54 institutions reported holding $55.5M of FIRST TR EXCHANGE TRADED FD (FVC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Prospera Financial Services Inc ($9.0M), LPL Financial LLC ($7.9M), MORGAN STANLEY ($7.7M), WELLS FARGO & COMPANY/MN ($6.3M), BANK OF AMERICA CORP /DE/ ($4.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Prospera Financial Services Inc | $9.0M | 257,964 | Trimmed |
| 2 | LPL Financial LLC | $7.9M | 227,339 | Added |
| 3 | MORGAN STANLEY | $7.7M | 219,840 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $6.3M | 181,165 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $4.5M | 128,427 | Trimmed |
| 6 | UBS Group AG | $4.2M | 120,968 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.1M | 59,131 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $1.2M | 33,382 | Trimmed |
| 9 | Geneos Wealth Management Inc. | $1.0M | 29,640 | Added |
| 10 | Sun Financial Inc | $942,550 | 23,241 | Trimmed |
| 11 | Royal Bank of Canada | $795,000 | 22,816 | Trimmed |
| 12 | Mariner, LLC | $777,877 | 22,335 | Trimmed |
| 13 | OPPENHEIMER & CO INC | $692,203 | 19,875 | Trimmed |
| 14 | Private Advisor Group, LLC | $642,997 | 18,462 | Trimmed |
| 15 | WORLD EQUITY GROUP, INC. | $592,665 | 17,017 | Trimmed |
| 16 | Atria Investments, Inc | $588,831 | 16,907 | Trimmed |
| 17 | Proactive Wealth Strategies LLC | $581,940 | 16,709 | Added |
| 18 | Kestra Advisory Services, LLC | $558,067 | 16,024 | Added |
| 19 | Trueblood Wealth Management, LLC | $546,297 | 15,686 | Trimmed |
| 20 | PCG Wealth Advisors, LLC | $524,795 | 15,068 | Hold |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $513,327 | 14,739 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $476,131 | 13,671 | New |
| 23 | OSAIC HOLDINGS, INC. | $424,208 | 12,179 | Trimmed |
| 24 | NBT BANK N A /NY | $385,021 | 11,055 | Added |
| 25 | Keystone Financial Group | $358,039 | 10,280 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31