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Disclosery

FVD FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

624 managers (636 13F filers) reported a position in FVD shares at 2026-03-31, 110,343,440 shares in all. 44 filers opened a position and 29 filers sold out during the quarter.

Managers
624
13F filers
636
New
44
Added
193
Reduced
290
Sold out
29
Shares held by filers
110,343,440

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY18,147,711$853M0.05%-959,21613F-HRTimelineGroup
LPL Financial LLC16,816,974$791M0.21%-390,18813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,345,787$251M0.05%-572,76313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,292,515$249M0.02%-288,40513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,162,932$243M0.07%-305,54813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,389,571$159M-430,845Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,344,860$157M+390,787Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,287,993$155M0.03%-447,63213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,169,935$102M0.09%-150,33613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,034,940$95.7M0.13%-244,23713F-HRTimeline
Cetera Investment Advisers1,983,916$93.3M0.1%-36,71013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,859,101$87.4M0.13%-758,55513F-HRTimelineGroup
HighTower Advisors, LLC1,566,495$73.7M0.08%-31,18513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,281,757$60.3M0.08%-13,76013F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,206,149$56.7M0.15%-183,60613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,181,435$55.6M-55,790Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.830,494$39.1M0.06%-50,13213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO812,645$37.9M<0.01%+339,30313F-HR/ATimelineGroup
New England Private Wealth Advisors LLC763,623$35.9M4.15%+83313F-HRTimeline
Private Advisor Group, LLC707,761$33.3M0.16%-9,30113F-HRTimeline
Prospera Financial Services Inc616,506$29M0.47%-12,15613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP596,065$27.6M0.01%+54,54613F-HRTimelineGroup
NewEdge Advisors, LLC573,759$27M0.1%+99,27913F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC554,403$26.1M0.26%-1,84113F-HRTimelineGroup
Intellus Advisors LLC552,985$26M3.55%-74,18913F-HRTimeline
Janney Montgomery Scott LLC546,709$25.7M0.06%+3,18313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…537,188$25.3M0.04%-33,99013F-HRTimelineGroup
D.A. DAVIDSON & CO.501,597$23.6M0.14%+81813F-HRTimeline
HARBOUR INVESTMENTS, INC.495,155$23.3M0.36%+51,29713F-HRTimeline
PARK NATIONAL CORP /OH/494,262$23.2M0.71%+11,22313F-HRTimeline
Golden State Wealth Management, LLC483,139$22.7M2.48%+14,10813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC453,595$21.3M0.01%-7,37613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC453,295$21.3M0.02%-9,06113F-HRTimelineGroup
Gateway Wealth Partners, LLC452,776$21.3M0.83%+240,21313F-HRTimeline
MML INVESTORS SERVICES, LLC447,558$21M0.06%-64,17613F-HRTimeline
BEACON FINANCIAL GROUP414,431$19.5M1.94%-2,82413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.398,372$18.5M0.12%+125,36713F-HRTimelineGroup
Solano Wealth Investment Advisors LLC390,392$18.4M9.15%+15,81213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…381,973$18M0.01%-23,98313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC379,923$17.9M<0.01%+241,29513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…365,461$17.2M0.19%-52,45913F-HRTimelineGroup
Hobart Private Capital, LLC356,142$16.7M3.29%+18,42013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding347,385$16.3M-4,286Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…308,104$14.5M0.01%-4,68013F-HRTimelineGroup
