FIRST TR EXCHANGE-TRADED FD (FCVT) is held by 23 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling FCVT?

In Q2 2026, 8 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 11 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on FCVT?

HoldingsIntel scores FIRST TR EXCHANGE-TRADED FD across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for FCVT. In Q2 2026, the institutional leg showed net outflows: 8 buying versus 11 selling.

How many hedge funds hold FCVT?

23 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (FCVT) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into FCVT?

As of Q2 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 8 buyers versus 11 sellers — net outflows.

FIRST TR EXCHANGE-TRADED FD

FCVT·33739Q507·US·ETF-13D/G

Holders

(2 Elite)

$49.8M

Total Value

42% (19)

Consensus

8 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Held by 23 funds

2 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists Jul 21, 2025 · Congress none

ActivistFTFirst Trust Portfolios L.P.8.2%Jul 21, 2025

View all activist filings

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	Action
LPL Financial LLC	Increased	252,587(+35.4%)	$13.6M	0.0%	+27.30%	36
OSAIC HOLDINGS, INC.	Increased	176,020(+6.8%)	$9.5M	0.0%	+9.80%	30
RAYMOND JAMES FINANCIAL INC	Increased	128,425(+9.8%)	$6.9M	0.0%	+22.99%	30
ROYAL BANK OF CANADA	Decreased	60,371(-4.3%)	$3.2M	0.0%	+24.60%	0
MORGAN STANLEY	Decreased	57,640(-22.9%)	$3.1M	0.0%	+43.61%	0
BANK OF AMERICA CORP /DE/	Decreased	43,624(-5.5%)	$2.3M	0.0%	+49.97%	0
TRUIST FINANCIAL CORP	Increased	33,845(+0.3%)	$1.8M	0.0%	+11.22%	26
Cetera Investment Advisers	Increased	33,018(+0.5%)	$1.8M	0.0%	+39.99%	26
Kestra Advisory Services, LLC	Decreased	27,278(-35.0%)	$1.5M	0.0%	+34.91%	0
D.A. DAVIDSON & CO.	Increased	26,753(+10.1%)	$1.4M	0.0%	+20.72%	28
JANE STREET GROUP, LLC	Decreased	21,860(-76.5%)	$1.2M	0.0%	+26.77%	0
STIFEL FINANCIAL CORP	Decreased	15,396(-18.2%)	$827,920	0.0%	+26.19%	0
OneDigital Investment Advisors LLC	Increased	15,353(+2.2%)	$825,633	0.0%	+33.07%	25
ENVESTNET ASSET MANAGEMENT INC	Decreased	14,679(-18.5%)	$789,352	0.0%	+15.69%	0
JPMORGAN CHASE & CO	Decreased	11,623(-16.8%)	$617,879	0.0%	+32.12%	0
MML INVESTORS SERVICES, LLC	New	3,751	$201,726	0.0%	-10.32%	32
Allworth Financial LP	Unchanged	1,700	$91,418	0.0%	+47.33%	0
Farther Finance Advisors, LLC	Unchanged	1,529	$82,204	0.0%	+40.70%	0
Rockefeller Capital Management L.P.	Decreased	352(-31.9%)	$18,981	0.0%	+13.24%	0
BLAIR WILLIAM & CO/IL	Unchanged	295	$15,864	0.0%	+63.47%	0

Showing 1-20 of 23

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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