Who Owns FIRST TR DORSEY ETF (FV)? -- Institutional Holders (2026-06-30)

371 institutions reported holding $2.52B of FIRST TR DORSEY ETF (FV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($419.5M), LPL Financial LLC ($250.3M), WELLS FARGO & COMPANY/MN ($184.3M), COMMONWEALTH EQUITY SERVICES, LLC ($132.5M), RAYMOND JAMES FINANCIAL INC ($128.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$419.5M	5.5M	Trimmed
2	LPL Financial LLC	$250.3M	3.3M	Added
3	WELLS FARGO & COMPANY/MN	$184.3M	2.4M	Trimmed
4	COMMONWEALTH EQUITY SERVICES, LLC	$132.5M	1.7M	Trimmed
5	RAYMOND JAMES FINANCIAL INC	$128.7M	1.7M	Trimmed
6	UBS Group AG	$91.1M	1.2M	Trimmed
7	BANK OF AMERICA CORP /DE/	$87.8M	1.2M	Trimmed
8	Royal Bank of Canada	$56.3M	742,094	Trimmed
9	OSAIC HOLDINGS, INC.	$49.1M	646,596	Trimmed
10	Proactive Wealth Strategies LLC	$45.9M	604,871	Trimmed
11	Prospera Financial Services Inc	$45.2M	596,001	Trimmed
12	Concurrent Investment Advisors, LLC	$43.1M	568,217	Added
13	NewEdge Advisors, LLC	$41.9M	552,680	Added
14	Janney Montgomery Scott LLC	$37.0M	487,338	New
15	&PARTNERS	$36.6M	517,054	Added
16	SARD WEALTH MANAGEMENT GROUP, LLC	$36.3M	478,783	Added
17	Cambridge Investment Research Advisors, Inc.	$36.2M	477,376	Trimmed
18	STIFEL FINANCIAL CORP	$31.6M	416,105	Trimmed
19	Cetera Investment Advisers	$30.6M	403,313	Trimmed
20	Rockefeller Capital Management L.P.	$30.0M	395,929	Trimmed
21	D.A. DAVIDSON & CO.	$29.9M	393,649	Trimmed
22	ENVESTNET ASSET MANAGEMENT INC	$27.5M	362,245	Trimmed
23	BENJAMIN EDWARDS INC	$21.7M	285,409	Trimmed
24	Baird Financial Group, Inc.	$21.4M	282,564	Trimmed
25	Madrona Financial Services, LLC	$19.3M	254,309	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30