimeline
Fairvoy Private Wealth, LLC238,584$11M2.51%+62,41913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS238,560$11M0.01%-6,96013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED230,041$10.6M0.8%-4,48313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\229,446$10.6M0.01%-67513F-HRTimelineGroup
Sanctuary Advisors, LLC225,830$10.4M0.06%-1,71513F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC212,336$9.82M0.02%+15,94913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL211,600$9.78M0.03%+12113F-HRTimeline
Concentrum Wealth Management208,039$9.62M2.78%+12,03813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.206,756$9.56M0.07%-2,85713F-HRTimelineGroup
Geneos Wealth Management Inc.206,752$9.56M0.24%+3,64613F-HRTimeline
PCG Wealth Advisors, LLC206,472$9.55M2.78%+4,89313F-HRTimeline
Beacon Pointe Advisors, LLC195,057$9.02M0.08%+41,02313F-HRTimeline
Larson Financial Group LLC192,370$8.9M0.31%-53,61713F-HRTimeline
IFP Advisors, Inc186,029$8.6M0.22%-10,96013F-HR/ATimeline
BlueChip Wealth Advisors LLC185,961$8.6M3.67%-14,52613F-HRTimeline
Gateway Wealth Partners, LLC179,344$8.29M1.12%+5,54913F-HRTimeline
1ST SOURCE BANK170,848$7.9M0.42%-3,50713F-HRTimeline
Cherry Creek Investment Advisors, Inc.164,773$7.62M3.29%+4,10213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …163,559$7.56M0.09%+93113F-HRTimelineGroup
Crumly & Associates Inc.160,540$7.42M1.62%-2,99413F-HRTimeline
Harvest Investment Services, LLC160,439$7.42M1.49%+1,19113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC158,305$7.32M0.01%+5,81013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC152,689$7.06M<0.01%-58,24513F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…151,759$7.02M1.81%-5,54013F-HRTimeline
Integrated Wealth Concepts LLC150,253$6.95M0.06%-80,88913F-HRTimeline
Pine Valley Investments Ltd Liability Co147,771$6.83M0.36%-84513F-HRTimeline
&PARTNERS147,957$6.77M0.04%-4,06013F-HRTimeline
Moment Partners, LLC140,249$6.49M1.15%+90013F-HRTimeline
Towerpoint Wealth, LLC138,917$6.42M2.63%+7,01213F-HRTimeline
IHT Wealth Management, LLC138,329$6.4M0.16%-4,75213F-HRTimeline
Clear Creek Financial Management, LLC137,513$6.36M0.55%-12,09013F-HRTimeline
1776 Wealth LLC135,127$6.25M2.41%-2613F-HRTimeline
Allworth Financial LP131,956$6.1M0.03%-5,82113F-HRTimeline
BARRETT & COMPANY, INC.130,487$6.03M2.07%+9,29313F-HRTimeline
Atlas Legacy Advisors, LLC124,855$5.77M1.11%-12,98213F-HRTimeline
Arkadios Wealth Advisors124,771$5.77M0.14%+8,86913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC123,323$5.7M2.88%-75713F-HRTimeline
Mutual Advisors, LLC120,108$5.54M0.12%+3,90713F-HRTimeline
Atria Investments, Inc117,468$5.43M0.06%-11,30913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding117,448$5.41M+18,457Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …116,335$5.38M0.11%+1,31213F-HRTimelineGroup
Wagner Wealth Management, LLC112,277$5.19M1.2%-1,00313F-HRTimeline
Kovack Advisors, Inc.109,796$5.08M0.48%+10,01413F-HRTimeline
BALANCED WEALTH GROUP LLC111,469$5.05M2.22%+74913F-HRTimeline
Orion Porfolio Solutions, LLC109,130$5.05M0.04%-1,90013F-HRTimeline
Composition Wealth, LLC106,336$4.92M0.07%-30,58913F-HRTimeline
Kraft, Davis & Associates, LLC106,230$4.9M1.19%-6,18013F-HRTimeline
Western Wealth Management, LLC105,652$4.89M0.26%-2,78913F-HRTimeline
Global Retirement Partners, LLC105,140$4.86M0.11%-3,99313F-HRTimeline
Proactive Wealth Strategies LLC105,040$4.86M2.09%+58313F-HRTimeline
OBSIDIAN CIO, LLC105,007$4.86M0.64%-74913F-HRTimeline
Family Capital Management, Inc.104,881$4.85M2.32%-1,39413F-HRTimeline
Sigma Planning Corp104,447$4.83M0.14%-9,08313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC103,881$4.8M0.33%new13F-HRTimeline
AE Wealth Management LLC101,820$4.71M0.03%-1,07913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC101,040$4.67M1.43%-54,08913F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding100,977$4.67M+47,033Timeline
Caliber Wealth Management, LLC / KS100,492$4.65M0.52%-48,29313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.100,015$4.62M1.52%-8,03013F-HRTimeline
Evelyn Partners Investment Management (…99,412$4.6M1.59%+48413F-HRTimeline
CALTON & ASSOCIATES, INC.98,608$4.56M0.68%-6,57913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC98,604$4.56M4.21%+1713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.96,800$4.48M0.2%+3,67413F-HRTimelineGroup
Creative Planningin group Creative Planning96,313$4.45M<0.01%-10,75313F-HRTimelineGroup
Southland Equity Partners LLC95,398$4.41M0.89%-2,57513F-HRTimeline
Snowden Capital Advisors LLC94,289$4.36M0.12%-13,36713F-HRTimeline
Independent Advisor Alliance93,011$4.3M0.11%+3,39613F-HRTimeline
Cornerstone Wealth Management, LLC92,677$4.29M0.24%-89413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP92,100$4.26M0.01%+69,20013F-HRTimelineGroup
IFS Group,LLC92,130$4.25M3.74%13F-HRTimeline
GPS Wealth Strategies Group, LLC91,117$4.21M0.44%+4,82913F-HRTimeline
