FVC institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding54
Shares held1,485,784
Reported value$65.0m
Quarter flows7 new, 4 added, 23 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Prospera Financial Services Inc219,323$9.6m0.1%
MORGAN STANLEY207,934$9.1m0.0%
WELLS FARGO & COMPANY/MN179,651$7.9m0.0%
LPL Financial LLC146,064$6.4m0.0%
BANK OF AMERICA CORP /DE/125,795$5.5m0.0%
UBS Group AG104,816$4.6m0.0%
RAYMOND JAMES FINANCIAL INC55,386$2.4m0.0%
Janney Montgomery Scott LLC32,982$1.4m0.0%
Global Retirement Partners, LLC30,663$1.3m0.0%
Geneos Wealth Management Inc.25,231$1.1m0.0%
ROYAL BANK OF CANADA22,420$982,0000.0%
Sun Financial Inc23,240$974,3460.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP21,789$954,3230.0%
Mariner, LLC21,125$925,2420.0%
OPPENHEIMER & CO INC19,790$866,7700.0%
Private Advisor Group, LLC18,669$817,6490.0%
WORLD EQUITY GROUP, INC.17,017$745,3170.2%
Proactive Wealth Strategies LLC15,969$699,4220.1%
Atria Investments, Inc15,720$688,5170.0%
Trueblood Wealth Management, LLC15,686$687,0140.2%
PCG Wealth Advisors, LLC15,068$659,9680.1%
EWA, LLC14,255$624,3460.1%
CITADEL ADVISORS LLC13,816$605,1190.0%
OSAIC HOLDINGS, INC.12,515$548,1530.0%
Kestra Advisory Services, LLC12,090$529,5440.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FVC"). FVC price history · All 13F data

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