FIRST TR EXCHANGE-TRADED FD

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FVD·33734H106·US·ETF

FVD institutional ownership changes in Q2 2026: 35 institutions opened or added positions, 60 trimmed or exited. FVD (FIRST TR EXCHANGE-TRADED FD) is held by 99 institutional investors as of Q2 2026. Top institutional shareholders: MORGAN STANLEY ($842.8M), LPL Financial LLC ($770.2M), BANK OF AMERICA CORP /DE/ ($254.1M). Net institutional sentiment: Mixed.

99

Holders

(17 Elite)

$4B

Total Value

37% (95)

Consensus

35 buying - 60 selling

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

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)37

Activist (13D/13G)73

Congressional (STOCK Act)77

Holder Quality

69

★★★★★

Elite

73

★★★★

Strong

77

★★★

Solid

35

★★

Below

42

★

Weak

Held by 99 funds

17 elite

Who's Trading

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

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

Top Holders

Top Holders (99)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	17.5M(-3.6%)	$842.8M	0.0%	+27.63%	0
LPL Financial LLC	Decreased	16M(-4.9%)	$770.2M	0.2%	+65.11%	0
BANK OF AMERICA CORP /DE/	Decreased	5.3M(-0.4%)	$254.1M	0.0%	+33.78%	0
WELLS FARGO & COMPANY/MN	Decreased	5.1M(-3.9%)	$247.4M	0.0%	+60.14%	0
RAYMOND JAMES FINANCIAL INC	Decreased	5.1M(-1.9%)	$244.1M	0.1%	+17.86%	0
ROYAL BANK OF CANADA	Decreased	3.2M(-3.2%)	$153.3M	0.0%	+57.58%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	3.2M(-2.9%)	$153.2M	0.0%	+60.64%	0
UBS Group AG	Decreased	3.1M(-9.3%)	$147.6M	0.0%	+72.89%	0
STIFEL FINANCIAL CORP	Increased	2.2M(+2.1%)	$106.7M	0.1%	+63.47%	31
OSAIC HOLDINGS, INC.	Increased	2M(+8.2%)	$97M	0.1%	+43.91%	39
Cetera Investment Advisers	Decreased	1.9M(-4.9%)	$90.9M	0.1%	+39.55%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.9M(-7.5%)	$90.7M	0.1%	+63.50%	0
HighTower Advisors, LLC	Decreased	1.6M(-0.2%)	$75.3M	0.1%	+47.28%	0
TRUIST FINANCIAL CORP	Decreased	1.3M(-0.3%)	$61.6M	0.1%	+54.85%	0
JPMORGAN CHASE & CO	Increased	1M(+28.4%)	$50.5M	0.0%	+8.25%	37
Private Advisor Group, LLC	Increased	1M(+45.0%)	$49.5M	0.2%	+36.24%	47
Baird Financial Group, Inc.	Increased	889,586(+7.1%)	$42.9M	0.1%	+66.57%	31
Kestra Advisory Services, LLC	Decreased	842,919(-2.6%)	$40.6M	0.1%	+51.32%	0
TWO SIGMA INVESTMENTS, LP	Increased	658,000(+193.0%)	$31.7M	0.0%	+4.08%	47
JONES FINANCIAL COMPANIES LLLP	Increased	643,171(+7.9%)	$31.2M	0.0%	+13.19%	31

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FVDFIRST TR EXCHANGE-TRADED FD

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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