Valmark Advisers, Inc.89,796$4.15M0.05%-4413F-HRTimeline
Chicago Partners Investment Group LLC90,065$4.12M0.11%-3,06813F-HRTimeline
Advisory Alpha, LLC88,139$4.06M0.11%+34413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…86,492$4M0.11%-18,61813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…86,041$3.9M0.31%013F-HRTimeline
Goldstein Advisors, LLC82,803$3.83M0.47%-4,99113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…82,198$3.8M0.08%-1,01613F-HRTimelineGroup
NWAM LLC81,938$3.77M0.2%+1,75013F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC81,000$3.75M0.31%-8,16613F-HRTimeline
Kaydan Wealth Management, Inc.80,475$3.72M1.06%-1,62413F-HRTimeline
Stablepoint Partners, LLC80,314$3.71M0.59%+31713F-HRTimeline
KPP Advisory Services LLC80,101$3.7M0.55%-23313F-HRTimeline
Morey & Quinn Wealth Partners, LLC79,526$3.68M2.71%-4,43513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC78,945$3.65M2.66%+19613F-HRTimeline
DHJJ Financial Advisors, Ltd.78,706$3.64M1.23%-55,13013F-HRTimeline
FMR LLCin group FMR LLC78,352$3.62M<0.01%+4,53713F-HRTimelineGroup
Treasure Coast Financial Planning78,330$3.62M2.02%-29,89813F-HRTimeline
Prism Advisors, Inc.78,009$3.61M0.97%-16,90513F-HRTimeline
COMERICA BANK77,551$3.59M0.01%-2,59613F-HRTimeline
Coppell Advisory Solutions LLC77,136$3.54M0.38%+2,32813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp75,385$3.49M<0.01%+14,95013F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC75,190$3.48M2.98%-66313F-HRTimeline
World Investment Advisors74,405$3.44M0.07%+45913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …72,526$3.35M0.41%+78313F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC72,429$3.35M0.08%+2,42813F-HRTimeline
Next Level Private LLC72,226$3.34M0.97%-2913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…71,015$3.28M0.04%-11,64013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC70,216$3.25M0.26%-4,91613F-HRTimeline
Continuum Advisory, LLC69,941$3.23M0.34%+5,55913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…69,684$3.22M0.04%-12513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.66,681$3.08M0.06%+13413F-HRTimeline
Ausdal Financial Partners, Inc.66,238$3.06M0.15%+21,33313F-HRTimeline
RETIREMENT GUYS FORMULA LLC65,561$3.03M1.07%+1,66113F-HRTimeline
Asset Allocation Strategies LLC65,028$3.01M0.6%+8,94313F-HRTimeline
Kingsview Wealth Management, LLC64,758$2.99M0.05%-12,67013F-HRTimeline
Elevated Capital Advisors, LLC64,749$2.99M0.74%-3,21213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…64,517$2.98M0.06%-4,89013F-HRTimelineGroup
Midwest Financial Network, LLC63,646$2.94M2.39%+15,34413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC62,909$2.91M1.59%-14,43413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC61,720$2.85M1.51%+19,18513F-HRTimeline
Waverly Advisors, LLC61,331$2.84M0.03%-2,64713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV61,182$2.83M<0.01%+16,04013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC60,989$2.82M0.02%+2,65913F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…59,710$2.76M0.42%+1,96613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC59,699$2.76M1.11%-31213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC58,117$2.69M0.15%-52,03313F-HRTimelineGroup
CLG LLC56,993$2.64M0.72%-65,00513F-HRTimeline
Farther Finance Advisors, LLC56,726$2.62M0.04%-3,60013F-HRTimeline
ERn Financial, LLC56,292$2.6M0.51%+6,64413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.55,164$2.55M1.01%-12,87713F-HRTimeline
Claro Advisors Inc.54,879$2.54M0.37%-1,27613F-HRTimeline
WEDBUSH SECURITIES INC52,576$2.43M0.08%-98,32913F-HRTimeline
Medallion Wealth Advisors, LLC51,835$2.4M0.85%+87113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding51,411$2.38M-3,283Timeline
Triumph Capital Management51,352$2.37M0.64%+3,63813F-HR/ATimeline
MAI Capital Management49,692$2.3M0.01%-2,29113F-HRTimeline
Pacific Sun Financial Corp49,444$2.29M1.1%-10013F-HRTimeline
Finward Bancorp46,801$2.16M1.64%-3,33513F-HRTimeline
PFG Advisors46,799$2.16M0.09%-6,31313F-HRTimeline
Westside Investment Management, Inc.46,231$2.14M0.34%+6,50713F-HRTimeline
Laurel Wealth Planning LLC45,659$2.11M1.12%-86513F-HRTimeline
CRUX WEALTH ADVISORS45,559$2.11M0.83%-89613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,946$2.08M0.03%-17,95513F-HRTimelineGroup
Olde Wealth Management, LLC44,966$2.05M0.63%13F-HRTimeline
Perennial Investment Advisors, LLC43,816$2.03M0.17%-2,61013F-HRTimeline
Advance Capital Management, Inc.43,429$2.01M0.09%-15413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC43,398$2.01M0.01%+16,61713F-HRTimeline
Centurion Wealth Management LLC43,236$2M0.46%-14613F-HRTimeline
PURSUE WEALTH PARTNERS LLC42,049$1.94M1.07%-8,62213F-HRTimeline
LaSalle St. Investment Advisors, LLC41,522$1.92M0.34%-68413F-HRTimeline
Retirement Planning Group, LLC41,444$1.92M0.07%+14,41013F-HRTimeline