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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

612 managers (621 13F filers) reported a position in FVD shares at 2025-12-31, 117,043,357 shares in all. 41 filers opened a position and 35 filers sold out during the quarter.

Managers
612
13F filers
621
New
41
Added
188
Reduced
258
Sold out
35
Shares held by filers
117,043,357

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY19,106,927$880M0.05%-328,12413F-HR/ATimelineGroup
LPL Financial LLC17,207,162$793M0.22%-490,78013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,918,550$273M0.05%+11,12713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,580,920$257M0.02%-43,00113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,468,480$252M0.08%-302,06213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,820,416$176M-86,251Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,735,625$172M0.03%-58,11413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,954,073$136M-166,793Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,617,656$121M0.18%-10,92513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,320,271$107M0.1%+16,80013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,279,177$105M0.14%-143,09413F-HRTimeline
Cetera Investment Advisers2,020,626$93.1M0.1%-76,06113F-HRTimeline
HighTower Advisors, LLC1,597,680$73.6M0.08%-282,36613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,541,665$71M0.02%-3,480,68913F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,389,755$64M0.17%-143,53213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,295,517$59.7M0.08%-23,31613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,237,225$57M-32,002Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.880,626$40.6M0.06%-23,87413F-HRTimelineGroup
New England Private Wealth Advisors LLC762,790$35.1M4.38%-1,15613F-HR/ATimeline
Private Advisor Group, LLC717,062$33M0.16%-31,00813F-HRTimeline
Prospera Financial Services Inc628,662$29M0.48%-147,21613F-HRTimeline
Intellus Advisors LLC627,174$28.9M3.83%+21,89613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…571,178$26.3M0.05%+276,34813F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC556,244$25.6M0.28%+10,71913F-HRTimelineGroup
Janney Montgomery Scott LLC543,526$25M0.06%-1,01113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP541,519$25M0.02%+39,25613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC511,734$23.6M0.06%+8,05713F-HRTimeline
D.A. DAVIDSON & CO.500,779$23.1M0.14%+5,40513F-HRTimeline
PARK NATIONAL CORP /OH/483,039$22.3M0.69%-2,75413F-HRTimeline
NewEdge Advisors, LLC474,480$21.9M0.08%+63,86813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO473,342$21.8M<0.01%-2,300,37513F-HRTimelineGroup
Golden State Wealth Management, LLC469,031$21.6M2.28%+22,63513F-HRTimeline
Mariner, LLCin group Mariner, LLC462,356$21.3M0.03%+4,55513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC460,971$21.2M0.01%-2,59413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.443,858$20.5M0.41%-208,92513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…417,920$19.3M0.22%+9,20913F-HRTimelineGroup
BEACON FINANCIAL GROUP417,255$19.2M1.91%+1,29813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…405,956$18.7M0.01%+2,39013F-HRTimelineGroup
IFG Advisory, LLC395,400$18.2M0.79%-7,52413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS389,513$17.9M0.01%+150,95313F-HRTimelineGroup
Solano Wealth Investment Advisors LLC374,580$17.3M8.55%+5,54013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding351,671$16.2M-9,262Timeline
Petix & Botte Co338,873$15.6M3.54%-37,89013F-HRTimeline
