Who Owns FIRST TR EXCHANGE TRADED FD (FCVT)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $86.8M of FIRST TR EXCHANGE TRADED FD (FCVT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Concurrent Investment Advisors, LLC ($15.3M), LPL Financial LLC ($13.6M), OSAIC HOLDINGS, INC. ($9.5M), RAYMOND JAMES FINANCIAL INC ($6.9M), Proactive Wealth Strategies LLC ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Concurrent Investment Advisors, LLC$15.3M283,615Added
2LPL Financial LLC$13.6M252,587Added
3OSAIC HOLDINGS, INC.$9.5M176,020Added
4RAYMOND JAMES FINANCIAL INC$6.9M128,425Added
5Proactive Wealth Strategies LLC$4.4M81,703Trimmed
6Royal Bank of Canada$3.2M60,371Trimmed
7MORGAN STANLEY$3.1M57,640Trimmed
8Elequin Capital, LP$2.7M49,825New
9BANK OF AMERICA CORP /DE/$2.3M43,624Trimmed
10TRUIST FINANCIAL CORP$1.8M33,845Added
11Cetera Investment Advisers$1.8M33,018Added
12RiverTree Advisors, LLC$1.5M28,735Trimmed
13Kestra Advisory Services, LLC$1.5M27,278Trimmed
14Milestones Private Investment Advisors LLC$1.5M27,164Trimmed
15Plus Group Wealth Advisors LLC$1.4M26,767Added
16D.A. DAVIDSON & CO.$1.4M26,753Added
17Cambridge Investment Research Advisors, Inc.$1.3M24,954Trimmed
18Tidemark, LLC$1.2M22,546Hold
19JANE STREET GROUP, LLC$1.2M21,860Trimmed
20STIFEL FINANCIAL CORP$827,92015,396Trimmed
21OneDigital Investment Advisors LLC$825,63315,353Added
22ENVESTNET ASSET MANAGEMENT INC$789,35214,679Trimmed
23Stratos Wealth Partners, LTD.$773,92514,391Added
24Wagner Wealth Management, Corp$674,17812,537Added
25SkyOak Wealth, LLC$620,35011,536Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30