13F Insight
DOSSIER · 13F Holders · Q2 2026
FVC

FIRST TR EXCHANGE TRADED FD

55 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738R878·55 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$57M
visible holders
Holders
55
filers reporting
Concentration
16.72%
Prospera Financial Services Inc #1
top holder share
AI Holders Summary · Q2 2026

55 institutions reported FVC in Q2 2026. Prospera Financial Services Inc leads at 16.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Prospera Financial Services Inc
CIK 0001541625
$10M219K0.14%Q2 202602
MORGAN STANLEY
CIK 0000895421
$9M208K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M180K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$6M146K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M126K0.00%Q2 202606
UBS Group AG
CIK 0001610520
$5M105K0.00%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M55K0.00%Q2 202608
Global Retirement Partners, LLC
CIK 0001749744
$1M31K0.02%Q2 202609
Janney Montgomery Scott LLC
CIK 0001329948
$1M33K0.00%Q1 202610
Geneos Wealth Management Inc.
CIK 0001764754
$1M25K0.02%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$982K22K0.00%Q2 202612
Sun Financial Inc
CIK 0002067342
$974K23K0.46%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$954K22K0.00%Q2 202614
Mariner, LLC
CIK 0001373442
$925K21K0.00%Q2 202615
OPPENHEIMER & CO INC
CIK 0000822581
$867K20K0.01%Q2 202616
Private Advisor Group, LLC
CIK 0001567755
$818K19K0.00%Q2 202617
WORLD EQUITY GROUP, INC.
CIK 0000878770
$745K17K0.17%Q2 202618
Proactive Wealth Strategies LLC
CIK 0002043129
$699K16K0.11%Q2 202619
Atria Investments, Inc
CIK 0001535865
$689K16K0.01%Q2 202620
Trueblood Wealth Management, LLC
CIK 0002005380
$687K16K0.24%Q2 2026
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