Hobart Private Capital, LLC337,722$15.6M3.04%+22,46413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC330,977$15.3M1.92%-228,10013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…312,784$14.4M0.01%-8,19013F-HR/ATimelineGroup
WealthCare Investment Partners, LLC303,196$14M4.08%+11,85713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…296,303$13.8M0.02%+77413F-HRTimeline
Steward Partners Investment Advisory, L…293,639$13.5M0.07%-16,82113F-HRTimeline
Rehmann Capital Advisory Group279,925$13.2M0.69%-8,12313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK283,723$13.1M0.07%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.273,005$12.6M0.09%+66,24913F-HRTimelineGroup
Modern Wealth Management, LLC267,126$12.3M0.22%-23213F-HRTimeline
Merit Financial Group, LLC262,484$12.1M0.1%+236,82813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…252,068$11.6M0.07%+239,48013F-HRTimelineGroup
Claris Financial LLC248,815$11.5M6.1%+4,43313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\247,512$11.4M0.01%+18,06613F-HRTimelineGroup
Fairvoy Private Wealth, LLC244,182$11.3M2.52%+5,59813F-HRTimeline
CWM, LLCin group CWM, LLC237,337$10.9M0.03%-24,35713F-HRTimelineGroup
Holistic Financial Partners236,240$10.9M3.95%-14,43613F-HRTimeline
Prosperity Consulting Group, LLC234,089$10.8M0.49%-4,60213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED228,545$10.6M0.72%-1,49613F-HRTimeline
Beacon Financial Advisory LLC227,914$10.5M2.43%-17,19613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC222,029$10.2M0.02%+9,69313F-HRTimelineGroup
Concentrum Wealth Management212,857$9.81M2.74%+4,81813F-HRTimeline
Gateway Wealth Partners, LLC212,563$9.79M1.09%+33,21913F-HRTimeline
Beacon Pointe Advisors, LLC209,651$9.66M0.07%+14,59413F-HRTimeline
PCG Wealth Advisors, LLC205,006$9.45M2.67%-1,46613F-HRTimeline
Sanctuary Advisors, LLC192,814$8.88M0.05%-33,01613F-HRTimeline
IFP Advisors, Inc191,835$8.84M0.2%+5,80613F-HRTimeline
BlueChip Wealth Advisors LLC183,148$8.44M3.55%-2,81313F-HRTimeline
Larson Financial Group LLC172,682$7.96M0.27%-19,68813F-HRTimeline
Center for Wealth Management Advisory170,067$7.84M5.78%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC168,443$7.76M0.01%+10,13813F-HRTimelineGroup
Plus Group Wealth Advisors LLC166,417$7.67M8.51%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.166,187$7.66M3.27%+1,41413F-HRTimeline
1ST SOURCE BANK165,000$7.6M0.4%-5,84813F-HRTimeline
Crumly & Associates Inc.160,505$7.4M1.55%-3513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …156,555$7.21M0.1%-7,00413F-HRTimelineGroup
&PARTNERS154,006$7.1M0.04%+6,04913F-HRTimeline
Strategic Family Wealth Counselors, L.L…148,004$6.97M1.56%-3,75513F-HRTimeline
BLAIR WILLIAM & CO/IL148,526$6.84M0.02%-63,07413F-HRTimeline
Towerpoint Wealth, LLC143,677$6.62M2.62%+4,76013F-HRTimeline
Pine Valley Investments Ltd Liability Co142,911$6.59M0.33%-4,86013F-HRTimeline
Integrated Wealth Concepts LLC138,893$6.4M0.08%-11,36013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC138,628$6.39M<0.01%-14,06113F-HR/ATimelineGroup
Kovack Advisors, Inc.136,387$6.28M0.3%+26,59113F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC135,327$6.24M0.02%+104,07913F-HRTimelineGroup
1776 Wealth LLC135,128$6.23M2.34%+113F-HRTimeline
BARRETT & COMPANY, INC.132,509$6.11M2.04%+2,02213F-HRTimeline
IHT Wealth Management, LLC131,895$6.08M0.15%-6,43413F-HRTimeline
Stablepoint Partners, LLC129,212$5.95M0.93%+48,89813F-HRTimeline
Sigma Planning Corp129,012$5.94M0.16%+24,56513F-HRTimeline
Atlas Legacy Advisors, LLC126,295$5.82M1.02%+1,44013F-HRTimeline
Allworth Financial LP125,776$5.8M0.02%-6,18013F-HRTimeline
