Who Owns FIRST TR EXCHANGE-TRADED FD (FVD)? -- Institutional Holders (2026-03-31)

657 institutions reported holding $5.16B of FIRST TR EXCHANGE-TRADED FD (FVD) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($853.5M), LPL Financial LLC ($790.9M), WELLS FARGO & COMPANY/MN ($251.4M), BANK OF AMERICA CORP /DE/ ($248.9M), RAYMOND JAMES FINANCIAL INC ($242.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$853.5M18.1MTrimmed
2LPL Financial LLC$790.9M16.8MTrimmed
3WELLS FARGO & COMPANY/MN$251.4M5.3MTrimmed
4BANK OF AMERICA CORP /DE/$248.9M5.3MTrimmed
5RAYMOND JAMES FINANCIAL INC$242.8M5.2MTrimmed
6UBS Group AG$158.8M3.4MTrimmed
7Royal Bank of Canada$154.6M3.3MTrimmed
8ENVESTNET ASSET MANAGEMENT INC$153.9M3.3MAdded
9STIFEL FINANCIAL CORP$102.1M2.2MTrimmed
10COMMONWEALTH EQUITY SERVICES, LLC$95.7M2.0MTrimmed
11Cetera Investment Advisers$93.3M2.0MTrimmed
12OSAIC HOLDINGS, INC.$87.4M1.9MTrimmed
13HighTower Advisors, LLC$73.7M1.6MTrimmed
14TRUIST FINANCIAL CORP$60.3M1.3MTrimmed
15Cambridge Investment Research Advisors, Inc.$56.7M1.2MTrimmed
16Kestra Advisory Services, LLC$40.7M865,457Trimmed
17Baird Financial Group, Inc.$39.1M830,494Trimmed
18JPMORGAN CHASE & CO$37.9M812,645Added
19New England Private Wealth Advisors LLC$35.9M763,623Added
20Private Advisor Group, LLC$33.3M707,761Trimmed
21Prospera Financial Services Inc$29.0M616,506Trimmed
22JONES FINANCIAL COMPANIES LLLP$27.6M596,065Added
23BENJAMIN EDWARDS INC$26.1M554,403Trimmed
24Intellus Advisors LLC$26.0M552,985Trimmed
25Janney Montgomery Scott LLC$25.7M546,709Added

Source: SEC Form 13F filings · as of 2026-03-31