WealthCare Investment Partners, LLC307,314$14.5M4.01%+4,11813F-HRTimeline
Steward Partners Investment Advisory, L…293,384$13.8M0.07%-25513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK285,016$13.4M0.06%+1,29313F-HRTimelineGroup
Modern Wealth Management, LLC279,941$13.2M0.23%+12,81513F-HRTimeline
Merit Financial Group, LLC271,316$12.8M0.09%+8,83213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…263,585$12.5M0.03%-32,71813F-HRTimeline
&PARTNERS257,139$12.2M0.06%+103,13313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\255,204$12M0.01%+7,69213F-HRTimelineGroup
Independent Advisor Alliance251,777$11.8M0.13%+154,81913F-HRTimeline
Claris Financial LLC250,591$11.8M6.45%+1,77613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…244,171$11.5M0.07%-7,89713F-HRTimelineGroup
Holistic Financial Partners233,337$11M4.08%-2,90313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC229,722$10.8M0.02%+7,69313F-HRTimelineGroup
Prosperity Consulting Group, LLC229,511$10.8M0.48%-4,57813F-HRTimeline
Arkadios Wealth Advisors224,953$10.6M0.17%+100,64013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP224,600$10.6M0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC224,352$10.6M2.38%-3,56213F-HRTimeline
CWM, LLCin group CWM, LLC223,522$10.5M0.03%-13,81513F-HRTimelineGroup
Beacon Pointe Advisors, LLC216,419$10.2M0.05%+6,76813F-HRTimeline
Concentrum Wealth Management210,440$9.9M2.92%-2,41713F-HRTimeline
Proactive Wealth Strategies LLC207,927$9.78M1.84%+103,19013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC204,164$9.6M1.18%-126,81313F-HRTimeline
IFP Advisors, Inc198,163$9.32M0.19%+6,32813F-HRTimeline
Sanctuary Advisors, LLC191,794$9.02M0.05%-1,02013F-HRTimeline
RFG Advisory, LLC182,125$8.57M0.16%+153,35213F-HRTimeline
Plus Group Wealth Advisors LLC179,708$8.45M9.3%+13,29113F-HRTimeline
BlueChip Wealth Advisors LLC178,162$8.38M3.68%-4,98613F-HRTimeline
Center for Wealth Management Advisory173,866$8.18M5.89%+3,79913F-HRTimeline
Cherry Creek Investment Advisors, Inc.173,179$8.14M3.54%+6,99213F-HRTimeline
Petix & Botte Co162,383$7.64M1.7%-176,49013F-HRTimeline
Rehmann Capital Advisory Group162,824$7.63M0.4%-117,10113F-HRTimeline
Crumly & Associates Inc.158,900$7.47M1.57%-1,60513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …156,810$7.37M0.09%+25513F-HRTimelineGroup
Larson Financial Group LLC153,769$7.23M0.23%-18,91313F-HRTimeline
Towerpoint Wealth, LLC146,006$6.87M2.77%+2,32913F-HRTimeline
Strategic Family Wealth Counselors, L.L…145,156$6.83M1.79%-2,84813F-HRTimeline
1ST SOURCE BANK142,906$6.72M0.35%-22,09413F-HRTimeline
Pine Valley Investments Ltd Liability Co135,500$6.37M0.31%-7,41113F-HRTimeline
1776 Wealth LLC135,015$6.35M2.5%-11313F-HRTimeline
BARRETT & COMPANY, INC.134,540$6.33M2.18%+2,03113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,329$6.27M<0.01%-35,11413F-HRTimelineGroup
Mutual Advisors, LLC131,423$6.18M0.13%+10,87013F-HRTimeline
Kovack Advisors, Inc.130,731$6.16M0.33%-5,65613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC128,108$6.02M0.02%-7,21913F-HRTimelineGroup
IHT Wealth Management, LLC127,278$5.99M0.14%-4,61713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO124,035$5.87M0.62%+34613F-HRTimeline
Clear Creek Financial Management, LLC124,330$5.85M0.45%+3,44513F-HRTimeline
Sigma Planning Corp124,208$5.84M0.16%-4,80413F-HRTimeline
Allworth Financial LP123,607$5.81M0.02%-2,16913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC116,919$5.5M2.51%-4,22313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …114,011$5.36M0.1%-2,88213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS112,293$5.28M<0.01%-277,22013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC110,623$5.2M0.22%+31,62213F-HRTimelineGroup