Arkadios Wealth Advisors124,313$5.73M0.11%-45813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO123,689$5.7M0.76%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC121,142$5.58M2.64%-2,18113F-HRTimeline
Clear Creek Financial Management, LLC120,885$5.57M0.45%-16,62813F-HRTimeline
Mutual Advisors, LLC120,553$5.56M0.12%+44513F-HRTimeline
Western Wealth Management, LLC119,872$5.52M0.25%+14,22013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC119,695$5.52M0.1%new13F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding118,481$5.46M+1,033Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …116,893$5.39M0.11%+55813F-HRTimelineGroup
Wagner Wealth Management, LLC111,595$5.14M1.09%-68213F-HRTimeline
BALANCED WEALTH GROUP LLC110,781$5.11M1.87%-68813F-HRTimeline
Moment Partners, LLC110,498$5.09M1.05%-29,75113F-HRTimeline
Orion Porfolio Solutions, LLC107,651$4.96M0.04%-1,47913F-HRTimeline
Proactive Wealth Strategies LLC104,737$4.83M1.91%-30313F-HRTimeline
Family Capital Management, Inc.104,118$4.8M2.13%-76313F-HRTimeline
AE Wealth Management LLC102,887$4.74M0.03%+1,06713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC102,257$4.71M4.23%+3,65313F-HRTimeline
Harvest Investment Services, LLC102,231$4.71M0.89%-58,20813F-HRTimeline
Kraft, Davis & Associates, LLC99,367$4.65M1.04%-6,86313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.100,842$4.65M0.2%+4,04213F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.100,116$4.61M1.46%+10113F-HRTimeline
Independent Advisor Alliance96,958$4.47M0.11%+3,94713F-HRTimeline
Snowden Capital Advisors LLC95,876$4.42M0.11%+1,58713F-HRTimeline
Global Retirement Partners, LLC95,623$4.41M0.08%-9,51713F-HRTimeline
Evelyn Partners Investment Management (…94,862$4.37M1.42%-4,55013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC93,833$4.32M1.45%-7,20713F-HRTimelineGroup
Creative Planningin group Creative Planning92,235$4.25M<0.01%-4,07813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…91,749$4.23M0.29%+5,70813F-HRTimeline
Southland Equity Partners LLC91,693$4.23M0.83%-3,70513F-HRTimeline
Atria Investments, Inc91,595$4.22M0.05%-25,87313F-HRTimeline
Chicago Partners Investment Group LLC87,537$4.15M0.1%-2,52813F-HRTimeline
Cornerstone Wealth Management, LLC89,104$4.11M0.21%-3,57313F-HRTimeline
Valmark Advisers, Inc.88,994$4.1M0.05%-80213F-HRTimeline
Farther Finance Advisors, LLC88,362$4.07M0.04%+31,63613F-HRTimeline
Composition Wealth, LLC87,468$4.03M0.06%-18,86813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…86,349$3.98M0.1%-14313F-HRTimelineGroup
Advisory Alpha, LLC86,334$3.98M0.11%-1,80513F-HRTimeline
Geneos Wealth Management Inc.86,031$3.96M0.1%-120,72113F-HRTimeline
Kaydan Wealth Management, Inc.84,127$3.88M1.12%+3,65213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…82,437$3.8M0.08%+23913F-HRTimelineGroup
FMR LLCin group FMR LLC81,328$3.75M<0.01%+2,97613F-HRTimelineGroup
Qube Research & Technologies Ltd81,076$3.74M0.01%+45,33513F-HRTimeline
Goldstein Advisors, LLC80,710$3.72M0.42%-2,09313F-HRTimeline
Treasure Coast Financial Planning80,448$3.71M1.97%+2,11813F-HRTimeline
KPP Advisory Services LLC79,352$3.66M0.53%-74913F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC79,001$3.64M0.14%+20,88413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,915$3.64M<0.01%+3,53013F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC77,279$3.56M2.54%-1,66613F-HRTimeline
DHJJ Financial Advisors, Ltd.76,936$3.55M1.18%-1,77013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC75,481$3.48M0.26%-5,51913F-HRTimeline
Coppell Advisory Solutions LLC74,700$3.47M0.34%-2,43613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC75,062$3.46M2.76%-12813F-HRTimeline
