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

56 institutions reported holding $65.0M of FIRST TR EXCHANGE TRADED (FVC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Prospera Financial Services Inc ($9.6M), MORGAN STANLEY ($9.1M), WELLS FARGO & COMPANY/MN ($7.9M), LPL Financial LLC ($6.4M), BANK OF AMERICA CORP /DE/ ($5.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Prospera Financial Services Inc	$9.6M	219,323	Trimmed
2	MORGAN STANLEY	$9.1M	207,934	Trimmed
3	WELLS FARGO & COMPANY/MN	$7.9M	179,651	Trimmed
4	LPL Financial LLC	$6.4M	146,064	Trimmed
5	BANK OF AMERICA CORP /DE/	$5.5M	125,795	Trimmed
6	UBS Group AG	$4.6M	104,816	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$2.4M	55,386	Trimmed
8	Janney Montgomery Scott LLC	$1.4M	32,982	Trimmed
9	Global Retirement Partners, LLC	$1.3M	30,663	Trimmed
10	Geneos Wealth Management Inc.	$1.1M	25,231	Trimmed
11	Royal Bank of Canada	$982,000	22,420	Trimmed
12	Sun Financial Inc	$974,346	23,240	Trimmed
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$954,323	21,789	Added
14	Mariner, LLC	$925,242	21,125	Trimmed
15	OPPENHEIMER & CO INC	$866,770	19,790	Trimmed
16	Private Advisor Group, LLC	$817,649	18,669	Added
17	WORLD EQUITY GROUP, INC.	$745,317	17,017	Hold
18	Proactive Wealth Strategies LLC	$699,422	15,969	Trimmed
19	Atria Investments, Inc	$688,517	15,720	Trimmed
20	Trueblood Wealth Management, LLC	$687,014	15,686	Hold
21	PCG Wealth Advisors, LLC	$659,968	15,068	Hold
22	EWA, LLC	$624,346	14,255	New
23	CITADEL ADVISORS LLC	$605,119	13,816	Added
24	OSAIC HOLDINGS, INC.	$548,153	12,515	Added
25	Kestra Advisory Services, LLC	$529,544	12,090	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30