Who Owns FIRST TR EXCHANGE-TRADED FD (FCVT)? -- Institutional Holders (2026-03-31)
71 institutions reported holding $74.6M of FIRST TR EXCHANGE-TRADED FD (FCVT) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($8.2M), Concurrent Investment Advisors, LLC ($7.6M), OSAIC HOLDINGS, INC. ($7.3M), RAYMOND JAMES FINANCIAL INC ($5.2M), JANE STREET GROUP, LLC ($4.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $8.2M | 186,622 | Added |
| 2 | Concurrent Investment Advisors, LLC | $7.6M | 172,565 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $7.3M | 164,840 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.2M | 116,939 | Added |
| 5 | JANE STREET GROUP, LLC | $4.1M | 92,971 | Trimmed |
| 6 | Proactive Wealth Strategies LLC | $3.7M | 83,220 | Added |
| 7 | MORGAN STANLEY | $3.3M | 74,759 | Trimmed |
| 8 | Private Advisory Group LLC | $3.2M | 71,931 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.1M | 69,813 | Added |
| 10 | Royal Bank of Canada | $2.8M | 63,079 | Trimmed |
| 11 | Independent Advisor Alliance | $2.3M | 51,104 | New |
| 12 | BANK OF AMERICA CORP /DE/ | $2.0M | 46,152 | Added |
| 13 | Kestra Advisory Services, LLC | $1.9M | 41,966 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $1.5M | 33,759 | Added |
| 15 | RiverTree Advisors, LLC | $1.5M | 33,212 | Added |
| 16 | Cetera Investment Advisers | $1.5M | 32,850 | Added |
| 17 | Milestones Private Investment Advisors LLC | $1.2M | 27,583 | Added |
| 18 | CWM, LLC | $1.2M | 26,376 | Added |
| 19 | Plus Group Wealth Advisors LLC | $1.2M | 26,046 | Added |
| 20 | Hershey Financial Advisers, LLC | $1.1M | 24,336 | Added |
| 21 | D.A. DAVIDSON & CO. | $1.1M | 24,293 | Added |
| 22 | Tidemark, LLC | $996,026 | 22,546 | Hold |
| 23 | STIFEL FINANCIAL CORP | $831,244 | 18,816 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $795,759 | 18,013 | Trimmed |
| 25 | OneDigital Investment Advisors LLC | $663,603 | 15,021 | Added |
Source: SEC Form 13F filings · as of 2026-03-31