Morey & Quinn Wealth Partners, LLC74,438$3.43M2.46%-5,08813F-HRTimeline
World Investment Advisors74,285$3.42M0.06%-12013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC74,074$3.41M0.08%+1,64513F-HRTimeline
COMERICA BANK74,007$3.41M0.01%-3,54413F-HRTimeline
Asset Allocation Strategies LLC72,892$3.36M0.62%+7,86413F-HRTimeline
Continuum Advisory, LLC72,625$3.35M0.34%+2,68413F-HRTimeline
Next Level Private LLC72,566$3.34M0.88%+34013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …72,427$3.34M0.31%-9913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC71,041$3.27M0.16%-32,84013F-HRTimeline
Vestmark Advisory Solutions, Inc.71,035$3.27M0.04%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…68,632$3.16M0.04%-1,05213F-HRTimelineGroup
HighPoint Advisor Group LLC68,611$3.16M0.07%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC67,377$3.1M0.24%-2,83913F-HRTimeline
J.W. COLE ADVISORS, INC.67,776$3.09M0.07%+1,09513F-HRTimeline
Midwest Financial Network, LLC66,636$3.07M2.37%+2,99013F-HRTimeline
RETIREMENT GUYS FORMULA LLC66,471$3.06M1.4%+91013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…65,428$3.02M0.06%+91113F-HRTimelineGroup
FLOW TRADERS U.S. LLC65,375$3.01M0.1%+56,22813F-HRTimeline
CALTON & ASSOCIATES, INC.65,063$3M0.44%-33,54513F-HRTimeline
Elevated Capital Advisors, LLC63,873$2.94M0.69%-87613F-HRTimeline
Worthington Financial Partners, LLC62,368$2.87M2.54%13F-HRTimeline
Ausdal Financial Partners, Inc.62,325$2.87M0.13%-3,91313F-HRTimeline
ERn Financial, LLC61,707$2.84M0.53%+5,41513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC61,451$2.83M0.02%+46213F-HRTimelineGroup
Kingsview Wealth Management, LLC61,067$2.81M0.04%-3,69113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC60,243$2.78M1%+54413F-HRTimeline
Waverly Advisors, LLC59,853$2.76M0.02%-1,47813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC59,836$2.76M1.36%-3,07313F-HRTimeline
Troutman Wealth Management, LLC57,686$2.66M2.2%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC56,735$2.61M1.31%-4,98513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…55,606$2.56M0.38%-4,10413F-HRTimeline
CLG LLC55,331$2.55M0.63%-1,66213F-HRTimeline
Medallion Wealth Advisors, LLC54,302$2.5M0.84%+2,46713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,156$2.5M<0.01%-7,02613F-HRTimeline
Keating Financial Advisory Services, In…53,487$2.46M0.33%13F-HRTimeline
WEDBUSH SECURITIES INC52,781$2.43M0.07%+20513F-HRTimeline
Arax Advisory Partners52,626$2.43M0.07%new13F-HRTimeline
Claro Advisors Inc.51,820$2.39M0.33%-3,05913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding50,844$2.34M-567Timeline
Caliber Wealth Management, LLC / KS49,364$2.27M0.24%-51,12813F-HRTimeline
WCG Wealth Advisors LLC48,887$2.25M0.06%+17,78013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd48,608$2.24M0.06%+31,52013F-HRTimelineGroup
Pacific Sun Financial Corp48,544$2.24M1.08%-90013F-HRTimeline
MAI Capital Management47,166$2.17M0.01%-2,52613F-HRTimeline
Retirement Planning Group, LLC46,870$2.16M0.07%+5,42613F-HRTimeline
Westside Investment Management, Inc.46,615$2.15M0.34%+38413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,588$2.15M0.01%+3,19013F-HRTimeline
Key Client Fiduciary Advisors, LLC46,007$2.12M0.73%+6,31713F-HRTimeline
Finward Bancorp45,985$2.12M1.65%-81613F-HRTimeline
Triumph Capital Management45,980$2.12M0.46%-5,37213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.45,430$2.09M0.79%-9,73413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding43,436$2M-57,541Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…43,264$1.99M0.07%+13,73113F-HRTimelineGroup