FIRST TR EXCHANGE TRADED FD

Watch

Share

FV·33738R605·US·ETF·Unknown - Unknown

FV (FIRST TR EXCHANGE TRADED FD) is held by 72 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($419.5M), LPL Financial LLC ($250.3M), WELLS FARGO & COMPANY/MN ($184.3M). Net institutional sentiment: Mixed.

72

Holders

(13 Elite)

$1.9B

Total Value

42% (71)

Consensus

30 buying - 41 selling

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

Smart Money Verdict

View all

Loading verdict

Institutional (13F)71

Insider (Form 4)43

Activist (13D/13G)27

Congressional (STOCK Act)63

Holder Quality

25

★★★★★

Elite

21

★★★★

Strong

33

★★★

Solid

71

★★

Below

70

★

Weak

Held by 72 funds

13 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FV.

Top Holders

Top Holders (72)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	5.5M(-1.2%)	$419.5M	0.0%	+29.78%	0
LPL Financial LLC	Increased	3.3M(+6.4%)	$250.3M	0.1%	+90.99%	33
WELLS FARGO & COMPANY/MN	Decreased	2.4M(-24.6%)	$184.3M	0.0%	+67.40%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.7M(-5.5%)	$132.5M	0.2%	+84.97%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1.7M(-4.9%)	$128.7M	0.0%	+25.27%	0
UBS Group AG	Decreased	1.2M(-4.3%)	$91.1M	0.0%	+29.79%	0
BANK OF AMERICA CORP /DE/	Decreased	1.2M(-2.0%)	$87.8M	0.0%	+25.27%	0
ROYAL BANK OF CANADA	Decreased	742,094(-2.0%)	$56.3M	0.0%	+25.48%	0
OSAIC HOLDINGS, INC.	Decreased	646,596(-10.3%)	$49.1M	0.1%	+101.57%	0
NewEdge Advisors, LLC	Increased	552,680(+0.5%)	$41.9M	0.1%	+52.29%	35
&PARTNERS	Increased	517,054(+764.6%)	$36.6M	0.2%	-0.43%	56
STIFEL FINANCIAL CORP	Decreased	416,105(-1.6%)	$31.6M	0.0%	+92.39%	0
Cetera Investment Advisers	Decreased	403,313(-0.1%)	$30.6M	0.0%	+36.28%	0
Rockefeller Capital Management L.P.	Decreased	395,929(-4.7%)	$30M	0.0%	+37.08%	0
D.A. DAVIDSON & CO.	Decreased	393,649(-1.2%)	$29.9M	0.2%	+113.78%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	362,245(-6.9%)	$27.5M	0.0%	+60.17%	0
BENJAMIN EDWARDS INC	Decreased	285,409(-6.5%)	$21.7M	0.2%	+16.19%	0
Baird Financial Group, Inc.	Decreased	282,564(-17.7%)	$21.4M	0.0%	+62.41%	0
Private Advisor Group, LLC	Decreased	248,682(-28.2%)	$18.9M	0.1%	+59.71%	0
Steward Partners Investment Advisory, LLC	Decreased	241,466(-0.0%)	$18.3M	0.1%	+62.55%	0

Showing 1-20 of 76

Per page:

1 / 4

FVFIRST TR EXCHANGE TRADED FD

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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