Wagner Wealth Management, LLC110,508$5.2M1.05%-1,08713F-HRTimeline
Western Wealth Management, LLC108,184$5.09M0.19%-11,68813F-HR/ATimeline
BALANCED WEALTH GROUP LLC107,953$5.08M1.82%-2,82813F-HRTimeline
Integrated Wealth Concepts LLC107,713$5.07M0.04%-31,18013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV106,883$5.03M0.01%+52,72713F-HRTimeline
Farther Finance Advisors, LLC106,489$5.02M0.05%+18,12713F-HRTimeline
AE Wealth Management LLC103,786$4.88M0.03%+89913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC103,752$4.88M4.32%+1,49513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.102,601$4.83M1.51%+2,48513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED102,387$4.82M0.35%-126,15813F-HRTimeline
Harvest Investment Services, LLC102,182$4.81M0.88%-4913F-HRTimeline
Snowden Capital Advisors LLC101,139$4.76M0.13%+5,26313F-HRTimeline
Creative Planningin group Creative Planning98,106$4.61M<0.01%+5,87113F-HRTimelineGroup
Moment Partners, LLC96,987$4.56M0.81%-13,51113F-HRTimeline
Kraft, Davis & Associates, LLC93,002$4.46M0.95%-6,36513F-HRTimeline
Orion Porfolio Solutions, LLC92,734$4.36M0.04%-14,91713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…90,678$4.27M0.3%-1,07113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC90,029$4.23M1.53%-3,80413F-HR/ATimelineGroup
Atria Investments, Inc89,877$4.23M0.05%-1,71813F-HRTimeline
Southland Equity Partners LLC89,468$4.21M0.82%-2,22513F-HRTimeline
BLAIR WILLIAM & CO/IL88,861$4.18M0.01%-59,66513F-HRTimeline
Chicago Partners Investment Group LLC87,456$4.16M0.09%-8113F-HRTimeline
Evelyn Partners Investment Management (…88,281$4.15M1.43%-6,58113F-HRTimeline
Stablepoint Partners, LLC87,952$4.14M0.61%-41,26013F-HRTimeline
Cornerstone Wealth Management, LLC86,630$4.07M0.2%-2,47413F-HRTimeline
Advisory Alpha, LLC86,465$4.07M0.11%+13113F-HRTimeline
Kaydan Wealth Management, Inc.86,042$4.05M1.35%+1,91513F-HRTimeline
Composition Wealth, LLC84,866$3.99M0.05%-2,60213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…83,907$3.95M0.01%+79,51213F-HRTimelineGroup
Family Capital Management, Inc.83,784$3.94M1.75%-20,33413F-HRTimeline
Asset Allocation Strategies LLC83,555$3.93M0.7%+10,66313F-HRTimeline
Valmark Advisers, Inc.82,610$3.89M0.05%-6,38413F-HRTimeline
FMR LLCin group FMR LLC82,238$3.87M<0.01%+91013F-HRTimelineGroup
IFS Group,LLC81,471$3.83M3.41%13F-HRTimeline
Rothschild Wealth LLC80,418$3.78M0.34%+69,70813F-HRTimeline
Goldstein Advisors, LLC80,243$3.77M0.42%-46713F-HRTimeline
Treasure Coast Financial Planning79,869$3.76M1.93%-57913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…79,406$3.73M0.08%-3,03113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd79,320$3.73M0.06%+30,71213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,557$3.69M<0.01%-35813F-HRTimelineGroup
Continuum Advisory, LLC78,237$3.68M0.35%+5,61213F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding77,734$3.66M+38,793Timeline
J.W. COLE ADVISORS, INC.77,243$3.63M0.12%+9,46713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC75,488$3.55M2.5%-1,79113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding75,041$3.53M-43,440Timeline
DHJJ Financial Advisors, Ltd.74,346$3.5M1.16%-2,59013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC74,133$3.49M0.08%+5913F-HR/ATimeline
KRAEMATON INVESTMENT ADVISORS, INC74,120$3.49M2.84%-94213F-HRTimeline
KPP Advisory Services LLC74,085$3.48M0.51%-5,26713F-HRTimeline
Next Level Private LLC72,840$3.43M0.77%+27413F-HRTimeline
