Who Owns FIRST TR EXCHANGE TRADED FD (FVC)? -- Institutional Holders (2026-06-30)
57 institutions reported holding $65.0M of FIRST TR EXCHANGE TRADED FD (FVC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Prospera Financial Services Inc ($9.6M), MORGAN STANLEY ($9.1M), WELLS FARGO & COMPANY/MN ($7.9M), LPL Financial LLC ($6.4M), BANK OF AMERICA CORP /DE/ ($5.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Prospera Financial Services Inc | $9.6M | 219,323 | Trimmed |
| 2 | MORGAN STANLEY | $9.1M | 207,934 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $7.9M | 179,651 | Trimmed |
| 4 | LPL Financial LLC | $6.4M | 146,064 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $5.5M | 125,795 | Trimmed |
| 6 | UBS Group AG | $4.6M | 104,816 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.4M | 55,386 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $1.4M | 32,982 | Trimmed |
| 9 | Global Retirement Partners, LLC | $1.3M | 30,663 | Trimmed |
| 10 | Geneos Wealth Management Inc. | $1.1M | 25,231 | Trimmed |
| 11 | Royal Bank of Canada | $982,000 | 22,420 | Trimmed |
| 12 | Sun Financial Inc | $974,346 | 23,240 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $954,323 | 21,789 | Added |
| 14 | Mariner, LLC | $925,242 | 21,125 | Trimmed |
| 15 | OPPENHEIMER & CO INC | $866,770 | 19,790 | Trimmed |
| 16 | Private Advisor Group, LLC | $817,649 | 18,669 | Added |
| 17 | WORLD EQUITY GROUP, INC. | $745,317 | 17,017 | Hold |
| 18 | Proactive Wealth Strategies LLC | $699,422 | 15,969 | Trimmed |
| 19 | Atria Investments, Inc | $688,517 | 15,720 | Trimmed |
| 20 | Trueblood Wealth Management, LLC | $687,014 | 15,686 | Hold |
| 21 | PCG Wealth Advisors, LLC | $659,968 | 15,068 | Hold |
| 22 | EWA, LLC | $624,346 | 14,255 | New |
| 23 | CITADEL ADVISORS LLC | $605,119 | 13,816 | Added |
| 24 | OSAIC HOLDINGS, INC. | $548,153 | 12,515 | Added |
| 25 | Kestra Advisory Services, LLC | $529,544 | 12,090 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30