Morey & Quinn Wealth Partners, LLC72,612$3.41M2.43%-1,82613F-HRTimeline
FLOW TRADERS U.S. LLC72,481$3.41M0.11%+7,10613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …71,088$3.34M0.18%-1,33913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…70,789$3.33M0.04%+2,15713F-HRTimelineGroup
Fairvoy Private Wealth, LLC68,469$3.22M0.77%-175,71313F-HRTimeline
World Investment Advisors68,447$3.22M0.05%-5,83813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC68,061$3.2M0.08%-2,98013F-HRTimeline
Vestmark Advisory Solutions, Inc.68,059$3.2M0.04%-2,97613F-HRTimeline
Kingsview Wealth Management, LLC68,000$3.2M0.04%+6,93313F-HRTimeline
COZAD ASSET MANAGEMENT INC67,043$3.15M0.25%-33413F-HRTimeline
HighPoint Advisor Group LLC66,997$3.15M0.13%-1,61413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…65,919$3.1M0.06%+49113F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC65,819$3.1M1.42%-65213F-HRTimeline
Worthington Financial Partners, LLC65,367$3.07M2.64%+2,99913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC64,750$3.04M0.02%+3,29913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…63,813$3M0.1%+20,54913F-HRTimelineGroup
Elevated Capital Advisors, LLC63,001$2.96M0.75%-87213F-HRTimeline
Waverly Advisors, LLC60,630$2.85M0.02%+77713F-HRTimeline
Qube Research & Technologies Ltd60,387$2.84M<0.01%-20,68913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC58,678$2.76M0.22%-16,80313F-HRTimeline
Ausdal Financial Partners, Inc.58,366$2.74M0.12%-3,95913F-HRTimeline
Troutman Wealth Management, LLC57,511$2.7M2.26%-17513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC57,374$2.7M1.18%-2,46213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC57,354$2.7M0.94%-2,88913F-HRTimeline
Atlas Legacy Advisors, LLC57,192$2.69M0.49%-69,10313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC56,466$2.66M1.27%-26913F-HRTimeline
CLG LLC54,364$2.56M0.63%-96713F-HRTimeline
Medallion Wealth Advisors, LLC53,486$2.52M0.82%-81613F-HRTimeline
WEDBUSH SECURITIES INC53,453$2.51M0.07%+67213F-HRTimeline
Midwest Financial Network, LLC53,446$2.51M2%-13,19013F-HRTimeline
Arax Advisory Partners51,351$2.42M0.07%-1,27513F-HRTimeline
Geneos Wealth Management Inc.51,334$2.41M0.06%-34,69713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,976$2.4M<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding49,523$2.33M-1,321Timeline
PCG Wealth Advisors, LLC49,126$2.31M0.58%-155,88013F-HRTimeline
Key Client Fiduciary Advisors, LLC48,239$2.27M0.78%+2,23213F-HRTimeline
Pacific Sun Financial Corp47,624$2.24M1.08%-92013F-HRTimeline
Westside Investment Management, Inc.46,743$2.2M0.34%+12813F-HRTimeline
WCG Wealth Advisors LLC45,406$2.14M0.06%-3,48113F-HRTimeline
CALTON & ASSOCIATES, INC.45,171$2.12M0.31%-19,89213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC44,873$2.11M0.09%+7,09513F-HRTimeline
Finward Bancorp44,700$2.1M1.68%-1,28513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.44,549$2.09M0.11%-56,29313F-HRTimelineGroup
Centurion Wealth Management LLC43,796$2.06M0.47%+54513F-HRTimeline
PURSUE WEALTH PARTNERS LLC42,049$1.98M1.18%013F-HRTimeline
LaSalle St. Investment Advisors, LLC41,793$1.97M0.28%-14113F-HRTimeline
Triumph Capital Management41,774$1.96M0.4%-4,20613F-HRTimeline
FWG Holdings, LLC41,272$1.96M0.74%+61513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.41,516$1.95M0.76%-3,91413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41,236$1.94M0.01%-5,35213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC41,041$1.93M0.01%+43913F-HRTimelineGroup
PRIVATE TRUST CO NA40,854$1.92M0.17%+60613F-HRTimeline
Accel Wealth Management40,585$1.91M0.5%+1,12013F-HRTimeline